MoneyAM Fund Centre

Quick Stats

Fund Objective

The objective of the Fund is to provide an income together with capital growth over the long-term, being five years or more, whilst seeking to remain within a defined risk profile with defined volatility parameters which may result in the income and the capital growth from the Fund being constrained. The Investment Adviser will aim to maintain a risk profile classification of 4 as set and monitored by an external third party risk rating company. Five years is also the minimum recommended period for holding shares in this Fund. This does not mean that the Fund will achieve the objective throughout this, or any other, specific time period and there is a risk of loss to the original capital invested. Income will be paid four times a year as dividend distributions.

Fund Managers

David Hambidge

David Hambidge joined Premier Miton in December 1987 and specialises in the management of portfolios using collective investment vehicles including OEICs and investment trusts. David has been part of the original investment team that set up Premier Miton’s original fund of funds in 1995 and was appointed lead manager in 1999, making him one of the most experienced fund of funds managers in the UK.

Ian Rees

Ian Rees joined Premier Miton in September 2000 and has worked within the multi-asset team since April 2005. Ian was formerly a research analyst for closed end funds, global equities and the infrastructure sector.

David Thornton

David Thornton joined Premier Miton in May 2006 and is co-manager of the range of multi-asset multi-manager funds, with specific research responsibilities for the fixed interest, European equity, property and absolute return sectors. Previously, David worked for several years as an Investment Analyst before becoming an investment manager in 2004, with responsibility for five discretionary multi-manager portfolios.

Simon Evan-Cook

Simon Evan-Cook joined Premier Miton in July 2006 and is co-manager of the range of multi-asset multi-manager funds, with specific research responsibilities for overseas equity fund sectors. Prior to joining Premier Miton, Simon held positions at Rothschild, Gartmore and Fidelity. He graduated from Hull University in 1996 with a BSc Honours in Economics and Accounting.