Premier Miton Defensive Growth B Inc GBP
Latest (Mid) Price:
GBX 114.52
Day Change:
-0.29%
| Shares Class | Inc. |
|---|---|
| Yield | 2.25 |
| Total Expense Ratio | 0.00 |
Fund Performance
Cumulative Performance
Discrete Performance
MoneyAM Fund Centre
Quick Stats
| Fund Size | 82,334,300.00 | Launch Date | 21/12/2010 | Standard Initial Charge (%) | 0.00 |
|---|---|---|---|---|---|
| Currency | GBX | ISA Eligible | Yes | Annual Management Charge (%) | 1.00 |
| Sector | IMA UK Equity Income | Min Investment (£) | 1,000.00 | Total Expense Ratio (%) | 0.00 |
| ISIN | GB00B4L2WQ20 | Min Topup (£) | 500.00 | Ongoing Charge (%) | 1.1500 (on 31/05/2020) |
Fund Objective
The objective of the fund is to provide positive returns over rolling three year periods in all market conditions with less than a quarter of the volatility of the FTSE All-World Index, which may result in the returns from the fund being constrained. Three years is also the minimum recommended period for holding shares in this fund. This does not mean that the fund will achieve the objective over this, or any other, specific time period and there is a risk of loss to the original capital invested.
Fund Managers
Robin Willis
Robin Willis joined Premier Miton in June 2015. He co-manages the Premier Miton Defensive Growth Fund and is part of the investment team managing the Premier Miton Diversified funds. Robin is an investment company specialist and has been part of the Premier Miton Defensive Growth Fund investment team since he joined Premier Miton. Previously he was a fund manager and investment companies analyst at Cayenne Asset Management and an investment accountant at Fortis Prime Fund Solutions. Robin graduated with a B.Comm in Commerce from University College Dublin. Robin is a CFA Charterholder
Daniel Hughes
Daniel Hughes joined Premier Miton in July 2015. He co-manages the Premier Defensive Growth Fund and is part of the investment team managing the Premier Diversified funds. Daniel is a structured investment and derivatives specialist. He has been part of the Premier Defensive Growth Fund investment team since he joined Premier Miton. Before Premier Miton, he was a structured product and equity derivatives specialist at Royal Bank of Scotland. Daniel graduated with a BSc (Hons) in International Business from Warwick University.
Asset Breakdown
Region Breakdown
Sector Breakdown
Top 10 Holdings
Please remember that past performance is not a guide of future returns. The value of investments and the income from them can go down as well as up as a result of currency exchange and market fluctuations and investors may not get back the amount originally invested.
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