Premier Miton Global Sustainable Growth C Accumulation Shares

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Performance History30/09/2021
Growth of 1,000 (GBP) Advanced Graph
Premier Miton Global Sustainable Growth C Accumulation Shares
Fund18.4-12.517.225.411.2
+/-Cat5.9-5.8-1.814.8-0.6
+/-B’mrk5.2-8.7-4.512.7-1.4
 
Key Stats
NAV
15/10/2021
 GBX 322.70
Day Change 0.91%
Morningstar Category™ Global Large-Cap Blend Equity
IA (formerly IMA) Sector Global
ISIN GB00B6740K61
Fund Size (Mil)
14/10/2021
 GBP 114.60
Share Class Size (Mil)
15/10/2021
 GBP 13.34
Max Initial Charge -
Ongoing Charge
30/09/2021
  0.99%
Investment Objective: Premier Miton Global Sustainable Growth C Accumulation Shares
The objective of the fund is to provide capital growth over the long-term, being five years or more. 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 over this, or any other, specific time period and there is a risk of loss to the original capital invested. The Investment Adviser aims to achieve the objective of the Fund by investing a minimum of 80% of its assets in an actively managed portfolio of company shares. Those companies will be of different sizes and from a range of geographical regions and industry sectors around the world.
Returns
Trailing Returns (GBP)15/10/2021
YTD10.67
3 Years Annualised14.30
5 Years Annualised11.44
10 Years Annualised13.78
12 Month Yield 0.35
Management
Manager Name
Start Date
Duncan Goodwin
20/01/2020
Inception Date
21/02/2011
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
IA GlobalMSCI ACWI NR USD
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationNot Specific
GrowthYes
IncomeNot Specific
HedgingNot Specific
OtherNot Specific
Portfolio Profile for  Premier Miton Global Sustainable Growth C Accumulation Shares30/09/2021
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock98.030.0098.03
Bond0.000.000.00
Property0.000.000.00
Cash1.970.001.97
Other0.000.000.00
Top 5 Regions%
United States56.03
Eurozone12.41
United Kingdom9.82
Japan6.58
Europe - ex Euro6.07
Top 5 Sectors%
Technology19.86
Industrials17.96
Healthcare15.27
Financial Services14.65
Consumer Cyclical10.83
Top 5 HoldingsSector%
Vestas Wind Systems A/SIndustrialsIndustrials3.43
Ball CorpConsumer CyclicalConsumer Cyclical2.83
Linde PLCBasic MaterialsBasic Materials2.62
HDFC Bank LtdFinancial ServicesFinancial Services2.60
Darling Ingredients IncConsumer DefensiveConsumer Defensive2.48
Premier Miton Global Sustainable Growth C Accumulation Shares

Related

* This share class has performance data calculated prior to the inception date, 2011-02-21. This is based upon a simulated/extended track record, using the track record of Premier Miton Global Sust Gr A Acc (ISIN: GB00B2QXTP49), and is in accordance with Morningstar’s Extended Performance Methodology paper. To find out more about this, click here.
In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)