Premier Miton Multi-Asset Growth & Income B income

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Morningstar Rating™(Relative to Category)31/12/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageAbove Average2 star
5-YearBelow AverageAbove Average2 star
10-Year*Above AverageAbove Average4 star
Overall*AverageAbove Average3 star
 
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1 Year Daily Volatility Chart (annualised)
  • Premier Miton Multi-Asset Growth & Income B income
  • Morningstar UK Mod Adv Tgt Alloc NR GBP
%
Volatility Measurements31/12/2021
 
3-Yr Std Dev13.32 %
3-Yr Mean Return8.93 %
 
3-Yr Sharpe Ratio0.62
 
Modern Portfolio Statistics31/12/202131/12/2021
 Standard IndexBest Fit Index
 Morningstar UK Mod Adv Tgt Alloc NR GBP  MSCI Europe Small Cap NR EUR
3-Yr Beta1.260.68
3-Yr Alpha-4.86-3.39
 
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* This share class has performance data calculated prior to the inception date, 2012-11-05. This is based upon a simulated/extended track record, using the track record of Premier Miton Multi-Asset Gr & Inc A Inc (ISIN: GB00B1KSRR68), 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)