Premier Miton Multi-Asset Distribution C accumulationRegister to Unlock Ratings |
| Performance History | 31/07/2022 |
| Growth of 1,000 (GBP) | Advanced Graph |
 | Fund | -4.1 | 13.4 | -1.1 | 8.9 | -5.5 |
| +/-Cat | 1.4 | 0.9 | -5.2 | 0.8 | 2.1 |
| +/-B’mrk | -1.3 | 0.5 | -6.4 | 0.9 | 0.0 |
| Category: GBP Allocation 40-60% Equity | ||||||
| Category Benchmark: Morningstar UK Mod Tgt Allo... | ||||||
| Key Stats | ||
| NAV 12/08/2022 | GBX 379.20 | |
| Day Change | 0.32% | |
| Morningstar Category™ | GBP Allocation 40-60% Equity | |
| IA (formerly IMA) Sector | Mixed Investment 20-60% Shares | |
| ISIN | GB00BTHH0B79 | |
| Fund Size (Mil) 12/08/2022 | GBP 845.66 | |
| Share Class Size (Mil) 12/08/2022 | GBP 467.48 | |
| Max Initial Charge | - | |
| Ongoing Charge 17/05/2022 | 1.18% | |
| Morningstar Research |
| Analyst Report |
Success of the Premier Miton Multi-Asset Distribution strategy lies in its strong team led by David Hambidge and their well-rounded process that focuses on fund manager due diligence. With a fee reduction and portfolio adjustments linked to this... |
| Click here to read this analyst report on the underlying fund. |
| Morningstar Pillars | |
|---|---|
| People | Above Average |
| Parent | Average |
| Process | Above Average |
| Performance | |
| Price | |
| Investment Objective: Premier Miton Multi-Asset Distribution C accumulation |
| The objective of the Fund is to provide income together with 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 Fund’s objective by investing in collective investment schemes (including those managed by the ACD and its affiliates and other regulated and unregulated funds) including open ended investment companies, Exchange Traded Funds and closed ended investment companies (including investment trusts). |
| Returns | |||||||||||||
|
| Management | ||
Manager Name Start Date | ||
David Hambidge 01/02/1999 | ||
David Thornton 01/10/2012 | ||
| Click here to see others | ||
Inception Date 02/02/2015 | ||
| Advertisement |
| Category Benchmark | |
| Fund Benchmark | Morningstar Benchmark |
| IA Mixed Investment 20-60%Shares | Morningstar UK Mod Tgt Alloc NR GBP |
| Target Market | ||||||||||||||||||||
| ||||||||||||||||||||
| Portfolio Profile for Premier Miton Multi-Asset Distribution C accumulation | 31/07/2022 |
| ||||||||||||||||||||||||||||||||||||||||||
 | ||||||||||||||||||||||||||||||||||||||||||
| ||||||||||||||||||||||||||||||||||||||||||
| ||||||||||||||||||||||||||||||||||||||||||
| ||||||||||||||||||||||||||||||||||||||||||
| ||||||||||||||||||||||||||||||||||||||||||
| ||||||||||||||||||||||||||||||||||||||||||
Increase 
New since last portfolio
