Premier Miton Multi-Asset Distribution C accumulationRegister to Unlock Ratings |
Performance History | 30/11/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | -1.1 | 8.9 | -7.1 | 5.6 | 5.7 | |
+/-Cat | -5.2 | 0.8 | 3.3 | -1.9 | -2.3 | |
+/-B’mrk | -6.4 | 0.9 | 2.1 | -3.7 | -4.1 | |
Category: GBP Allocation 40-60% Equity | ||||||
Category Benchmark: Morningstar UK Mod Tgt Allo... |
Key Stats | ||
NAV 10/12/2024 | GBX 410.70 | |
Day Change | 0.05% | |
Morningstar Category™ | GBP Allocation 40-60% Equity | |
IA (formerly IMA) Sector | Mixed Investment 20-60% Shares | |
ISIN | GB00BTHH0B79 | |
Fund Size (Mil) 09/12/2024 | GBP 508.90 | |
Share Class Size (Mil) 09/12/2024 | GBP 276.72 | |
Max Initial Charge | - | |
Ongoing Charge 31/08/2024 | 1.10% |
Morningstar Research |
Analyst Report | 13/06/2024 Tom Mills, Senior Analyst Morningstar, Inc |
Premier Miton Multi-Asset Distribution’s key strengths lie in its strong team led by David Hambidge and their well-rounded process that focuses on fund manager due diligence. This supports a Morningstar Analyst Rating of Bronze for the clean... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 24 |
Parent | 23 |
Process | 24 |
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). |
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Management | ||
Manager Name Start Date | ||
David Thornton 01/10/2012 | ||
Ian Rees 01/04/2005 | ||
Inception Date 02/02/2015 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
IA Mixed Investment 20-60%Shares | Morningstar UK Mod Tgt Alloc NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Premier Miton Multi-Asset Distribution C accumulation | 30/11/2024 |
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