Premier Miton Responsible UK Equity C incomeRegister to Unlock Ratings |
Performance History | 31/05/2022 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | -16.8 | 38.7 | 10.6 | 13.8 | -15.9 |
![]() | +/-Cat | -4.6 | 14.9 | 15.6 | -2.6 | -7.6 |
![]() | +/-B’mrk | -7.3 | 19.5 | 20.4 | -4.6 | -17.4 |
Category: UK Flex-Cap Equity | ||||||
Category Benchmark: FTSE AllSh TR GBP |
Key Stats | ||
NAV 30/06/2022 | GBX 335.60 | |
Day Change | -1.24% | |
Morningstar Category™ | UK Flex-Cap Equity | |
IA (formerly IMA) Sector | UK All Companies | |
ISIN | GB0004073002 | |
Fund Size (Mil) 30/06/2022 | GBP 188.80 | |
Share Class Size (Mil) 30/06/2022 | GBP 70.89 | |
Max Initial Charge | - | |
Ongoing Charge 11/02/2022 | 0.89% |
Investment Objective: Premier Miton Responsible UK Equity C income |
The objective of the Fund is to provide capital growth over the long-term, being five years or more. The Investment Adviser aims to achieve the objective of the Fund by investing in an actively managed portfolio with a minimum of 80% of its assets in shares in companies incorporated, domiciled or which have a significant part of their business in the UK. The Investment Adviser will focus on companies that act responsibly; those with a strong Environmental, Social and Governance (ESG) profile and those that it believes are part of long term themes that have a positive influence on society and the environment. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Benji Dawes 01/07/2019 | ||
Jon Hudson 01/07/2019 | ||
Inception Date 28/07/1986 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
FTSE4Good UK TR GBP | FTSE AllSh TR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Premier Miton Responsible UK Equity C income | 31/05/2022 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 3.63 |
![]() | ![]() | 3.43 |
![]() | ![]() | 3.39 |
![]() | ![]() | 3.21 |
![]() | ![]() | 2.70 |
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Premier Miton Responsible UK Equity C income |