Premier Miton UK Growth C income

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Performance History30/11/2021
Growth of 1,000 (GBP) Advanced Graph
Premier Miton UK Growth C income
Fund12.7-6.839.411.77.8
+/-Cat-6.98.18.614.6-2.0
+/-B’mrk-5.68.38.620.2-5.0
 
Key Stats
NAV
03/12/2021
 GBX 319.40
Day Change 0.28%
Morningstar Category™ UK Mid-Cap Equity
IA (formerly IMA) Sector UK All Companies
ISIN GB0031639221
Fund Size (Mil)
03/12/2021
 GBP 279.89
Share Class Size (Mil)
03/12/2021
 GBP 164.41
Max Initial Charge -
Ongoing Charge
03/11/2021
  0.92%
Investment Objective: Premier Miton UK Growth C income
The fund aims to achieve capital growth. The Fund's investment policy is to invest in equities, primarily in the UK, in order to seek long term capital growth. The Fund shall be actively managed and the investment strategies pursued will identify opportunities for growth subject to prevailing market conditions.
Returns
Trailing Returns (GBP)03/12/2021
YTD8.60
3 Years Annualised16.99
5 Years Annualised13.38
10 Years Annualised11.97
12 Month Yield 1.21
Dividend Paying Frequency Half-yearly
Management
Manager Name
Start Date
Benji Dawes
01/11/2017
Jon Hudson
01/11/2017
Inception Date
21/06/1972
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
FTSE AllSh TR GBPFTSE 250 Ex Investment Trust TR GBP
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 UK Growth C income31/10/2021
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock97.970.0097.97
Bond0.000.000.00
Property0.000.000.00
Cash1.240.001.24
Other0.790.000.79
Top 5 Regions%
United Kingdom86.21
Eurozone3.16
United States2.83
Europe - ex Euro2.00
Australasia1.93
Top 5 Sectors%
Consumer Cyclical20.74
Communication Services15.01
Technology13.32
Financial Services10.73
Industrials9.87
Top 5 HoldingsSector%
Spirent Communications PLCTechnologyTechnology3.04
TinyBuild IncCommunication ServicesCommunication Services2.74
Hikma Pharmaceuticals PLCHealthcareHealthcare2.67
IG Group Holdings PLCFinancial ServicesFinancial Services2.65
Robert Walters PLCIndustrialsIndustrials2.62
Premier Miton UK Growth C income

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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)