ISIN:
GB00B68FGC22
IA Sector:
IA Global
Risk level:
FE fundinfo Rating:
1 of 5
Income
Price:
280.5000 GBX
17 June 2025
Last change:
icon-up-small 0.54%
1 year change:
icon-down-small -5.74%
5 year annualised return:
5.86%
12 month yield:
0.21%
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Fund Objective: The objective of the Fund is to provide 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 also aims for at least 70% of the Fund to be invested in companies and other assets that have products or services that (i) enable better management and protection of the planet’s resources; (ii) reduce inequalities and increase economic resilience; and (iii) help people to lead healthier lives; where the products and services are aligned to a number of environmental and social sustainability growth themes (“sustainable growth themes”). To be aligned with the sustainable growth themes, companies and other assets held by the Fund must meet a “Sustainability Standard”, where (i) 50% of their revenues are aligned with at least one of the global sustainable development priorities set out in the 169 targets which form part of the United Nation’s Sustainable Development Goals (SDGs); (ii) they do not conflict with the Fund’s sustainability objective; and (iii) they do not breach the exclusionary criteria, detailed below. Up to 10% of the Fund’s assets (excluding deposits, cash or near cash) may be in investments that do not meet the “Sustainability Standard”, provided they do not conflict with it. The Investment Adviser applies a set of exclusionary screens and, for example, will not invest in companies that it believes have a negative societal or environmental impact, including those with more than 10% of their revenues coming from tobacco, gambling or coal mining. The Investment Adviser will not invest in companies with any involvement in banned weapons or those it believes contravene human rights. More details on the Fund’s investment policy including the analysis focusing on an investment’s financial credentials, as well as alignment to the Fund’s sustainable growth themes, and the full exclusionary screening criteria, can be found in the prospectus.
| Manager name | Premier Miton Investors |
|---|---|
| Manager start date | 12 May 2025 |
| Manager Biography | Neil Birrell is Chief Investment Officer for Premier Miton. He is lead manager of the Premier Miton Diversified fund range and heads the team managing the Premier Miton global equity funds. He also chairs the investment Committee of the Premier Portfolio Management Service. Neil joined Premier Miton in January 2013 from Elcot Capital, where he was part of the team responsible for managing multi strategy investments. Neil was previously Chief Investment Officer of Framlington Investment Management. |
| Investment style: | Growth |
|---|---|
| Region (geographical) | Global |
| Benchmark | IA Global |
|---|---|
| Sector | IA Global |
| FE fundinfo Rating | 1 of 5 |
Fund size: 76,530,331.61 GBX
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Chart date: June 17, 2025
ESG stands for Environmental, Social and Governance and is an approach for evaluating to what extent a company works towards social goals. For investors this can be used in order to understand how their funds and the assets they are made up of work towards these goals and use that information to help make sustainable investment choices.
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