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Price: 206.1000GBX

Change: -0.34%

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Premier Miton Diversified Growth D Inc GBP

Premier Miton Diversified Growth D Inc GBP

ISIN:

GB00B8BJV423

Risk level:

1
2
3
4
5
6
7

FE fundinfo Rating:

IA Sector:

IA Mixed Investment 40-85% Shares

Income type:

Income

Price:

206.1000GBX

16 June 2025

Last change:

-0.34%

1 year change:

5.80%

5 year annualised return:

7.78%

12 month yield:

2.86%

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At a glance

At a glance performance and information

Eligibility:

Share Dealing Account
ISA
SIPP

The value of investments, and income from them, can rise and fall so you may get back less than you invest. If you are unsure about investing, seek independent advice

1 W 1 M 3 M 6 M YTD 1 Y 3 Y 5 Y Max

Add to chart:

  • Premier Miton Diversified Growth D Inc GBP
  • IA Mixed Investment 40-85% Shares
  • IA Mixed Investment 40-85% Shares

Discrete calendar year performance

Discrete calendar year performance
Investment 31/03/20 to 31/03/21 31/03/21 to 31/03/22 31/03/22 to 31/03/23 31/03/23 to 31/03/24 31/03/24 to 31/03/25
Premier Miton Diversified Growth D Inc GBP 39.23% 6.12% -5.22% 11.40% 0.10%
IA Mixed Investment 40-85% Shares 26.44% 5.23% -4.54% 10.16% 3.33%
IA Mixed Investment 40-85% Shares 26.44% 5.23% -4.54% 10.16% 3.33%

Trailing returns

(*annualised)

Trailing returns
Investment 3 months 6 months 1 year 3 years* 5 years*
Premier Miton Diversified Growth D Inc GBP 6.84% 2.49% 5.83% 5.97% 7.78%
IA Mixed Investment 40-85% Shares 3.08% 0.27% 5.43% 6.66% 5.91%
IA Mixed Investment 40-85% Shares 3.08% 0.27% 5.43% 6.66% 5.91%

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.

Manager name:

Premier Miton Investors

Manager start date:

18 March 2013

Investment style:

Aggressive

Region (geographical):

Global

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.

Benchmark:

IA Mixed Investment 40-85% Shares

Sector:

IA Mixed Investment 40-85% Shares

FE fundinfo Rating:

Fees & charges

Fees and Charges

Fees and Charges
Charge Who receives this? What is it? Amount
Initial charge: The fund manager Charges applied by the fund management company for investing in their fund. Please note that Investment Managers may charge each time you buy new units or shares in a fund or trust. Where Investment Managers would have an entry charge, we will negotiate to have it waived so you will not be charged. N/A%
Ongoing Charges: The fund manager The annual charge paid to a fund manager to cover the costs of running the fund. It is an estimate based on the actual amount charged in the previous year. 0.56%
Performance Fee: The fund manager A performance fee joins up the interest of the fund manager and their investors. A performance fee is taken when the fund beats pre-set conditions. 0%
Typical transaction cost: The fund manager The costs of dealing within a fund, which the Investment Manager must pay to continue managing the assets. This includes where the Manager decides to sell one stock and buy another. The costs will vary from one fund to another based on how often the Investment Manager trades and the costs applied when trading. 0.188%*
Dealing commission: iWeb The cost of buying or selling some or all of your investment. £5.00 (per online trade)

*This is an indication based on the market average. The fund’s actual transaction cost will be shown before you place a trade.

Account charges are not included

Breakdown

Asset Allocation

Fund size: 450,295,551.73 GBX

Chart date: June 16, 2025

Top 10 Holdings

Top 10 Holdings
Security Weight
Microsoft corporation 2.01%
Visa inc. 1.92%
Bh macro limited ord npv (gbp) 1.88%
Premier miton global dynamic credit fund f inc 1.84%
Meta platforms, inc. 1.72%
Vinci 1.51%
Linde public limited company 1.49%
Canadian pacific kansas city l 1.35%
United rentals inc 1.28%
Cadence design systems, inc. 1.24%

Sectors

Sectors
Sectors Weight
Equities 56.60%
Fixed Interest 18.90%
Alternative Investment Strategies 11.30%
Property Shares 10.60%
Money Market 2.10%
Hedge 0.50%

World regions

World regions
Country Weight
North American equities 27.50%
UK equities 17.10%
UK corporate bonds 11.10%
Other alternatives 8.90%
International property shares 7.30%
Europe ex UK equities 6.90%
International corporate bonds 4.00%
Emerging markets equities 3.90%
UK property shares 3.30%
Alternative fixed income 3.10%
ESG

What is ESG?

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.