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PREMIER MITON GLOBAL SUSTAINABLE GROWTH C

PREMIER MITON GLOBAL SUSTAINABLE GROWTH C - Overview

Overview of PREMIER MITON GLOBAL SUSTAINABLE GROWTH C

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. PREMIER MITON GLOBAL SUSTAINABLE GROWTH C does not fall into either of these categories at present.

  • Standard Initial Charge 0.00%
  • Initial charge via Bestinvest 0.00%

Fund summary

Sector Global
Structure OEIC
Launched February, 2011
Size £111m
Yield 0.4%
Charging basis
Dividends paid 31 Jan, 30 Sep

Charges

Standard initial charge 0.00%
Initial charge via Bestinvest 0.00%
Additional bid/offer spread 0.00%
Annual management charge 0.75%
Ongoing charges figure 1.14%

Risks

Before investing make sure you have understood the risks relevant to the fund by reviewing our Risk Warnings section. Further information on the risks are contained in the fund's Key Investor Information Document, which we make available to you before you make a decision to invest, alternatively it is available on request.

Bestinvest view

No information available.

Portfolio

Allocation Proportion(%)
Equity 99
High yield bonds 0
Quality bonds 0
Property 0
Commodities 0
Hedge 0
Fund cash 1
Allocation Proportion(%)
UK 3
Europe 19
North America 54
Japan 7
Pacific 5
Emerging Markets 12
Allocation Proportion(%)
Large Caps 72
Mid Caps 24
Small Caps 4

View all performance data for this fund

Investment process

The Fund aims to achieve a total return in excess of inflation with a lower risk profile than that of the global equity market. The Fund will invest in a core portfolio of high quality global equities but has the latitude to use other instruments when equities are perceived to offer poor absolute value. Cash balances will be actively utilised in the portfolio according to market conditions. Exchange traded derivatives will be used primarily as a means to reduce risk in the portfolio. The portfolio will be exposed to a number of currencies outside the base currency although the manager will regularly use forward exchange contracts for hedging.

Live feed

Bid price(inc) 270.75p
Accum units 296.58p
Fund commentary
Fund data updated on 14/05/21

Asset allocation

Allocation Proportion(%)
Equity 99
High yield bonds 0
Quality bonds 0
Property 0
Commodities 0
Hedge 0
Fund cash 1

Equity Geographic

Allocation Proportion(%)
UK 3
Europe 19
North America 54
Japan 7
Pacific 5
Emerging Markets 12

Equity Capitalisation

Allocation Propor
tion(%)
Large Caps 72
Mid Caps 24
Small Caps 4

Top 10 holdings

As at: 31/07/2020
4.1802%Microsoft Corp
2.8832%Linde Plc
2.759%Taiwan Semiconductor Manufacturing
2.7503%Vestas Wind Systems
2.6983%Visa Inc
2.546%Icon Plc
2.4226%Abbvie Inc
2.3871%Aon Plc
2.3797%Kla Corp
2.3385%Stryker Corp
Source: Trustnet

Sector breakdown

Health Care 18%
Technology 17%
Industrials 16%
Financials 14%
Basic Materials 10%
Consumer Goods 9%
Oil & Gas 8%
Consumer Services 6%
Utilities 1%
Money Market 1%

Portfolio details

No information available.

Constraints

No information available.

Average monthly relative returns Bestinvest MRI
16/17 17/18 18/19 19/20 20/21   3 years 5 years Career 3 years 5 years Career
0.59%   0.50%
Performance figures are based on the average of monthly percentage returns relative to the benchmark index.

Duncan Goodwin

Manager. No information available.

Track record

The track record of Duncan Goodwin in managing mutual funds in this sector is still too short for us to draw any meaningful conclusions and so our assessment is based largely on qualitative aspects.

Periods of worst performance
Absolute -14% (January 2020 - March 2020)
Relative -3% (December 2020 - April 2021)

Other funds managed

Sector record since January 2020 (1 yr)




About the MRI

Our unique indicator: the Bestinvest Manager Record Index (MRI) measures the likelihood that the fund manager is adding value through their decisions. It is based on their performance record over the course of their career, adjusted for the amount of risk taken. MRI is an important contributor to our fund rating system but it is also vital to take account of qualitative factors. It is also very important to select funds to form a cohesive portfolio with an appropriate overall risk level.

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