Premier Miton UK Smaller Companies Fund Class B Accumulation header image

Premier Miton UK Smaller Companies Fund Class B Accumulation

Fund

ISIN GB00B8JWZP29 / Valor null

NAV (2025-01-16)
GBP 2.69+1.62%

Premier Miton UK Smaller Companies Fund Class B Accumulation
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General Objective

The fund aims to provide capital growth over the long-term, with a minimum recommended holding period of five years. However, there is a risk of loss to the original capital invested.

Fund Exposure

The fund manager will invest at least 70% of the fund's assets in shares of smaller companies incorporated or domiciled in the UK, with a market value of £1.5 billion or less. The fund may also invest in companies from other geographical jurisdictions such as Europe and the USA, government and corporate bonds, convertible bonds, collective investment schemes, and cash-like investments. The fund may use derivatives and forward transactions for efficient portfolio management, including hedging.

Risks

There is a risk of loss to the original capital invested, as the fund is actively managed and the portfolio is adapted based on the fund manager's assessment of the economic environment and market conditions. Additionally, the fund may be exposed to risks associated with investing in smaller companies, different geographical regions, and various asset classes.

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Source

https://www.premiermiton.com/funds/premier-miton-uk-smaller-companies-fund/

Tags:
capital growth uk small cap ftse small cap index

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OTHER SHARE CLASSES OF THIS FUND

Premier Miton UK Smaller Companies Fund Class B Income
Premier Miton UK Smaller Companies Fund Class B Income Premier Miton UK Smaller Companies Fund Class B Income
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Annual Return

-50%0%+50%

Risk level

110
1.66%GBP 2.57
Premier Miton UK Smaller Companies Fund Class A Accumulation
Premier Miton UK Smaller Companies Fund Class A Accumulation Premier Miton UK Smaller Companies Fund Class A Accumulation
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.71%GBP 2.37