Funds

Premier Defensive Growth Fund

The fund aims to generate positive returns over a rolling 36 month basis. However, there is no guarantee that this objective will be achieved over that specific, or any, time period and there is always a risk of loss to your original capital.

The fund’s performance is not expected to be reliant on particular market conditions. The investment team aims to achieve the fund’s objective by investing in a portfolio which is diversified across different investment themes, investment strategies, asset classes, geographies and markets.

To help investors assess the performance of the fund, three month GBP LIBOR is used for comparison purposes.  The London Interbank Offered Rate (LIBOR), is a benchmark interest rate at which major global banks lend to one another in the international interbank market for short-term loans. As the fund aims to deliver an absolute return over a rolling 36 month basis with low volatility, through a portfolio that includes investments with a specific expected return profiles, we believe it is a meaningful benchmark to help investors assess the performance of the fund.

There is no guarantee that the fund will achieve its objective.

The full investment objective and investment policy for the fund are published in the fund’s Prospectus.

In brief
  • Aims to deliver positive returns over 36 month rolling periods
  • Diversified portfolio of global assets and investment strategies
  • Actively managed
  • Experienced investment team
This fund might be suitable for investors:
  • who have basic investment markets knowledge or experience of the basic characteristics and risks of funds;
  • who understand that all of their investment is at risk;
  • whose main investment priority is to grow the value of their original investment over time;
  • who can invest for the medium-term, which means at least 3 years;
  • who understand that there are no guarantees that they will get back the full amount originally invested when they come to sell their investment; and
  • who have consulted with an authorised financial adviser.
This fund might not be suitable for investors:
  • whose main investment priority is to receive a regular income;
  • who need to fully protect their investment;
  • who want on-demand full repayment of the amount invested;
  • who have no tolerance for risk;
  • who are unable to accept the possibility that they may not get back the full amount originally invested when they come to sell their investment;
  • who are looking to invest for less than 3 years;
  • who are looking for a high investment return;
  • who are looking for guaranteed returns.

The suitability descriptions above are for guidance only. We would always strongly recommend that investors consult with a financial adviser who can help assess risk profiles and the suitability of a fund. We are unable to provide individual investment advice or advise on the suitability of this fund for individual investors.

Before making an investment commitment, investors should:

Like to know more?

If you are interested in this fund or would like any further information, please contact us.

Fund managers

 

Risk and other important information

When you invest, your money is at risk because the value of investments, and any income from them, can go down as well as up and you could get back less than you invested. The past performance of an investment is not a guide to how it will perform in the future. Because there are many different types of investment risk and investors have different attitudes to risk, we are not able to categorise our investments as having a specific level of risk. We would therefore strongly recommend that if you do not have professional experience in matters relating to investments, you should speak with a financial adviser before making an investment decision.

Premier Miton Investors is not authorised to provide investment advice or tax advice. Before making an investment decision, it is also important that you read the key documentation for that investment which is available in the literature section of the website, by contacting a financial adviser or by getting in touch with us directly. See ‘Contact us’ for more information or if you are unsure. You can find more details about the specific risks and literature that are relevant to each type of investment on the individual fund, portfolio or investment trust website pages.

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