Funds

Premier Miton Diversified Cautious Growth Fund

The objective of the fund is to provide total returns comprised of capital growth and income 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 Premier Miton Diversified Cautious Growth Fund is part of our Diversified fund range that includes four growth-focussed funds that aim to achieve long-term total returns. Each of the four growth-focussed funds is managed with a different risk profile in mind, with the aim of allowing clients to invest in a fund that reflects their own risk profile.

The funds are managed by the same investment team and invest in a multi-asset portfolio across fixed income, company shares, property shares and alternative assets. Each fund will have different investment allocations to reflect their different risk profiles.

The four growth-focussed Diversified funds are as follows:

Lower expected risk profile
Premier Miton Diversified Cautious Growth Fund
Premier Miton Diversified Balanced Growth Fund
Premier Miton Diversified Growth Fund
Premier Miton Diversified Dynamic Growth Fund
Higher expected risk profile

For an income focused Diversified fund see Premier Miton Diversified Income Fund

Many funds sold in the UK are grouped into sectors by the Investment Association (the trade body that represents UK investment managers), to facilitate comparison between funds with broadly similar characteristics. The fund is classified in the IA Mixed Investment 20% to 60% shares sector which we believe is a meaningful comparator 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 produce total returns over time made up of capital growth and income
  • A diversified, multi-asset portfolio investing in different assets including fixed income, company shares, property shares and alternative assets
  • Actively managed
  • Utilises the specialist expertise of our fixed income, absolute return, UK equity, global equity and property investment teams
  • Experienced fund manager
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 long-term, which means at least 5 years;
  • who appreciate the potential for attractive returns of investing in different assets, including UK and overseas company shares, but also understand the higher risk that these investments may bring;
  • who understand that there are no guarantees that they will get back the full amount originally invested when they come to sell their investment;
  • 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 5 years;
  • 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.

 

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.

DELIVERING STRONG CUSTOMER OUTCOMES THROUGH CLEAR, STRAIGHTFORWARD PRODUCTS