Following FCA approval, on 27 November 2020, ‘Miton’ was added to the name of the fund to reflect the merger of Premier Asset Management Group plc and Miton Group plc which took place in November 2019 to form the Premier Miton group. The objective of the fund is to achieve total returns comprised of capital growth and income from a global, diversified portfolio of investments. Those investments will typically track indices covering different asset classes. The minimum recommended term for holding shares in this fund is at least 5 years. 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 your original capital invested. Premier Miton Managed Index Balanced Fund is a highly diversified, multi-asset portfolio providing access to different types of asset, such as company shares (equities), bonds, commercial property and alternative assets, through a portfolio made up of different types of investment, including Exchange Traded Funds (ETFs) and index funds (tracker funds), which will typically track indices. 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. The past performance of an investment is not a guide to its future performance; the value of an investment and any income from it can go down as well as up. There is a risk that you could get back less than you invested. Find out more In brief A multi-asset portfolio aiming to generate long-term growth Highly diversified and liquid (easy to sell) holdings to spread risk and widen investment opportunities Exposure to different assets including property, company shares, bonds and alternative assets Combines our expertise in global multi-asset investing with low-cost investments such as ETFs and tracker funds The 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 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: 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; and who are looking for a guaranteed level of growth on their original investment. 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: Consult with an authorised financial adviser. Read the fund’s ‘Key Investor Information Document’. Read the ‘Supplementary Information Document’. Understand and feel comfortable with the risks summarised in the Key Investor Information Document and detailed in the fund’s Prospectus. Like to know more? If you are interested in this fund or would like any further information, please contact us. Email us Wayne Nutland Head of Managed Index Solutions