Funds

Premier Ethical Fund

The aim of the fund is to achieve capital growth over the long-term.


The Premier Ethical Fund looks to produce long-term capital growth by mainly investing in the shares of companies whose business is based on ethical or socially responsible principles. The fund will be mainly invested in UK companies. The fund will actively seek to invest in companies which benefit the community or the environment whilst avoiding those with any significant involvement in gambling, the arms trade or other activities considered to have an adverse overall effect on health, the environment or human dignity.

The FTSE4Good UK index represents the performance of companies, traded on the London Stock Exchange, which meet globally recognised environmental, social and governance criteria. As these are characteristics that we broadly look for when selecting companies in which to invest, we believe this is a meaningful comparator to help investors assess 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
  • Invests in companies whose business is based on ethical or socially responsible principles
  • Avoids companies that are known to have a negative social or environmental effect on the community
  • Invests mainly in UK company shares
  • Actively managed
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 want to invest in a portfolio of company shares that are chosen using a set of socially responsible or ethical principles;
  • who appreciate the potential for attractive returns of investing in UK 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.
The 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;
  • whose main investment priority is to receive a regular income;
  • 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 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

Benji Dawes

Co-manager of: Premier UK Growth Fund, Premier Ethical Fund

Jon Hudson

Co-manager of: Premier UK Growth Fund, Premier Ethical Fund

 

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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