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PREMIER GLOBAL ALPHA GROWTH - Fund overview

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Overview of PREMIER GLOBAL ALPHA GROWTH

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. PREMIER GLOBAL ALPHA GROWTH does not fall into either of these categories at present.

Standard Initial Charge

5.25% 2.25%

Invest via Bestinvest

to save 3.00%

Fund summary

Sector  Global
Product type  OEIC
Launched  May, 2008
Size  £8m
Yield 0.5%
Charging basis  –
Dividends paid  31/1, 30/9.
Bid price(inc) 92.90p
Bid price(acc) 93.89p

Fund Charges

Standard Initial charge 5.25%
Initial charge via Bestinvest 2.25%
Additional bid/offer spread 0.00%
Annual management charge 1.50%
Total expense ratio 1.77%
Reduction in yield (10yr) 1.99%

Bestinvest says


No information available.

Portfolio

premier global alpha growth asset allocation illustration
Allocation Proportion
Equity 84%
High yield bonds
Quality bonds 0%
Property 0%
Commodities
Hedge
Fund cash 16%
premier global alpha growth equity geographic illustration
Allocation Proportion
UK 13%
Europe 44%
Nth America 37%
Japan 2%
Pacific 2%
Other Equity 2%
premier global alpha growth equity capitalisation illustration
Allocation Proportion
Large Caps 100%
Mid Caps 0%
Small Caps 0%

Investment process


The Fund aims to achieve a total return in excess of inflation with a lower risk profile than that of the global equity market. The Fund will invest in a core portfolio of high quality global equities but has the latitude to use other instruments when equities are perceived to offer poor absolute value. Cash balances will be actively utilised in the portfolio according to market conditions. Exchange traded derivatives will be used primarily as a means to reduce risk in the portfolio. The portfolio will be exposed to a number of currencies outside the base currency although the manager will regularly use forward exchange contracts for
hedging.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

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