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PREMIER MITON RESPONSIBLE UK EQUITY A

Bestinvest LogoMulti-cap UK Ethical fund

PRICE (INC)

319.4p

PRICE (ACC)

378.9p

INITIAL CHARGE

4%

0%

ANNUAL MANAGEMENT CHARGE

1.5%

ONGOING CHARGE

1.64%

YIELD

2%

1 YEAR
-2.83%
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Prices as at 01 Dec 2023.

We don’t currently provide commentary on this fund.

Past performance is not an indication of future performance.

Capital at risk.

The objective of the Fund is to provide capital growth over the long-term, being five years or more. The Investment Adviser aims to achieve the objective of the Fund by investing in an actively managed portfolio with a minimum of 80% of its assets in shares in companies incorporated, domiciled or which have a significant part of their business in the UK. The Investment Adviser will focus on companies that act responsibly; those with a strong Environmental, Social and Governance (ESG) profile and those that it believes are part of long term themes that have a positive influence on society and the environment.

Fund summary

SectorUK All Companies
StructureOEIC
LaunchedJuly 1986
Size£155m
Yield2%
Dividends paidApril, October

Charges

Standard Initial Charge4%
Initial Charge Via BestInvest0%
Additional Bid/Offer Spread0%
Annual Management Charge1.5%
Ongoing Charges Figure1.64%

Investment Process

The information on this website is not intended to be advice or a recommendation to buy, sell or hold any investment mentioned. The value of investments and the income from them can go down as well as up and you may not get back the amount invested.

Past performance is not a guide to future performance. View full risk warning