Premier Income Fund

It’s not just about finding smaller companies but also looking at well-known brands.

When reviewing the UK market there are many good UK managers and the income fund space is clearly awash with good managers. We have met a couple of times the manager of the Premier Income Fund. In this update we want to capture the essence of what the manager is doing and why investors seeking income might consider this fund.

It is worth covering performance; over a 5 year plus the fund starts to outperform the index we have set (which is a fairly high barrier) but over a shorter period it is marginal. Where this fund differs is the yield (income) which has averaged 4.3%, this combined with the performance could make this an attractive option for investors.

The other area which is interesting is that the manager seeks returns across the market. It is not purely focused on FTSE 100 stocks. Only 36% comes from the FTSE 100. Mid Cap is 30% and balance comes from small cap.

In this update we will (hopefully) bring to life his style of management with examples of the types of stocks he likes.

Fund Facts Morningstar

Notes

Please note...

Shininglights.co.uk is not regulated by the FCA. The information is purely a guide and it is the responsibility of the investor to carry out their own research before making any final decisions. We will ensure that the information is as accurate as possible but we cannot be held accountable for any errors or omissions. No products are sold on this site, nor do we endorse any particular product or investment.

Where there are links to third party sites this is not an endorsement of that site, and we cannot be held responsible for the accuracy of the information on that site.

Where there is reference to performance you should note that past performance is purely a guide and investments can fall as well as rise.

The information on the site belongs to shininglights.co.uk and cannot be replicated or copied without our permission.