Premier Miton run a range of multi asset funds. This strategy was previously called the Balanced Multi Asset Fund. In 2021 Neil took over the strategy and repositioned to be a sustainable fund. The new look fund was launched on 1 March 2022. The fund had to be approved by the FCA and it took time to gain approval. It is worth reflecting that Premier are building their ESG / Sustainable offering and we should expect further options in the future.
In terms of looking at this, although we have a track record of performance this is under a different mandate and manager. So, this may be a strategy to watch to see how it progresses under the new team.
The aim is to deliver strong risk adjusted returns over a 3-to-5-year period. They want to capture as much on the way up as they can but at the same time protect on the downside. So effectively overtime investors should get equity type returns with lower volatility…..read more