Premier MI Miton Cautious Monthly Income Fund

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Premier Miton Cautious Monthly Income Fund B Accumulation units

Category GBP Allocation 40-60% Equity
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

199.00p/198.40p

arrow-up1.20p (+0.61%)

Fund Code

DMAMA

B7T1347

GB00B7T13474

Prices updated as at 02 May 2025
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Prices in GBX
Investment objective
The objective of the Fund is to achieve income and capital growth, over the long term, being five years or more. The Investment Manager aims to achieve the objective of the Fund by investing in a diversified portfolio of global investments covering different assets which will include equities (company shares), fixed income (including bonds issued by governments and companies), cash and cash deposits.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Annual performance (%)

YearThis fundGBP Allocation 40-60% Equity
31 Mar 14 - 31 Mar 1512.909.51
31 Mar 15 - 31 Mar 16-2.23-2.54
31 Mar 16 - 31 Mar 1714.1813.31
31 Mar 17 - 31 Mar 182.340.88
31 Mar 18 - 31 Mar 19-2.372.72
31 Mar 19 - 31 Mar 20-11.19-7.15
31 Mar 20 - 31 Mar 2132.1720.92
31 Mar 21 - 31 Mar 225.032.71
31 Mar 22 - 31 Mar 23-4.85-5.52
31 Mar 23 - 31 Mar 2412.948.45
31 Mar 24 - 31 Mar 253.273.46

Trailing returns (%)

YearThis fundGBP Allocation 40-60% Equity
1 Day0.610.41
1 Month-0.45-0.00
3 Months-2.21-2.35
6 Months2.520.85
1 Year3.925.03
3 Years annualised3.732.83
5 Years annualised7.764.72
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.


Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.


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