Premier Miton UK Value Opportunities Fund Class B Accumulation
Category UK Small-Cap Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
260.80p
2.60p (+1.01%)
Fund Code
MIVOA
B8QW1M4
GB00B8QW1M42
Prices updated as at 02 May 2025
|
Prices in GBX
Investment objective
The objective of the Fund is to provide 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 an actively managed portfolio with a minimum of 70% of its assets in shares in UK companies.
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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Annual performance (%)
| Year | This fund | UK Small-Cap Equity |
|---|---|---|
| 31 Mar 14 - 31 Mar 15 | 10.22 | -2.02 |
| 31 Mar 15 - 31 Mar 16 | 15.52 | 8.81 |
| 31 Mar 16 - 31 Mar 17 | 9.76 | 18.14 |
| 31 Mar 17 - 31 Mar 18 | 8.34 | 13.74 |
| 31 Mar 18 - 31 Mar 19 | -4.83 | -2.81 |
| 31 Mar 19 - 31 Mar 20 | -16.36 | -17.82 |
| 31 Mar 20 - 31 Mar 21 | 70.39 | 65.89 |
| 31 Mar 21 - 31 Mar 22 | -5.78 | -0.70 |
| 31 Mar 22 - 31 Mar 23 | -6.93 | -15.93 |
| 31 Mar 23 - 31 Mar 24 | 8.15 | 4.03 |
| 31 Mar 24 - 31 Mar 25 | 1.66 | -3.04 |
Trailing returns (%)
| Year | This fund | UK Small-Cap Equity |
|---|---|---|
| 1 Day | 1.01 | 0.85 |
| 1 Month | 4.28 | 3.30 |
| 3 Months | -0.80 | -3.72 |
| 6 Months | 0.31 | -4.94 |
| 1 Year | 2.80 | -3.04 |
| 3 Years annualised | 2.75 | -3.63 |
| 5 Years annualised | 9.64 | 5.49 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.
