Premier Miton US Smaller Companies Fund

Select share classes

There is only one type of share class for this fund.

Premier Miton US Smaller Companies Fund B Accumulation

Category US Small-Cap Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

176.40p

arrow-down-0.60p (-0.34%)

Fund Code

MIUBA

BF54H99

GB00BF54H991

Prices updated as at 24 Dec 2024

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 80% of its assets in shares of US smaller companies at the time of purchase.

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.

Company name

Premier Portfolio Managers Limited

Fund launch date

14 Mar 2018

Domicile

United Kingdom

UCITS

Yes

Fund manager

Hugh Grieves

Manager start date

14 Mar 2018

Fund manager biography

Hugh Grieves joined Premier Miton in January 2013. Prior to this, he worked for Herald Investment where he was responsible for managing the Herald Worldwide Fund. From 2000-2008 he co-managed the technology funds at Societe Generale Asset Management Ltd and solely managed the funds from 2008-2009. Prior to that, Hugh worked in the US smaller companies team at Gartmore. Hugh graduated from Bristol University with a degree in Economics and is a CFA charterholder.

Fund manager

Alex Knox

Manager start date

30 Sep 2024

Fund manager biography

Alex Knox joined Premier Miton in August 2024 from Federated Hermes where she worked for 15 years as a manager of the US SMID Equity fund from August 2009 to July 2024. Prior to this she was a fund manager in the Aviva Investors UK Small and Mid-Cap team (2000-2005). Alex is a Chartered Accountant.

Head office

Premier Portfolio Managers Limited

Eastgate Court

Guildford

United Kingdom

GU1 3DE

Got a question?

Get in touch

we're here to help:

0207 982 2703

Mon-Fri 8am to 6pm

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.

Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.