Premier Miton Global Sustainable Optimum Income

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

Premier Miton Global Sustainable Optimum Income C Income Share

Category Global Large-Cap Growth Equity
Sustainability Focus
star-filledstar-filled
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

81.90p

arrow-up0.41p (+0.50%)

Fund Code

PMOPI

BFZND65

GB00BFZND652

Prices updated as at 30 May 2025
|
Prices in GBX
Investment objective
The Fund aims to achieve a yield of 6% per annum together with the prospect of capital growth over the long term, being five years or more. The Investment Adviser also aims for at least 70% of the Fund to be invested in companies and other assets that are environmentally and/or socially sustainable (a “Sustainable Focus”). The Investment Adviser aims to achieve the objective of the Fund by investing a minimum of 80% of its assets in an actively managed portfolio of company shares. Those companies will be of different sizes and from a range of geographical regions and industry sectors around the world.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, SDR Consumer facing disclosure, 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.
Fund statusOpen
Fund typeOpen Ended Investment Company
Fund managerGeoff Kirk, Neil Birrell
93.44
74.3
Fund comparative indexIA Gbl Equity Income
Global Equity Income
-
0.90
0.29
0.00
Global Large-Cap Growth Equity
No
Fund providerPremier Portfolio Managers Limited
Share class launch date10 Sep 2018
£31.09m
-
6.85
-
Quarterly
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.


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.
© Copyright 2025 Morningstar. All rights reserved.