Premier Miton Global Sustainable Optimum Income C Income Share
Category Global Large-Cap Growth Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
82.22p
0.88p (+1.08%)
Fund Code
PMOPI
BFZND65
GB00BFZND652
Prices updated as at 28 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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Annual performance (%)
Year | This fund | Global Large-Cap Growth Equity |
---|---|---|
31 Mar 14 - 31 Mar 15 | - | - |
31 Mar 15 - 31 Mar 16 | - | - |
31 Mar 16 - 31 Mar 17 | - | - |
31 Mar 17 - 31 Mar 18 | - | - |
31 Mar 18 - 31 Mar 19 | - | - |
31 Mar 19 - 31 Mar 20 | -8.77 | -0.88 |
31 Mar 20 - 31 Mar 21 | 40.29 | 39.08 |
31 Mar 21 - 31 Mar 22 | 8.32 | 4.02 |
31 Mar 22 - 31 Mar 23 | -6.03 | -4.13 |
31 Mar 23 - 31 Mar 24 | 6.78 | 19.19 |
31 Mar 24 - 31 Mar 25 | -9.05 | -1.74 |
Trailing returns (%)
Year | This fund | Global Large-Cap Growth Equity |
---|---|---|
1 Day | 1.08 | 0.73 |
1 Month | 3.81 | 6.50 |
3 Months | -3.02 | -3.40 |
6 Months | -8.51 | -3.77 |
1 Year | -5.50 | 2.87 |
3 Years annualised | 0.23 | 8.77 |
5 Years annualised | 4.44 | 7.52 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.