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
81.72p
0.39p (+0.48%)
Fund Code
PMOPI
BFZND65
GB00BFZND652
Prices updated as at 09 May 2025
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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 | 0.48 | 0.33 |
| 1 Month | 9.99 | 9.99 |
| 3 Months | -8.47 | -9.59 |
| 6 Months | -6.63 | -3.94 |
| 1 Year | -5.66 | 0.50 |
| 3 Years annualised | -0.06 | 7.80 |
| 5 Years annualised | 5.72 | 8.40 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.
