Premier Miton Diversified Cautious Growth D income
Category GBP Allocation 40-60% Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
117.50p
0.00p (+0.00%)
Fund Code
PMDCG
BHNZ2P9
GB00BHNZ2P92
Prices updated as at 24 Dec 2024
Prices in GBX
Investment objective
The objective of the Fund is to provide total returns comprised of capital growth and income over the long-term, being five years or more. Five years is also the minimum recommended period for holding shares in this Fund. This does not mean that the Fund will achieve the objective over this, or any other, specific time period and there is a risk of loss to the original capital invested. The Investment Adviser aims to achieve the objective of the Fund by investing in a diversified portfolio of investments covering different assets including fixed income (including bonds issued by governments and companies), convertible bonds (bonds that can convert into company shares), company shares, property company shares, alternative investments (which may include commodities and hedge funds), deposits, cash and near cash.
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
Fund status | Open |
Fund type | Open Ended Investment Company |
Fund manager | Neil Birrell |
121.3 | |
113 | |
Fund comparative index | IA Mixed Investment 20-60%Shares |
Mixed Investment 20-60% Shares | |
- | |
0.89 | |
0.10 | |
0.00 | |
GBP Allocation 40-60% Equity | |
No | |
Fund provider | Premier Portfolio Managers Limited |
Share class launch date | 01 Mar 2019 |
£112.73m | |
- | |
3.24 | |
- | |
Semi-Annually |
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.