2021 Results slide image

2021 Results

OUTPERFORMANCE FROM GENUINELY ACTIVE INVESTING Premier Miton INVESTORS 3YR performance of Premier Miton's open ended equity funds versus relevant indices 80% 66.2% 60% Premier Miton's active funds returned 66.2% versus their relevant benchmark/indices of 38.3% over 3 years 40% -38.3% Over this period the blended beta was 0.8 -20% -40% 20% Nov-18- Premier Miton Equity funds weighted TR in GB Premier Miton Equity indices weighted TR in GB Jan-19- Mar-19- May-19- Jul-19- Sep-19- Nov-19- Jan-20- Mar-20 May-20 Jul-20 Sep-20- Nov-20- Jan-21 - Mar-21 - May-21- Jul-21 Sep-21- Nov-21- Source: FE data as of 31 October 2021 for funds with a 3yr track record. Not to be considered as recommendations to buy or sell any securities. Active share for funds. opposite was 84.3% Superior returns via Alpha without owning structural Beta nor index dead- weights 2021 Results 15
View entire presentation