Investor Presentation
UK equities
quartile
SINGLE STRATEGY FUNDS DELIVERING FOR INVESTORS
Performance and fund size as at 31 March 2021
(numbers represent quartile rankings within relevant sector)
Ex-UK equities
Investment
performance
Risk-adjusted
performance
LTM
Fund
Active Sharpe
Name
3YR
SMI
growth Size £m
Share (%) Ratio
Premier Miton European Opportunities
+130% 2,416
1
1
95
1
Premier Miton US Opportunities
+89%
1,089
1
1
95
1
Premier Miton US Smaller Companies
+180%
349
1
1
95
1
Premier Miton Pan European Property Share
-21%
173
n/a
n/a
41
20
n/a
Premier Miton Global Sustainable Growth
+35%
111
n/a
Premier Miton Worldwide Opportunities
+28%
56
2
Premier Miton Global Infrastructure Income
+63%
49
1
Premier Global Infrastructure Income*
-19%
41
4
1234
90
n/a
71
71
Premier Miton Global Sustainable Optimum Income
Premier Miton Global Smaller Companies
n/a
17
n/a
1
91
312 42
2
n/a
15
n/a
n/a
99
60
n/a
4,316
Premier Miton UK Multi Cap Income
+24%
935
1
1
86
1
Premier Miton UK Value Opportunities
+91%
623
1
1
91
1
Premier Miton Monthly Income.
+99%
258
4^
4^
66
4^
Premier Miton UK Smaller Companies
+569%
234
1
1
91
1
Premier Miton UK Growth
+110%
219
1
1
91
1
Premier Miton Ethical
+72%
209
1
1
91
1
Premier Miton Income
-3%
192
4^
4^
66
4^
Premier Miton Optimum Income
2nd
quartile
3rd
quartile
quartile
-1%
62
4^
3^
66
4^
2,732
*
to be merged with Premier Miton Global Infrastructure Income in September 2021
^ recent change in fund manager
Premier Miton
INVESTORS
8
of these funds are top
decile performers in
their sectors since
inception
Investor presentation
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