2021 Results
UK equities
SINGLE STRATEGY PERFORMANCE
Performance and fund size as at 30 September 2021
(numbers represent quartile rankings within relevant sector)
Ex-UK equities
Premier Miton
INVESTORS
Investment
Performance
(in quartiles)
Y-o-Y
Fund
Active Share*
Name
fund size
growth
3YR
SMI
Size £m
(%)
Premier Miton European Opportunities
+53%
2,903
1
1
93%
Premier Miton US Opportunities
+55%
1,290
2
2
94%
Premier Miton US Smaller Companies
+59%
347
1
1
97%
Premier Miton Pan European Property Share
+1%
178
n/a
n/a
50
41%
Premier Miton Global Sustainable Growth
Premier Miton Global Infrastructure Income
Premier Miton European Sustainable Leaders
+15%
116
n/a
1
92%
+7%
92
1
72%
new
76
n/a
95%
Premier Miton Worldwide Opportunities
+30%
58
1
1
n/a
Premier Miton Global Smaller Companies
new
41
n/a
98%
Premier Miton Global Sustainable Optimum Income
Premier Miton European Equity Income
+43%
21
n/a
1
92%
new
9
n/a
1
80%
5,131
Premier Miton UK Multi Cap Income
Premier Miton UK Value Opportunities
Premier Miton Monthly Income
Premier Miton UK Growth
Premier Miton Ethical
Premier Miton Income
Premier Miton UK Smaller Companies
Premier Miton Optimum Income
1st
quartile
2nd
quartile
3rd
quartile
4th
quartile
change in fund manager
* Active share demonstrates the difference between a fund's holdings and that of its benchmark index.
+39%
1,166
86%
+109%
724
1
1
92%
+4%
262
n/a
4^
70%
+126%
299
1
92%
+58%
252
1
1
92%
+1%
187
n/a
4^
70%
+114%
141
1
94%
+8%
62
n/a
4^
70%
3,093
2021 Results
29
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