Investor Presentation
STRONG MULTI-ASSET
INVESTMENT PERFORMANCE...
Performance and fund size as at 31 March 2021
(numbers represent quartile rankings within relevant sector)
Premier Miton
INVESTORS
Performance
(in quartiles)
Size
Fund
1YR
SMI
(£m)
...NET FLOWS ARE IMPROVING.
Monthly net flows of all multi-asset funds
Multi-Manager
Premier Miton Multi-Asset Distribution
1,052
1
3
Premier Miton Multi-Asset Monthly Income
552
1
1
30
Premier Miton Multi-Asset Global Growth
127
1
1
20
Premier Miton Liberation range
351
10
n/a
n/a
0
2,082
Oct-20
Nov-20 Dec-20 Jan-21 Feb-21
Mar-21
Apr-21
-10
Premier Miton Cautious Multi Asset
377
1
1
-20
Macro Thematic
Premier Miton Cautious Monthly Income
Premier Miton Defensive Multi Asset
Premier Miton Multi-Asset Conservative Growth
Premier Miton Multi-Asset Growth and Income
124
1
1
-30
-40
124
2
88
*
*
£m
-50
618
*
-60
-70
1,331
-80
-90
Premier Miton Diversified Growth
245
1
1
-100
Diversified
Premier Miton Diversified Dynamic Growth
Premier Miton Diversified Income
39
1
1
-110
34
1
1
-120
Premier Miton Diversified Cautious Growth
33
1
1
-130
Premier Miton Diversified Balanced Growth
Premier Miton Balanced Multi Asset
29
1
3
Λ
Λ
Diversified
-
Macro thematic
- Multi-manager (ex. Absolute Return)
quartile
2nd
quartile
3rd
quartile
4t
quartile
383
Performance as at 31 March 2021 against relevant IA sectors. Excludes Connect, Premier Miton Multi-Asset Absolute Return and Premier Miton Managed Index Balanced.
*manager changed to D Jane / A Rayner from 1 February 2021.
Amanager changed to N Birrell from 1 March 2021.
Investor presentation
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