2021 Results
Diversified
Macro
11
Thematic
MULTI-ASSET PERFORMANCE
Performance and fund size as at 30 September 2021
(numbers represent quartile rankings within relevant sector)
Multi-Manager
Investment
Performance
Y-o-Y
(in quartiles)
Fund Size
Fund
fund size
3YR
SMI
(£m)
growth
Premier Miton Multi-Asset Distribution
Premier Miton Multi-Asset Monthly Income
-13%
1,015
3
3
-3%
542
3
1
Premier Miton Multi-Asset Global Growth
-17%
130
3
1
Premier Miton Liberation range
-10%
331
n/a
n/a
Premier Miton Multi-Asset Absolute Return Fund
-6%
137
n/a
n/a
2,156
Premier Miton Cautious Multi Asset
-11%
383
2
1
Premier Miton Cautious Monthly Income
-38%
124
3
1
Premier Miton Defensive Multi Asset
+225%
181
2
2
Premier Miton Multi-Asset Growth and Income
-13%
570
*
1,258
Premier Miton Diversified Growth
+77%
330
1
1
Premier Miton Diversified Dynamic Growth
Premier Miton Diversified Income
+144%
44
n/a
1
+33%
40
1
1
Premier Miton Diversified Cautious Growth
Premier Miton Diversified Balanced Growth
Premier Miton Balanced Multi Asset
+155%
42
n/a
1
+159%
42
n/a
2
+146%
5
Λ
Л
505
1st
quartile
2nd
3rd
quartile
quartile
4th
quartile
Amanager changed to N Birrell from 1 March 2021.
Source: Premier Miton performance data as at 30 September 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.
2021 Results
30
Premier Miton
INVESTORSView entire presentation