LSE - Delayed Quote GBP

Premier Miton Global Sust Gr C Acc (0P0000SMJO.L)

3.3930
+0.0080
+(0.24%)
At close: January 22 at 8:00:00 PM GMT

Performance Overview

Morningstar Return Rating --
YTD Return 4.82%
5y Average Return 7.43%
Number of Years Up 11
Number of Years Down 2
Best 1Y Total Return (Jan 22, 2025) 25.40%
Worst 1Y Total Return (Jan 22, 2025) --
Best 3Y Total Return 25.40%
Worst 3Y Total Return -1.57%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000SMJO.L
Category
YTD
3.78%
0.00%
1-Month
-4.34%
0.00%
3-Month
-1.85%
0.00%
1-Year
3.78%
0.00%
3-Year
-1.57%
0.00%
5-Year
6.84%
0.00%
10-Year
8.60%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000SMJO.L
Category
2024
3.78%
--
2023
2.30%
--
2022
-10.16%
--
2021
16.39%
--
2020
25.40%
--
2019
17.24%
--
2018
-12.48%
--
2017
18.42%
--

2016
18.99%
--
2015
13.37%
--
2014
15.71%
--
2013
22.41%
--
2012
8.92%
--
2011
-8.30%
--
2010
10.02%
--
2009
19.74%
--
2008
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 7.60% -1.97% 0.24% -1.85%
2023 -0.69% 0.59% -3.81% 6.45%
2022 -3.54% -13.04% 3.93% 3.04%
2021 1.23% 5.02% 4.61% 4.66%
2020 -13.87% 19.03% 8.18% 13.07%
2019 8.80% 3.65% -1.08% 5.10%
2018 -4.33% 6.65% 0.84% -14.94%
2017 5.38% 1.11% 3.33% 7.57%
2016 -1.02% 5.09% 7.50% 6.42%
2015 11.13% -3.00% -4.86% 10.54%

2014 0.76% 1.31% 5.55% 7.39%
2013 18.02% -1.81% 0.02% 5.61%
2012 10.30% -7.98% 5.76% 1.46%
2011 -0.82% 0.41% -16.10% 9.75%
2010 7.21% -12.48% 7.13% 9.45%
2009 -9.22% 8.78% 17.99% 2.77%
2008 -11.14% -9.63% -- --

Rank in Category (By Total Return)

YTD 94
1-Month 98
3-Month 98
1-Year 94
3-Year 89
5-Year 79

Load Adjusted Returns

1-Year 3.78%
3-Year -1.57%
5-Year 6.84%
10-Year 8.60%

Performance & Risk

YTD Return 4.82%
5y Average Return 7.43%
Rank in Category (ytd) 94
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.86
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Premier Portfolio Managers Limited
Net Assets 84.46M
YTD Return 3.78%
Yield 0.10%
Morningstar Rating
Inception Date Feb 11, 2022

Fund Summary

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