LSE - Delayed Quote GBp

Premier Miton Defensive Growth Fund (0P00015BBV.L)

132.50 +0.10 (+0.08%)
As of August 29 at 9:00 PM GMT+1. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 2.32%
5y Average Return 2.17%
Number of Years Up 6
Number of Years Down 3
Best 1Y Total Return (Aug 29, 2024) 8.42%
Worst 1Y Total Return (Aug 29, 2024) --
Best 3Y Total Return 8.42%
Worst 3Y Total Return -1.26%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00015BBV.L
Category
YTD
2.32%
0.00%
1-Month
1.07%
0.00%
3-Month
2.63%
0.00%
1-Year
4.00%
0.00%
3-Year
1.56%
0.00%
5-Year
2.14%
0.00%
10-Year
1.41%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P00015BBV.L
Category
2024
--
--
2023
-1.52%
--
2022
1.78%
--
2021
8.42%
--
2020
1.22%
--
2019
-4.19%
--
2018
-0.12%
--
2017
0.60%
--

2016
2.05%
--
2015
3.01%
--
2014
3.08%
--
2013
4.57%
--
2012
6.92%
--
2011
0.52%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 -1.54% 2.82% -- --
2023 -1.75% -2.09% 0.47% 1.89%
2022 1.70% 1.75% -2.17% 0.54%
2021 2.80% 2.44% 1.83% 1.10%
2020 -4.27% 0.39% 1.26% 4.02%
2019 -1.16% -1.23% -0.78% -1.08%
2018 0.01% -0.43% -0.68% 0.99%
2017 0.63% 0.28% 0.03% -0.34%
2016 -0.31% 0.09% 1.30% 0.96%
2015 1.69% 0.41% -0.01% 0.90%

2014 0.65% 1.18% 0.36% 0.85%
2013 1.80% 0.24% 1.31% 1.16%
2012 1.87% -0.10% 3.16% 1.84%
2011 -0.47% 1.20% -1.55% 1.37%

Rank in Category (By Total Return)

YTD 85
1-Month 27
3-Month 10
1-Year 87
3-Year 64
5-Year 66

Load Adjusted Returns

1-Year 4.00%
3-Year 1.56%
5-Year 2.14%
10-Year 1.41%

Performance & Risk

YTD Return 2.32%
5y Average Return 2.17%
Rank in Category (ytd) 85
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.06
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Premier Portfolio Managers Limited
Net Assets 79.96M
YTD Return 2.32%
Yield 2.31%
Morningstar Rating
Inception Date Nov 05, 2012

Fund Summary

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