LSE - Delayed Quote • GBp
Premier Miton Diversified Balanced Growth C income (0P0001FD10.L)
At close: August 16 at 9:00 PM GMT+1
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 7.05% |
| 5y Average Return | 6.25% |
| Number of Years Up | 3 |
| Number of Years Down | 1 |
| Best 1Y Total Return (Aug 16, 2024) | 11.70% |
| Worst 1Y Total Return (Aug 16, 2024) | -- |
| Best 3Y Total Return | 11.70% |
| Worst 3Y Total Return | 3.11% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P0001FD10.L
Category
- YTD
- 6.88%
- 0.00%
- 1-Month
- 1.96%
- 0.00%
- 3-Month
- 4.09%
- 0.00%
- 1-Year
- 12.86%
- 0.00%
- 3-Year
- 2.71%
- 0.00%
- 5-Year
- 5.45%
- 0.00%
- 10-Year
- 0.00%
- 0.00%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
0P0001FD10.L
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 2.77% | 2.00% | -- | -- |
| 2023 | -0.52% | -0.44% | 0.21% | 7.16% |
| 2022 | -4.01% | -4.83% | -2.96% | 4.10% |
| 2021 | 3.08% | 4.04% | 1.92% | 2.19% |
| 2020 | -14.13% | 12.64% | 2.68% | 9.12% |
| 2019 | 3.16% | 0.78% | 4.73% | -- |
Rank in Category (By Total Return)
| YTD | 42 |
| 1-Month | 9 |
| 3-Month | 16 |
| 1-Year | 12 |
| 3-Year | 46 |
| 5-Year | 23 |
Load Adjusted Returns
| 1-Year | 12.86% |
| 3-Year | 2.71% |
| 5-Year | 5.45% |
| 10-Year | -- |
Performance & Risk
| YTD Return | 7.05% |
| 5y Average Return | 6.25% |
| Rank in Category (ytd) | 42 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.82 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | Premier Portfolio Managers Limited |
| Net Assets | 153.79M |
| YTD Return | 6.88% |
| Yield | 2.71% |
| Morningstar Rating | |
| Inception Date | Sep 16, 2022 |
Fund Summary
Fund Summary Information Not Available
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