LSE - Delayed Quote GBp

Premier Miton Diversified Bal Gr D Acc (0P0001PKIV.L)

134.50 +0.20 (+0.15%)
At close: November 29 at 8:00 PM GMT

Performance Overview

Morningstar Return Rating --
YTD Return 8.21%
5y Average Return 5.14%
Number of Years Up 1
Number of Years Down 1
Best 1Y Total Return (Nov 29, 2024) 10.86%
Worst 1Y Total Return (Nov 29, 2024) --
Best 3Y Total Return 10.86%
Worst 3Y Total Return 2.67%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001PKIV.L
Category
YTD
6.68%
0.00%
1-Month
-1.34%
0.00%
3-Month
-0.30%
0.00%
1-Year
17.14%
0.00%
3-Year
2.34%
0.00%
5-Year
5.30%
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
0P0001PKIV.L
Category
2024
--
--
2023
7.34%
--
2022
-8.53%
--
2021
10.86%
--
2020
6.72%
--
2019
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 2.82% 2.03% 3.07% --
2023 -0.09% -0.17% 0.35% 7.25%
2022 -4.50% -4.71% -3.56% 4.23%
2021 2.68% 4.21% 1.23% 2.34%
2020 -14.76% 12.69% 1.64% 9.29%
2019 3.22% -0.53% 4.79% --

Rank in Category (By Total Return)

YTD 70
1-Month 89
3-Month 87
1-Year 39
3-Year 50
5-Year 39

Load Adjusted Returns

1-Year 17.14%
3-Year 2.34%
5-Year 5.30%
10-Year --

Performance & Risk

YTD Return 8.21%
5y Average Return 5.14%
Rank in Category (ytd) 70
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.84
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Premier Portfolio Managers Limited
Net Assets 160.36M
YTD Return 6.68%
Yield 2.96%
Morningstar Rating
Inception Date Sep 16, 2022

Fund Summary

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