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Premier Miton US Opportunities B Acc

Citicode
I0YV
Launch Date
18-03-2013
Fund Size
£1,532,566,793
Yield
0.03%
Ongoing Charge
0.84%
Fund Managers
Alex Knox
Hugh Grieves
Benchmark: IA North America
Investment
Premier Miton US Opportunities B Acc
3 months
6 months
1 Year
3 years
5 years

Fund Objective

The objective of the Fund is to provide capital growth over the long-term, being five years or more. Five years is also the minimum recommended period for holding shares in this Fund. This does not mean that the Fund will achieve the objective over this, or any other, specific time period and there is a risk of loss to the original capital invested.

Top 10 Holdings

Asset Class

Fund Manager

Alex Knox

Start Date

30-09-2024

Bio

Alex Knox joined Premier Miton in August 2024 from Federated Hermes where she worked for 15 years as a manager of the US SMID Equity fund from August 2009 to July 2024. Prior to this she was a fund manager in the Aviva Investors UK Small and Mid-Cap team (2000-2005). Alex is a Chartered Accountant.

Fund Manager

Hugh Grieves

Start Date

18-03-2013

Bio

Hugh Grieves joined Premier Miton in January 2013. Prior to this, he worked for Herald Investment where he was responsible for managing the Herald Worldwide Fund. From 2000-2008 he co-managed the technology funds at Societe Generale Asset Management Ltd and solely managed the funds from 2008-2009. Prior to that, Hugh worked in the US smaller companies team at Gartmore. Hugh is a CFA Charterholder.

Data source:

All financial data is supplied by FE

Disclaimer:

Investors buying funds through Rosan Select are specifically buying without investment advice. The value of investments can fall as well as rise, and the investor may not get back the original amounts invested. If you have any doubt about whether a fund purchase meets your expectations or risk criteria, then you should contact invest@rosan-ifa.com our office to seek specific guidance.