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Premier Miton Investors

Change Details
Title Premier Miton Investors
Type Objective and policy changes
Companies Impacted Old Mutual Wealth Limited & Old Mutual Wealth Life & Pensions Limited
Effective Date 27 November 2020
Change Details Name and objective change
1. Fund details  
Companies impacted Old Mutual Wealth Limited
Old Mutual Wealth Life & Pensions Limited
Fund Group Premier Miton Investors
Type of change Name and Objective change
Date change effective from 27/11/2020
Is the event subject to shareholder approval? No
2. Fund Name and objectives  
Previous fund objective New fund objective
Premier Defensive Growth

To generate positive returns over a rolling 36 month basis. However, there is no guarantee that this objective will be achieved over that specific, or any, time period and there is always a risk of loss to your original capital. The Fund will principally invest in a combination of transferable securities (including quoted securities, unquoted securities and zero dividend preference shares) and structured investments which, in the Investment Adviser's opinion, are likely to offer the opportunity of returns in excess of cash deposits but with lower volatility than would normally be associated with investing in equity markets.
Premier Miton Defensive Growth

To provide positive returns over rolling three year periods in all market conditions with less than a quarter of the volatility of the FTSE All World Index, which may result in the returns from the Fund being constrained. Three 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. The fund will invest in a diversified portfolio of investment strategies and investment types with exposure to different asset classes, geographical regions and financial markets.
Premier Diversified Growth

To provide long-term capital growth by investing in units of collective investment schemes (both regulated and unregulated structures), exchange traded funds, and transferable securities (such as bonds and Shares, both quoted and unquoted).
Premier Miton Diversified Growth

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. The Investment Adviser aims to achieve the objective of the Fund by investing in a diversified portfolio of investments covering different assets including fixed income (including bonds issued by governments and companies), convertible bonds (bonds that can convert into company shares), company shares, property company shares, alternative investments (which may include commodities and hedge funds), deposits, cash and near cash.
Premier Diversified Income

To produce dividend income and offer long-term capital growth potential by holding a diversified mix of global assets.

Premier Miton Diversified Income

To provide income together with the potential for 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. The Investment Adviser aims to achieve the objective of the Fund by investing in a diversified portfolio of investments covering different assets primarily including fixed income (including bonds issued by governments and companies), convertible bonds (bonds that can convert into company shares), company shares, property company shares, alternative investments (which may include commodities and hedge funds), deposits, cash and near cash.

Premier Multi-Asset Absolute Return

To generate positive returns over a rolling 3 year basis. However, there is no guarantee that this objective will be achieved over that specific, or any, time period and there is always a risk of loss to your original capital. The Fund will invest principally in a portfolio of transferable securities which in the Investment Adviser's opinion, are lower risk securities and which will produce capital appreciation over the longer term.
Premier Miton Multi-Asset Absolute Return

To provide positive returns, in all market conditions and in excess of returns from the Bank of England Base rate, net of fees, over rolling three year periods. Three 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. The Investment Adviser aims to achieve the Fund’s objective by investing in a globally diversified lower risk portfolio of investments covering different asset classes.
Premier Multi-Asset Conservative Growth

To achieve steady capital growth by investing principally in a portfolio of securities which, in the manager's opinion, are lower risk securities and which will produce capital appreciation over the longer term.
Premier Miton Multi-Asset Conservative Growth

To provide capital growth over the long-term, being five years or more in all market conditions. 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. The fund will invest in a globally diversified lower risk portfolio of investments covering different asset classes.
Premier Multi-Asset Distribution

To provide income together with long-term capital growth by investing in the majority in a portfolio of collective investment schemes and may also invest in equities, fixed interest securities, money market instruments, deposits and warrants.
Premier Miton Multi-Asset Distribution

To provide income together with 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. The Investment Adviser aims to achieve the Fund’s objective by investing in collective investment schemes (including those managed by the ACD and its affiliates and other regulated and unregulated funds) including open-ended investment companies, Exchange Traded Funds and closed ended investment companies (including investment trusts).
Premier Multi-Asset Global Growth

To provide long-term capital appreciation through investment in collective investment schemes (both regulated and unregulated structures) and structured products and other assets which, in the Investment Adviser's opinion have a high potential for capital and/or income growth.
Premier Miton Multi-Asset Global Growth

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. The Investment Adviser aims to achieve the Fund’s objective by investing at least 70% of the Fund in collective investment schemes (including those managed by the ACD and its affiliates and other regulated and unregulated funds) including open-ended investment companies, Exchange Traded Funds and closed ended investment companies (including investment trusts).
Premier Miton Optimum Income

To provide a high level of income together with the prospect of long-term capital growth from an actively managed portfolio of equities. The Fund has a target yield of 7% p.a., after fees, and it is intended that the target level will remain consistent over time. However, the target yield is not guaranteed.
Premier Miton Optimum Income

To provide a yield of 7% per annum together with the prospect of 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. The Investment Adviser aims to achieve the objective of the Fund by investing in an actively managed portfolio with a minimum of 80% of its assets in shares in companies listed in the UK.
Premier Pan European Property Share

To provide income and long term capital growth from a portfolio which will mainly consist of European property company shares. .
Premier Miton Pan European Property Share

To provide total returns comprised of capital growth and income 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. . The Investment Adviser aims to achieve the objective of the Fund by investing no less than 90% (excluding cash) of the Fund in a diversified portfolio of shares in property companies, including Real Estate Investment Trusts, in the UK and Europe.
1. Fund details  
Companies impacted Old Mutual Wealth Limited
Old Mutual Wealth Life & Pensions Limited
Fund Group Premier Miton Investors
Type of change Name Change
Date effective from 27/11/2020
Is the event subject to shareholder approval? No
2. Name change details  
Current fund name New fund name
Premier Corporate Bond Monthly Income Premier Miton Corporate Bond Monthly Income
Premier Defensive Growth Premier Miton Defensive Growth
Premier Diversified Growth Premier Miton Diversified Growth
Premier Diversified Income Premier Miton Diversified Income
Premier Ethical Premier Miton Ethical
Premier Income Premier Miton Income
Premier Liberation No IV (share class A) Premier Miton Liberation No IV (share class A)
Premier Liberation No IV (share class B) Premier Miton Liberation No IV (share class B)
Premier Liberation No IV -U (share class C) Premier Miton Liberation No IV -U (share class C)
Premier Liberation No V (share class A) Premier Miton Liberation No V (share class A)
Premier Liberation No V (share class B) Premier Miton Liberation No V (share class B)
Premier Liberation No V -U (share class C) Premier Miton Liberation No V -U (share class C)
Premier Liberation No VI (share class A) Premier Miton Liberation No VI (share class A)
Premier Liberation No VI (share class B) Premier Miton Liberation No VI (share class B)
Premier Liberation No VI -U (share class C) Premier Miton Liberation No VI -U (share class C)
Premier Liberation No VII (share class A) Premier Miton Liberation No VII (share class A)
Premier Liberation No VII (share class B) Premier Miton Liberation No VII (share class B)
Premier Liberation No VII -U (share class C) Premier Miton Liberation No VII -U (share class C)
Premier Monthly Income Premier Miton Monthly Income
Premier Multi-Asset Absolute Return Premier Miton Multi-Asset Absolute Return
Premier Multi-Asset Absolute Return (A) Premier Miton Multi-Asset Absolute Return (A)
Premier Multi-Asset Absolute Return (C) -U Premier Miton Multi-Asset Absolute Return (C) -U
Premier Multi-Asset Conservative Growth Premier Miton Multi-Asset Conservative Growth
Premier Multi-Asset Distribution Premier Miton Multi-Asset Distribution
Premier Multi-Asset Global Growth Premier Miton Multi-Asset Global Growth
Premier Multi-Asset Growth & Income Premier Miton Multi-Asset Growth & Income
Premier Multi-Asset Monthly Income Premier Miton Multi-Asset Monthly Income
Premier Optimum Income Premier Miton Optimum Income
Premier Pan European Property Share Premier Miton Pan European Property Share
Premier UK Growth Premier Miton UK Growth
Premier UK Money Market Premier Miton UK Money Market