Premier Miton Multi-Asset Monthly Income
The Premier Multi-Asset Monthly Income fund is a multi-asset, multi-manager, multi-structure, designed to produce a high and sustainable income, and strong absolute and relative growth, through robust risk management. Manager David Hambidge has 25 years’ experience with Premier and has built up an impressive reputation and track record.
Previously Premier Multi-Asset Monthly Income
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The Premier team is led by David Hambidge, an Investment Director with over 25 years of experience in multi-manager and multi-asset investing. Since 1995, he has managed Premier's multi-asset style funds, which have now grown to over £1 billion in assets.
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The Premier team is led by David Hambidge, an Investment Director with over 25 years of experience in multi-manager and multi-asset investing. Since 1995, he has managed Premier's multi-asset style funds, which have now grown to over £1 billion in assets.
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Company Description
Premier Miton Investors was formed in November 2019 following the merger of Premier Asset Management Group plc and Miton Group plc. The combined company manages around £11.2 billion of assets on behalf of a wide range of individual investors and institutions. The two principle areas of focus are outcome-based, multi-asset investment, and single-strategy, active equity investment. Premier Miton was awarded the Elite Provider for Equities rating in 2021.
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Quote from the Fund Manager
Diversification has been the key to our success; not only do we have numerous eggs, we also have many baskets.
David Hambidge
Co-Manager
Investment process
Premier Multi-Asset Monthly Income fund is designed to produce an attractive level of income which should grow over time. The focus is on delivering the right investment outcome for the fund by controlling the risk/return profile, which the team do by taking a true multi-asset approach. They use a broad range of assets, investments, managers and funds. The fund is a constituent of the IA Mixed Investment 20%–60% Shares sector and, as such, has a maximum 60% equity exposure (including convertibles). The team would expect to hold a minimum of 30% in a combination of cash and bonds. Each core holding typically makes up between 3% and 5% of the portfolio and satellite positions each accounting for between 1% and 3%. In terms of the bond holdings within the fund, a minimum of 50% must be held in investment grade or equivalent, with high yield capped at 50%.
Risk
Every asset can be risky in isolation and the team believe the best way of controlling risk is to diversify. Premier Multi-Asset Monthly Income will aim to provide equity-like returns with less volatility through a multi-asset, multi-manager, multi-structure in a diversified and actively managed portfolio.
ESG
ESG - Integrated
ESG considerations are embedded into the process through a number of initiatives, such as the firm’s environmental committee helping the transition to a net-zero carbon economy and participation in the climate change disclosure initiative.
At the multi-asset level, all the teams engage with the firms’ head of responsible investing – with 100% of the firms’ underlying holdings now signed up to the UN supported Principles of Responsible Investing (PRI).
The team incorporates ESG considerations into broad asset allocation decisions, evaluating areas of growth, as well as those facing challenges in the transition to a low carbon economy. All ESG elements are considered individually in the research analysis for every recommendation. The team actively allocates investment opportunities linked to sustainability in delivering performance consistent with a mandated objective.
The information, data, analyses, and opinions contained herein (1) include the proprietary information of FundCalibre, (2) may not be copied or redistributed without prior permission, (3) do not constitute investment advice offered by FundCalibre, (4) are provided solely for informational purposes and therefore are not an offer to buy or sell a fund, and (5) are not warranted to be correct, complete, or accurate. FundCalibre shall not be responsible for any trading decisions, damages, or other losses resulting from, or related to, this information, data, analyses, or opinions or their use. The Elite Fund rating is subjective in nature and reflects FundCalibre’s current expectations of future events/behaviour as they relate to a particular fund. Because such events/behaviour may turn out to be different than expected, FundCalibre does not guarantee that a fund will perform in line with its FundCalibre benchmark. Likewise, the Elite Fund rating should not be seen as any sort of guarantee or assessment of the creditworthiness of a fund nor of its underlying securities and should not be used as the sole basis for making any investment decision. FundCalibre disclaims any responsibility for trading decisions, damages or other losses resulting from any use of the Elite Fund rating. All performance data, as well as fund size, OCF, AMC, annual income (historic), share price discount or premium, is sourced directly from FE Analytics, and will change periodically.