Data Loading...
Investment & Retirement Focus - winter 2020
9 Downloads
8.73 MB
Twitter Facebook LinkedIn Copy link
RECOMMEND FLIP-BOOKS
Investment & Retirement Focus
offer spread will reduce the value even further. The client in this circumstance will therefore have
Investment & Retirement Focus Optimised
multiassetgrowth Find out more: ALSO IN THIS ISSUE: Can clients lose control over Business Relief? B
Investment & Retirement Focus - autumn
15) titled Liquidity mismatch in authorised open- ended property funds. The consultation is proposin
P10604 Investment & Retirement Focus 2_WEB (1)
adviser to order or download a copy of the latest ‘Retirement Sentiment Index: Surviving Market Vola
Investment & Retirement Focus Issue 4
summit ALSO IN THIS ISSUE: Mind the GARP – Growth at a Ridiculous Price FCA >Page 1 Page 2 Page
Investment & Retirement Focus - Issue 2
adviser to order or download a copy of the latest ‘Retirement Sentiment Index: Surviving Market Vola
Investment and Retirement Focus Issue 5
20 tax year which is counter to the government’s intention. Additionally, it is widely acknowledged
Investment and Retirement Focus Issue 9
products which are only suitable for professional clients (in most cases, the DIM design their portf
Investment and Retirement Focus Issue 7
or Qualified Investors only (not to be used with or passed on to retail clients). Past performance i
Investment and Retirement Focus Issue 8
mifid-delegated-act-2018_ en.pdf). These proposals are part of the EU’s efforts to align European po
issue 12 / winter 2020
Investment & Retirement Focus
A focus on...
Support through uncertain times
Featuring in this issue..
Offshore Bonds and Investor Protection
Cash flow planning
Targeting Profit with a Purpose
Corporate governance in an uncertain world
Vulnerability, cognitive ageing and financial advice
What’s the biggest risk you’re taking?
Short duration bonds to the rescue?
FOR INVESTMENT PROFESSIONALS ONLY
Premier Miton INVESTORS
PERFORMANCE
Premier MITON Diversified Growth Fund OCF 0.61%
10.2% annualised total return vs 3.5% from the FTSE All-Share Index with 78.9% of the volatility over 5 years
Risks Past performance is not a guide to future returns and there is a risk of loss to capital. The value of investments may fluctuate which will cause fund prices to fall as well as rise and investors may not get back the original amount invested. This fund may experience high volatility due to the composition of the portfolio or the portfolio management techniques used.
Discrete returns to 30 September %
2016 2017
2018 2019 2020
Fund
17.7
17.5
9.3
-0.1
7.7
IA Mixed Investment 40-85% Shares sector
15.4
9.0
5.4
4.2
-0.2
FTSE All-Share Index
16.8
11.9
5.9
2.7
-16.6
One of a range of five funds including Premier Miton Diversified Cautious Growth Fund, Premier Miton Diversified Balanced Growth Fund, Premier Miton Diversified Dynamic Growth Fund & Premier Miton Diversified income Fund.
The Premier Miton Diversified Fund range does not feature on panel. Tenet Network Advisers should obtain o-panel approval prior to recommending one of these funds.
Premier Miton’s NO-COST online fund portal
0333 456 9033 Find out more: Available on
premiermiton.com
For investment professionals only. Not suitable for, or to be relied on by, private or retail clients. Performance source: FE Analytics, to 30.09.2020, based on a total return, UK sterling basis, net of fees, class D income shares. On 20.01.2020, the fund moved from a single pricing basis (mid) to a swing pricing basis. Performance could be shown on a combination of bid, mid or oer prices, depending on the period of reporting, and is shown net of fees with income reinvested. Volatility of the fund taken on a monthly basis. OCF as at 30.09.2020. Source: FTSE International Limited (“FTSE”) © FTSE 2020. “FTSE®” is a trade mark of the London Stock Exchange Group companies and is used by FTSE International Limited under licence. All rights in the FTSE indices and / or FTSE ratings vest in FTSE and/or its licensors. Neither FTSE nor its licensors accept any liability for any errors or omissions in the FTSE indices and / or FTSE ratings or underlying >Page 1 Page 2 Page 3 Page 4 Page 5 Page 6 Page 7 Page 8 Page 9 Page 10 Page 11 Page 12 Page 13 Page 14 Page 15 Page 16 Page 17 Page 18 Page 19 Page 20
www.tenet.co.uk
Made with FlippingBook - professional solution for displaying marketing and sales documents online