Investment & Retirement Focus - winter 2020

Investment & Retirement Focus - winter 2020

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 o
er 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

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