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Premier Miton Optimum Inc C Inc

Price: 94.94p|Change: 0.00 (-0.20%)

This fund can be held in a Dealing accountStocks and shares ISALifetime ISAJISASIPPand can be used with Regular investment

Before investing please read:

Key Information Document (KID/KIID)/Product Summary

Management

Name of companyPremier Portfolio Managers Limited
Phone-
Websitewww.assetvalueinvestors.com
Address2 Cavendish Square
-
London W1G 0PU
United Kingdom

Fund

DomicileGBR
Legal structureOEIC
UCITSYes
Inception date25/05/2010

Managers

Fund managerEmma Mogford
Manager start date19/11/2020
BiographyEmma Mogford joined Premier Miton in November 2020 and is manager of two Premier Miton UK equity income funds and co-manager of the Optimum Income Fund. Emma joined Premier Miton from Newton Investment Management where she was lead manager of the BNY Mellon UK Income Fund (Nov 2017-Sept 2020), as part of the Newton global income team and lead manager of the BNY Mellon Continental European Fund (Jul 2015 – Nov 2018). She was previously manager of the Neptune UK Higher Income Fund (Oct 2010 – July 2013). In 2013, Emma was the youngest manager to receive a Citywire AAA rating. Emma is a CFA charterholder.
Fund managerGeoff Kirk
Manager start date01/10/2017
BiographyGeoff Kirk joined Premier Miton in July 2017. Geoff joined from Schroders where he had worked for 11 years managing covered call option strategies for income enhancement. Previously Geoff was a senior portfolio analyst at State Street Global Advisers. He is a CFA Charterholder. Geoff also holds the CFA certificate of ESG investing.

AJ Bell Management Limited (company number 03948391), AJ Bell Securities Limited (company number 02723420) and AJ Bell Asset Management Limited (company number 09742568) are authorised and regulated by the Financial Conduct Authority. All companies are registered in England and Wales at 4 Exchange Quay, Salford Quays, Manchester M5 3EE. See website for full details. AJ Bell procures the provision of the Morningstar Licensed Tools on an “as is” basis and does not guarantee the performance of or accept liability for the Licensed Tools. To the maximum extent permitted by law, AJ Bell excludes liability for the Licensed Tools, including liability for any failure, interruption, delay or defect in the performance of any Licensed Tool, unless it arises as a direct result of the negligence of AJ Bell.

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