Premier Ethical Fund Class B Income Shares

Name
Premier Ethical Fund Class B Income Shares
Manager
Premier Portfolio Managers Limited
Type
Open Ended Investment Company
ISIN
GB0004080809
Sector
UK All Companies
Launched
28/07/1986
OCF
1.2 %
Risk Rating
4
3 Year Sharpe
0.23
3 Year Alpha
6.19
Yield
1.3 %
Benchmark
FTSE4Good UK TR GBP
The fund seeks to achieve capital growth over the long term.The Fund’s investment policy is to invest in companies which meet defined ethical criteria predominately in the UK, although the Investment Adviser may invest internationally when appropriate. The Premier Ethical Fund has an independent Committee of Reference, which meets regularly to discuss research on topical issues relating to the ethical criteria.
Holding %
Hikma Pharmaceuticals PLC 3.93 %
GlaxoSmithKline PLC 3.86 %
Frontier Developments PLC 3.74 %
Just Eat Takeaway.com NV 3.45 %
Unilever PLC 3.35 %
Games Workshop Group PLC 3.26 %
Sumo Group PLC 3.25 %
B&M European Value Retail SA 3.23 %
Legal & General Group PLC 3.02 %
John Laing Group PLC 2.97 %
Region %
United Kingdom 86.72 %
Eurozone 8.09 %
Sector %
Consumer Cyclical 16.86 %
Communication Services 16.23 %
Healthcare 14.83 %
Financial Services 11.75 %
Technology 11.72 %
Industrials 11.02 %
Consumer Defensive 8.45 %
Real Estate 7.26 %
Name
Premier Portfolio Managers Limited
Address
GU1 3DE, Guildford, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Benji Dawes
Joined 07/01/2019

Benji Dawes, Investment Manager, has co-managed the Premier UK Growth Fund since November 2017. He joined Premier’s UK equity team in 2014. His investment career began at City Financial where he worked as an investment analyst and assistant fund manager in the UK equity team. Benji is a CFA Charterholder.

Jon Hudson
Joined 07/01/2019

Jon Hudson, Investment Manager, has co-managed the Premier UK Growth Fund since November 2017. He joined Premier in 2007 and has worked as an investment manager and analyst in the UK equity team since 2013. Jon is a CFA Charterholder.

Data provided by Morningstar.

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