Premier Ethical Fund Class C Income Shares

Name
Premier Ethical Fund Class C Income Shares
Manager
Premier Portfolio Managers Limited
Type
Open Ended Investment Company
ISIN
GB0004073002
Sector
UK All Companies
Launched
28/07/1986
OCF
1.03 %
Risk Rating
4
3 Year Sharpe
0.68
3 Year Alpha
2.38
Yield
1.7 %
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. The Premier Ethical Fund may also invest in companies quoted on the Alternative Investment Market in the UK and on similar stock markets overseas.
Holding %
Legal & General Group PLC 4.19 %
GlaxoSmithKline PLC 3.76 %
Countryside Properties PLC 3.67 %
Onesavings Bank PLC 3.52 %
SSE PLC 3.35 %
Prudential PLC 2.85 %
Galliford Try PLC 2.77 %
BT Group PLC 2.73 %
Next PLC 2.69 %
Vodafone Group PLC 2.67 %
Region %
United Kingdom 96.73 %
Sector %
Financial Services 26.27 %
Consumer Cyclical 19.56 %
Real Estate 12.33 %
Technology 9.37 %
Industrials 9.30 %
Healthcare 7.46 %
Communication Services 5.60 %
Name
Premier Portfolio Managers Limited
Address
GU1 3DE, Guildford, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Chris Wright
Joined 11/23/2009

Chris joined Premier Asset Management in 2008 from Thames River Capital where he managed the successful Tybourne hedge fund and was part of the European hedge fund team. He brings with him a wealth of pan-European equity and derivative experience. Chris is a member of the UK Society of Investment Professionals.

Data provided by Morningstar.

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