OBJECTIVE AND INVESTMENT POLICY
To achieve capital growth. To invest at least 80% in smaller companies’ shares listed, quoted or traded in the United States of America. The smaller companies that the fund invests in will have a market value of US$ 100 million to US$ 6 billion at the time of purchase. The fund may also invest in the shares of other companies (regardless of size or geography), other funds, cash and money market instruments.
RISKS
• The performance information presented in this factsheet relates to the past. Past performance is not a reliable indicator of future returns.
• 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.
Premier Miton Group plc (LOM:PMI) manage a range of funds and investment trusts. The smaller companies that the fund invests in will have a market value of US$ 100 million to US$ 6 billion at the time of purchase.