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Premier Monthly Income C Inc

Ranked 62 out of 109 in - UK Equity Income over 12 months
All calculations are in GBP unless stated

Managed by

Chris White

Head of UK Equities Chris White joined Premier Asset Management in November 2010 to manage UK income funds and has over 20 years of investment management experience. Chris manages the Premier UK Income, Premier Monthly Income and Premier UK Growth Funds and also heads up Premier’s UK equity team. Previously, he was with Threadneedle for seven years as a director of UK Income Funds. Chris started his career with Robson Rhodes and has also worked for Charterhouse Tilney and Legg Mason as an investment manager. He holds an honours degree in economics and is a member of the Chartered Institute for Securities & Investment and the CFA.

Objective

To provide a reasonable level of income payable in monthly instalments with the prospect of rising income and capital growth. The Fund’s investment policy is to invest primarily in UK listed companies, but it may also invest in companies overseas, in companies quoted on the Alternative Investment Market and in higher yielding equities, convertibles, preference shares and fixed interest stocks.

Showing fund performance in United Kingdom View performance globally

Performance

UK Equity Income over : 31/03/2017 - 31/03/2018
  • Rank 62/109 Total Return
  • Rank 100/109 Standard Deviation
  • Rank 89/109 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -9.1%
2017 11.5% 2.7% 2.3% 3.4% 2.6%
2016 8.6% -0.8% -5.6% 10.9% 4.6%
2015 10.1% 4.9% 2.0% -2.0% 4.9%
2014 3.5% -0.7% 1.7% 0.4% 2.1%
2013 30.8% 11.4% 2.2% 6.5% 7.9%
2012 12.5% 2.5% -2.5% 8.0% 4.2%
2011 3.9% 1.5% 4.2% -8.0% 6.8%
2010 14.3% 5.1% -7.3% 10.9% 5.8%
2009 22.8% -5.3% 8.2% 16.5% 2.9%
2008 -26.0% -6.4% -6.1% -10.3% -6.1%
2007 -3.2% 0.4% 2.5% -3.8% -2.3%
2006 18.0% 8.1% -3.0% 5.5% 6.7%
2005 21.0% 3.5% 6.0% 6.5% 3.5%
2004 17.8% 1.8% 5.3% 0.9% 8.8%
2003 19.9% -6.1% 17.2% 3.6% 5.1%
2002 -15.3% 7.9% -7.4% -17.0% 2.1%
2001 7.3% -3.6% 9.9% -13.8% 17.6%
2000 21.8% -5.7% 14.3% -0.1% 13.1%
1999 14.1% 7.8% 1.9% -5.9% 10.5%
1998 11.9% 14.5% -0.3% -12.5% 12.0%
1997 24.7% 5.4% 3.4% 13.2% 1.1%
1996 13.6% 3.2% 3.7% 4.1% 2.0%
1995 24.7% 2.5% 7.1% 8.6% 4.6%
1994 -2.7% -5.3% -5.6% 5.2% 3.5%
1993 34.8% 8.7% 3.7% 8.4% 10.3%
1992 33.0% 1.9% 10.9% 1.1% 16.5%
1991 20.3% 21.1% 1.4% 9.4% -10.5%
1990 -11.3% -5.5% 7.8% -17.1% 5.1%
1989 2.6% 2.8% 1.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date25/04/2000
  • Share Class size121Mn
  • Base currencyGBP
  • ISIN GB0003886875

Purchase Info

  • Min. initial investment250,000
  • Min. regular additional investment250,000

Charges

  • Annual management0.75%
  • Initial investment0

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).