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Premier Ethical A Acc

Ranked 41 out of 256 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Chris Wright

Chris Wright joined Premier Asset Management in 2008 and is the fund manager of the Premier Optimum Income Fund and Premier Ethical fund. He joined Premier from Thames River Capital. He has over 30 years of investment experience and is a member of the UK Society of Investment Professionals.

Objective

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. T

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 30/04/2015 - 30/04/2016
  • Rank 41/256 Total Return
  • Rank 80/256 Standard Deviation
  • Rank 18/256 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2016 Annual Q1 Q2 Q3 Q4
2016 -4.3%
2015 13.5% 7.1% 2.6% -3.2% 6.7%
2014 5.4% 4.8% -3.5% 2.2% 2.0%
2013 36.5% 11.9% 2.2% 7.5% 11.1%
2012 23.9% 12.4% -5.6% 8.1% 8.0%
2011 -6.4% 0.3% 2.3% -13.9% 6.0%
2010 10.8% 4.7%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2016

Top 10 Holdings

Stock Size
Legal & General Group PLC ORD 4.30
Lloyds Banking Group PLC ORD 3.97
Berkeley Group Holdings PLC ORD 3.63
Prudential PLC ORD 3.49
Micro Focus International PLC ORD 3.16
Regus plc ORD 3.15
GBP Cash 2.82
Aberdeen Asset Management PLC ORD 2.60
John Wood Group PLC ORD 2.58
Informa PLC ORD 2.56
31/03/2016

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date07/07/1986
  • Share Class size04Mn
  • Base currencyGBP
  • ISIN GB00B4VBB957

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment500

Charges

  • Annual management1.50%
  • Initial investment4

Related News

AAA-rated Wright: the UK's 'great unsung' ethical companies

Chris Wright, the Citywire AAA-rated manager of the Premier Ethical fund, tells Wealth Manager that cynics would be wrong to dismiss ethical investing.

Premier CIO Branigan ups sticks and quits

Mike Jennings to take the reins as acting chief investment officer while Branigan's Absolute Growth fund is to pass to David Hambidge

Harris wings it to Hermes

Philip Harris, fund manager of the Credit Suisse Smaller Companies fund, has resigned to join investment boutique Hermes.

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