How to invest

How to invest

Please note the value of stockmarket investments can fall as well as rise this will cause fund prices to fluctuate 

and investors may not get back the original amount invested. 

Before investing you should read the applicable Key Investor Information Document (KIID) and Prospectus as they contain important information regarding the funds including charges, tax and fund specific risk warnings – to view or download these simply click here.

For investments in a Premier Miton fund

The process below does not apply to investments that are made through Connect – Premier Miton’s online investment portal – or the Premier Portfolio Management Service. If you are unsure which application form to use and where to send your completed form, please contact us on 0333 456 1122. Applications made using incorrect forms or sent to an incorrect address will be rejected.

  • Read the fund’s Key Investor Information Document (KIID) for the relevant share class as well as the Supplementary Information Document (SID)Investors must ensure that they are comfortable with all the risks involved before making an investment decision.
  • Complete the relevant application form in block capitals, using blue or black ink, ensuring all sections applicable are completed and all documentation is attached to the form. Forms should be returned to the address below:
    Premier Portfolio Managers Limited
    PO Box 3733
    Royal Wootton Bassett
    Swindon, SN4 4BG

To make an additional investment or switch from one Premier Miton fund to another Premier Miton fund, please complete and return either the Top Up Application Form or Application Form to Switch Funds. If an investment is held in an ISA, please complete an ISA application form to top-up an investment. For top-ups, we will allocate shares at the next available dealing point after we’ve received instructions.

Remember, it is important that the most recent fund Key Investor Information Document and Supplementary Information Document are read before completed forms are sent to us.

Telephone: 0333 456 6363

Investment Trusts

Before investing you should read the applicable PRIIPs Key Information Document (KID), AIFMD Disclosure Document and Prospectus as they contain important information regarding the funds including charges, tax and fund specific risk warnings – to view or download these simply click here.

Diverse Income Trust plc (Bloomberg Ticker DIVI)

Miton Global Opportunities plc (Bloomberg Ticker MIGO)

Miton UK MicroCap Trust plc (Bloomberg Ticker MINI)

The shares of the Trusts are listed and traded on the London Stock Exchange. Investors may purchase shares through their stockbroker, bank or other financial intermediary.

If you are unsure of the suitability of any of the above investments you should take independent advice. Please note that Premier Miton or any of our subsidiaries cannot provide you with investment advice.

MyLocalAdviser.co.uk

A consumer lead-generating website which enjoys over 400,000 search requests from people looking for financial advice in their local area. As an FCA-registered adviser you can enjoy a completely free directory listing as well as access to a number of useful resources like regional ranking tables, product trend analyses and a raft of industry survey results and consumer marketing collateral. In short, your free listing will generate you more business and improve your understanding of the market.

The above is a link to a third party site. Premier Miton has no control over this site and is not responsible for the accuracy or completeness of information supplied by it.