Investing Responsibly

We believe in the long-term benefit of responsible investment and ensure our investment decisions consider environmental, social and governance issues.

Investing Responsibly

To access a complete range of Factsheets, Fund Commentaries, KIIDs, PRIIPS KIDs, Prospectuses & Forms, Annual and Interim Reports & Accounts, click on the tabs below.

Miton Asset Management Limited and Miton Trust Managers Limited (together “Miton”) are the delegated investment managers for a range of Unit Trusts, OEICs and Investment Trusts. We are required by regulation to disclose certain information to you in regard to our arrangements concerning how we place and execute orders, how we manage actual or potential conflicts of interest and how we pay for and use the investment research from our brokers.

The dropdown bars below contain further information about these arrangements please expand each one to find out more.

European MiFID II Template
If you would like to receive the European MiFID II Template (“EMT”) for any of the Miton managed OEICs, Unit Trusts or Investment Trusts please email: templaterequests@premiermiton.com

European Packaged Retail Insurance-based Investment Products (PRIIPs) Template
If you would like to receive the European PRIIPs Template (“EPT”) for the Miton managed Investment Trusts please email: templaterequests@premiermiton.com

Miton Asset Management Limited and Miton Trust Managers Limited (together “Miton”) are the delegated investment managers for a range of Unit Trusts, OEICs and Investment Trusts. We are required by regulation to disclose certain information to you in regard to our arrangements concerning how we place and execute orders, how we manage actual or potential conflicts of interest and how we pay for and use the investment research from our brokers.

The dropdown bars below contain further information about these arrangements please expand each one to find out more.

European MiFID II Template
If you would like to receive the European MiFID II Template (“EMT”) for any of the Miton managed OEICs, Unit Trusts or Investment Trusts please email: templaterequests@premiermiton.com

European Packaged Retail Insurance-based Investment Products (PRIIPs) Template
If you would like to receive the European PRIIPs Template (“EPT”) for the Miton managed Investment Trusts please email: templaterequests@premiermiton.com

Disclosure in accordance with the revised Shareholder Rights Directive

Miton Asset Management Limited and Miton Trust Managers Limited are currently considering whether to adopt a shareholder engagement policy pursuant to Article 3g of the amended EU Shareholder Rights Directive (Directive 2007/36/EC). Once that decision has been made, this webpage will be updated accordingly.