Premier Optimum Income C Inc

Ranked 72 out of 110 in - UK Equity Income over 12 months
All calculations are in GBP unless stated

Managed by

Geoff Kirk

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 high level of income together with the prospect of long term capital growth from an actively managed portfolio of equities. The Fund will invest the majority of its assets in a portfolio of equities listed on UK stock exchanges and will have the ability to enhance income by selling options. The Fund may also invest in global equities, preference shares, fixed interest securities, money market instruments, deposits, structured notes, warrants and other high yielding assets and may also include approved derivatives.

Showing fund performance in United Kingdom View performance globally

Performance

UK Equity Income over : 30/04/2018 - 30/04/2019
  • Rank 72/110 Total Return
  • Rank 48/110 Standard Deviation
  • Rank 71/110 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 9.9%
2018 -15.6% -8.5% 7.5% -4.1% -10.5%
2017 13.7% 3.3% 4.0% 3.2% 2.7%
2016 9.3% -1.5% -5.1% 11.7% 4.6%
2015 9.5% 7.0% 1.1% -3.6% 5.1%
2014 4.1% 3.3% -1.7% -0.2% 2.7%
2013 28.5% 7.2% 2.7% 7.8% 8.3%
2012 17.2% 5.7% -3.0% 10.4% 3.5%
2011 -0.8% 3.2% 1.4% -10.6% 6.0%
2010 8.0% 1.2% -7.7% 11.3% 3.9%
2009 17.2% -11.8% 13.9% 14.8% 1.6%
2008 -24.1% -10.1% -4.9% -11.5% 0.2%
2007 -1.4% 3.4% 1.4% -3.1% -3.0%
2006 20.5% 9.1% -3.6% 4.0% 10.1%
2005 23.1% 4.5% 2.7% 9.6% 4.6%
2004 9.9% 1.8% 2.3% -0.8% 6.5%
2003 14.7% -10.6% 16.3% 4.1% 6.1%
2002 -17.7% 5.1% -9.0% -15.6% 1.9%
2001 -8.9% -6.8% 7.1% -14.9% 7.3%
2000 3.9% -3.6% 2.3% -0.7% 6.1%
1999 4.2% -1.3% -0.8% -9.5% 17.5%
1998 22.5% 14.8% 1.9% -4.1% 9.3%
1997 31.0% 3.7% 4.9% 16.4% 3.4%
1996 14.0% 0.5% 1.2% 6.8% 5.0%
1995 20.0% 3.9% 3.8% 6.5% 4.5%
1994 0.3% -3.6% -6.6% 8.1% 2.9%
1993 29.3% 9.8% -5.6% 11.2% 12.2%
1992 34.4% 1.6% 8.4% 2.1% 19.5%
1991 7.5% 13.8% -4.6% 6.2% -6.8%
1990 -33.2% -7.6% 1.2% -21.3% -9.2%
1989 8.0% 17.4% -1.4% -2.8% -4.0%
1988 9.2% 7.5% 7.5% -1.2% -4.3%
1987 29.1% 21.1% 16.0% 19.6% -23.2%
1986 46.3% 22.7% 5.7% 5.3% 7.2%
1985 5.2% 2.4% 0.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date25/05/2010
  • Share Class size75Mn
  • Base currencyGBP
  • ISIN GB00B3DDDX03

Purchase Info

  • Min. initial investment250,000
  • Min. regular additional investment0

Charges

  • Annual management0.75%
  • Initial investment0.00%

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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).