Premier Miton Monthly Income

Introduction to the fund

Fund manager Emma Mogford, supported by assistant fund manager Mahgul Ansari, constructs the portfolio with valuation at the heart of their mandate to generate monthly income. This high-conviction portfolio utilises a bottom-up approach to help identify attractive companies that exhibit quality characteristics. This leads them to companies which have a high return on capital and a sustainable dividend. Typically, they fish in the large-cap space for these opportunities but will also purchase mid-caps, and companies where the market cap is greater than £850m. They manage with a disciplined approach and a checklist of rules to help reduce their susceptibility to biases.

Fund manager

Emma Mogford

Emma joined Premier Miton in November 2020 and is manager of two Premier Miton UK equity income funds and co-manager of the Optimum Income fund. She joined Premier Miton from Newton Investment Management where she was lead manager of the BNY Mellon UK Income fund. She was also previously manager of the Neptune UK Higher Income fund. Emma is a CFA charterholder.

Opinion on fund

Fund manager Emma Mogford is an impressive fund manager who has materially improved the performance of the fund since taking the helm. We like her highly analytical and clear process and believe she has the tools to continue her success.

Fund performance

Documents

Key facts

  • Fund size

    £416.7m

  • Chelsea rating

    Buy

  • Core Selection

    No

  • Chelsea Risk Rating

    4

  • AMC

    0.75%

  • OCF

    0.88%

  • Unit Type

    Acc and Inc

  • Yield

    3.98%

  • FundCalibre rating

    –

How to invest

Once you know where you want to invest, there are a number of ways you can invest:

  • Log in here and process your instruction
  • Call us on 020 7384 7300 to buy over the phone or request an application form
  • Download an application form and post it to us, along with a cheque
Find out more
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Important information

Source: Performance data sourced from FE Analytics (IA universe). Yield figures (per annum), Fund Size data and AMCs/OCFs are as at 23/01/2026 unless otherwise stated.

The performance graph, factsheets and Key Investor Information Document is provided by FEfundinfo, and updated on a daily basis.

Some funds listed are off shore-domiciled and subject to different regulations. Off shore funds typically do not offer investor compensation under the UK Financial Services Compensation Scheme (FSCS).

Performance history extended by FE fundinfo to illustrate the fund’s longer-term record.

Sector rankings calculated from multiple underlying sectors; certain funds remain unranked due to limited comparability.

Funds assigned to an alternative IA sector; sector rankings may differ accordingly.

The information provided is based on our proprietary qualitative and quantitative research. Whilst reasonable efforts have been taken to ensure accuracy, Chelsea Financial Services cannot guarantee that the information is free from errors, omissions, or inaccuracies.

This information does not constitute investment advice and should not be interpreted as a recommendation to invest in any fund listed. Past performance is not a reliable indicator of future returns.

Please read the full Important Notice on page 2 of the FundReview 2025 carefully before making investment decisions.

Whilst every effort has been made to ensure the accuracy of this information, Chelsea Financial Services takes no responsibility for any errors, omissions or inaccuracies contained therein. The funds within the Chelsea Selection are based on our proprietary research, which is both qualitative and quantitative. Please note this is not investment advice, nor does it imply that you should invest in this fund. Past performance is a not a guide to future returns.

To find out more about our Chelsea Risk Rating, please visit our dedicated page.

The AMC (annual management charge) is paid to the fund management company for managing the fund. It is calculated as a percentage of the value of the fund. The AMC is less than the Ongoing Charges Figure (OCF).

The OCF (ongoing charges figure): The cost includes the AMC and other fees such as registration, regulatory, audit and legal fees but does not include transaction costs and performance fees.