Miller Convertible Plus Fund — new fund registration

Miller Investment Trust registered 2 new fund series on Form 485APOS, filed 2014-07-15. Featured series: Miller Convertible Plus Fund.

Registration

Registrant / trust: Miller Investment Trust
CIK: 0001414039
Form: 485APOS
Filed: 2014-07-15
State of incorporation: DE
Accession: 0000910472-14-003013
Reported net assets: $42.0M

Series & classes (9)

Series	Class	Ticker	New
Miller Convertible Bond Fund	Class A Shares	MCFAX	—
Miller Convertible Bond Fund	Class I Shares	MCIFX	—
Miller Convertible Bond Fund	Class C Shares	MCFCX	—
Miller Convertible Plus Fund	Miller Convertible Plus Fund Class A	—	Yes
Miller Convertible Plus Fund	Miller Convertible Plus Fund Class C	—	Yes
Miller Convertible Plus Fund	Miller Convertible Plus Fund Class I	—	Yes
Miller Intermediate Bond Fund	Miller Intermediate Bond Fund Class A	—	Yes
Miller Intermediate Bond Fund	Miller Intermediate Bond Fund Class C	—	Yes
Miller Intermediate Bond Fund	Miller Intermediate Bond Fund Class I	MIFIX	Yes

Fees (from the effective prospectus)

12b-1 fee: 0.25%
Gross expense ratio: 4.33%
Management fee: 2.86%
Net expense ratio: 3.17%
Other expenses: 0.25%

Investment objective

The Fund?s primary investment objective is to use leverage to maximize total return comprising current income and capital appreciation. The Fund?s investment objective is a non-fundamental policy and may be changed without shareholder approval upon 60 days? written notice to shareholders.

Advisers

Wellesley Asset Management, Inc. (Advisor)