Trustnet Limited (“we”, “our”, “us” and derivatives) are committed to protecting and respecting your privacy. This Privacy Policy, together with our Terms of Use, sets out the basis on which any personal data that we collect from you, or that you provide to us, will be processed by us relating to your use of any of the below websites (“sites”).

For the purposes of the Data Protection Act 1998, the data controller is Trustnet Limited of 3rd Floor, Hollywood House, Church Street East, Woking, GU21 6HJ. Our nominated representative for the purpose of this Act is Kirsty Witter.


We collect information about you when you register with us or use any of our websites / services. Part of the registration process may include entering personal details & details of your investments.

We may collect information about your computer, including where available your operating system, browser version, domain name and IP address and details of the website that you came from, in order to improve this site.

You confirm that all information you supply is accurate.


In order to provide personalised services to and analyse site traffic, we may use a cookie file which is stored on your browser or the hard drive of your computer. Some of the cookies we use are essential for the sites to operate and may be used to deliver you different content, depending on the type of investor you are.

You can block cookies by activating the setting on your browser which allows you to refuse the setting of all or some cookies. However, if you use your browser settings to block all cookies (including essential cookies) you may not be able to access all or part of our sites. Unless you have adjusted your browser setting so that it will refuse cookies, our system will issue cookies as soon as you visit our sites.


We store and use information you provide as follows:

We may also send you emails to provide information and keep you up to date with developments on our sites. It is our policy to have instructions on how to unsubscribe so that you will not receive any future e-mails. You can change your e-mail address at any time.

In order to provide support on the usage of our tools, our support team need access to all information provided in relation to the tool.

We will not disclose your name, email address or postal address or any data that could identify you to any third party without first receiving your permission.

However, you agree that we may disclose to any regulatory authority to which we are subject and to any investment exchange on which we may deal or to its related clearing house (or to investigators, inspectors or agents appointed by them), or to any person empowered to require such information by or under any legal enactment, any information they may request or require relating to you, or if relevant, any of your clients.

You agree that we may pass on information obtained under Money Laundering legislation as we consider necessary to comply with reporting requirements under such legislation.


We want to ensure that the personal information we hold about you is accurate and up to date. You may ask us to correct or remove information that is inaccurate.

You have the right under data protection legislation to access information held about you. If you wish to receive a copy of any personal information we hold, please write to us at 3rd Floor, Hollywood House, Church Street East, Woking, GU21 6HJ. Any access request may be subject to a fee of £10 to meet our costs in providing you with details of the information we hold about you.


The data that we collect from you may be transferred to, and stored at, a destination outside the European Economic Area (“EEA”). It may be processed by staff operating outside the EEA who work for us or for one of our suppliers. Such staff may be engaged in, amongst other things, the provision of support services. By submitting your personal data, you agree to this transfer, storing and processing. We will take all steps reasonably necessary, including the use of encryption, to ensure that your data is treated securely and in accordance with this privacy policy.

Unfortunately, the transmission of information via the internet is not completely secure. Although we will do our best to protect your personal data, we cannot guarantee the security of your data transmitted to our sites; any transmission is at your own risk. You will not hold us responsible for any breach of security unless we have been negligent or in wilful default.


Any changes we make to our privacy policy in the future will be posted on this page and, where appropriate, notified to you by e-mail.


Our sites contain links to other websites. If you follow a link to any of these websites, please note that these websites have their own privacy policies and that we do not accept any responsibility or liability for these policies. Please check these policies before you submit any personal data to these websites.


If you want more information or have any questions or comments relating to our privacy policy please email [email protected] in the first instance.

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Group factsheet / Monument Insurance

Monument Insurance

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left Offshore Insurance
46 Funds Managed
RankFund 3yr(%) FE Crown rating Primary asset class 
1Monument Aberdeen Asia Pacific29.233Equityadd to basket
2Monument Aberdeen Emerging Markets14.462Equityadd to basket
3Monument Aberdeen Prop Share Growth46.405Propertyadd to basket
4Monument Artemis Income21.263Equityadd to basket
5Monument Artemis UK Special Situations9.741Equityadd to basket
6Monument Balanced Managed13.983Mixed Assetadd to basket
7Monument Cash-1.191Money Marketadd to basket
8Monument Cautious Managed11.963Mixed Assetadd to basket
9Monument Europe Tracker19.35PTEquityadd to basket
10Monument Fidelity American32.943Equityadd to basket
11Monument Fidelity European40.104Equityadd to basket
12Monument Fidelity Moneybuilder Income10.392Fixed Interestadd to basket
13Monument Fidelity Special Situations14.324Equityadd to basket
14Monument Fidelity Wealthbuilder22.852Equityadd to basket
15Monument Global Growth18.152Equityadd to basket
16Monument International Aggressive25.393Equityadd to basket
17Monument Invesco Perpetual Corporate Bond10.624Fixed Interestadd to basket
18Monument Invesco Perpetual Income-5.441Equityadd to basket
19Monument Jupiter European49.905Equityadd to basket
20Monument Jupiter Income9.681Equityadd to basket
21Monument Jupiter Merlin Income Portfolio14.304Mixed Assetadd to basket
22Monument Jupiter North American Income22.402Equityadd to basket
23Monument Jupiter UK Growth-3.651Equityadd to basket
24Monument Kames Capital Global Bond11.644Fixed Interestadd to basket
25Monument M&G Corporate Bond10.103Fixed Interestadd to basket
26Monument M&G Global Basics32.282Equityadd to basket
27Monument M&G Global Select31.993Equityadd to basket
28Monument M&G High Yield Corp Bond11.932Fixed Interestadd to basket
29Monument M&G Property1.07NSPropertyadd to basket
30Monument Majedie Asset UK Equity5.792Equityadd to basket
31Monument Managed Income9.81SSMixed Assetadd to basket
32Monument Newton Asian Income24.332Equityadd to basket
33Monument Royal London Government Bond7.533Fixed Interestadd to basket
34Monument Schroder European Alpha Plus16.422Equityadd to basket
35Monument Schroder Global Property Securities30.903Propertyadd to basket
36Monument Schroder Mid 25016.313Equityadd to basket
37Monument Schroder Tokyo13.493Equityadd to basket
38Monument Schroder UK Alpha Plus10.802Equityadd to basket
39Monument Schroder US Small & Mid Cap22.833Equityadd to basket
40Monument Stewart Investors Asia Pacific Leaders23.242Equityadd to basket
41Monument Stewart Investors Global Emerging Markets5.701Equityadd to basket
42Monument Templeton Global Total Return-0.354Fixed Interestadd to basket
43Monument Threadneedle American Select Growth41.693Equityadd to basket
44Monument Threadneedle Global Equity19.283Mixed Assetadd to basket
45Monument UK Tracker18.93PTEquityadd to basket
46Monument US Tracker46.17PTEquityadd to basket