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

Group details Fund types managed
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left Offshore Insurance
46 Funds Managed
RankFund 3yr(%) FE Crown rating Primary asset class 
1Monument Aberdeen Asia Pacific55.134Equityadd to basket
2Monument Aberdeen Emerging Markets39.743Equityadd to basket
3Monument Aberdeen Prop Share Growth19.185Propertyadd to basket
4Monument Artemis Income21.012Equityadd to basket
5Monument Artemis UK Special Situations4.791Equityadd to basket
6Monument Balanced Managed25.632Mixed Assetadd to basket
7Monument Cash-1.322Money Marketadd to basket
8Monument Cautious Managed21.842Mixed Assetadd to basket
9Monument Europe Tracker12.87PTEquityadd to basket
10Monument Fidelity American56.453Equityadd to basket
11Monument Fidelity European50.965Equityadd to basket
12Monument Fidelity Moneybuilder Income11.053Fixed Interestadd to basket
13Monument Fidelity Special Situations23.302Equityadd to basket
14Monument Fidelity Wealthbuilder38.622Equityadd to basket
15Monument Global Growth33.282Equityadd to basket
16Monument International Aggressive44.343Equityadd to basket
17Monument Invesco Perpetual Corporate Bond10.552Fixed Interestadd to basket
18Monument Invesco Perpetual Income-2.061Equityadd to basket
19Monument Jupiter European57.754Equityadd to basket
20Monument Jupiter Income18.104Equityadd to basket
21Monument Jupiter Merlin Income Portfolio19.083Mixed Assetadd to basket
22Monument Jupiter North American Income53.742Equityadd to basket
23Monument Jupiter UK Growth-5.261Equityadd to basket
24Monument Kames Capital Global Bond11.061Fixed Interestadd to basket
25Monument M&G Corporate Bond10.683Fixed Interestadd to basket
26Monument M&G Global Basics50.113Equityadd to basket
27Monument M&G Global Select52.442Equityadd to basket
28Monument M&G High Yield Corp Bond13.331Fixed Interestadd to basket
29Monument M&G Property3.81NSPropertyadd to basket
30Monument Majedie Asset UK Equity17.482Equityadd to basket
31Monument Managed Income15.85SSMixed Assetadd to basket
32Monument Newton Asian Income44.525Equityadd to basket
33Monument Royal London Government Bond7.322Fixed Interestadd to basket
34Monument Schroder European Alpha Plus33.143Equityadd to basket
35Monument Schroder Global Property Securities35.401Propertyadd to basket
36Monument Schroder Mid 25012.243Equityadd to basket
37Monument Schroder Tokyo36.234Equityadd to basket
38Monument Schroder UK Alpha Plus16.001Equityadd to basket
39Monument Schroder US Small & Mid Cap47.143Equityadd to basket
40Monument Stewart Investors Asia Pacific Leaders41.374Equityadd to basket
41Monument Stewart Investors Global Emerging Markets29.193Equityadd to basket
42Monument Templeton Global Total Return30.303Fixed Interestadd to basket
43Monument Threadneedle American Select Growth71.033Equityadd to basket
44Monument Threadneedle Global Equity34.803Mixed Assetadd to basket
45Monument UK Tracker29.06PTEquityadd to basket
46Monument US Tracker43.47PTEquityadd to basket