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.

WHAT INFORMATION DO WE COLLECT ABOUT YOU?

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.

COOKIES

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.

HOW WE USE INFORMATION

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.

ACCESS TO YOUR INFORMATION AND CORRECTION

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.

WHERE WE STORE YOUR PERSONAL DATA

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.

CHANGES TO OUR PRIVACY POLICY

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.

OTHER WEBSITES

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.

CONTACT

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 / Utmost

Utmost

Group details Fund types managed
ManagerGroupLogo Royalty House,Walpole Avenue,Douglas,Isle of Man,British Isles,IM1 2SL
Ph: 44 (0)1624 643 333
Fax: 1624 643 444
www.utmostwealth.com
[email protected]
left Offshore Insurance
131 Funds Managed
RankFund 3yr(%) FE Crown rating Primary asset class 
1Utmost 1997 Deferred Distribution24.483Mixed Assetadd to basket
2Utmost Architas Diversified Real Assets11.852Mixed Assetadd to basket
3Utmost Architas MA Active Dynamic35.952Mixed Assetadd to basket
4Utmost Architas MA Active Growth36.923Mixed Assetadd to basket
5Utmost Architas MA Active Intermediate Income19.992Mixed Assetadd to basket
6Utmost Architas MA Active Moderate Income13.152Mixed Assetadd to basket
7Utmost Architas MA Active Progressive29.862Mixed Assetadd to basket
8Utmost Architas MA Active Reserve8.895Mixed Assetadd to basket
9Utmost Architas MA Blended Growth35.393Equityadd to basket
10Utmost Architas MA Blended Intermediate24.524Mixed Assetadd to basket
11Utmost Architas MA Blended Moderate20.255Mixed Assetadd to basket
12Utmost Architas MA Blended Progressive31.373Mixed Assetadd to basket
13Utmost Architas MA Blended Reserve15.264Mixed Assetadd to basket
14Utmost Architas MA Passive Dynamic44.745Mixed Assetadd to basket
15Utmost Architas MA Passive Growth43.154Mixed Assetadd to basket
16Utmost Architas MA Passive Intermediate27.625Mixed Assetadd to basket
17Utmost Architas MA Passive Moderate22.935Mixed Assetadd to basket
18Utmost Architas MA Passive Progressive34.984Mixed Assetadd to basket
19Utmost Architas MA Passive Prudent14.675Mixed Assetadd to basket
20Utmost Architas MA Passive Reserve18.635Mixed Assetadd to basket
21Utmost Architas MM Diversified Protector 859.09USMixed Assetadd to basket
22Utmost Architas MM Monthly High Income12.093Mixed Assetadd to basket
23Utmost Architas MM Strategic Bond11.963Fixed Interestadd to basket
24Utmost Architas MM UK Equity28.922Equityadd to basket
25Utmost Artemis Income27.702Equityadd to basket
26Utmost Artemis Strategic Bond15.754Fixed Interestadd to basket
27Utmost AXA Defensive Distribution15.743Mixed Assetadd to basket
28Utmost AXA Distribution19.402Mixed Assetadd to basket
29Utmost AXA Ethical Distribution21.031Mixed Assetadd to basket
30Utmost AXA Framlington American Growth79.742Equityadd to basket
31Utmost AXA Framlington Biotechnology33.973Equityadd to basket
32Utmost AXA Framlington Emerging Markets39.492Equityadd to basket
33Utmost AXA Framlington Financial73.632Equityadd to basket
34Utmost AXA Framlington Global Technology113.524Equityadd to basket
35Utmost AXA Framlington Health28.221Equityadd to basket
36Utmost AXA Framlington Japan29.173Equityadd to basket
37Utmost AXA Framlington Managed Balanced31.042Mixed Assetadd to basket
38Utmost AXA Framlington Managed Income18.805Mixed Assetadd to basket
39Utmost AXA Framlington UK Mid Cap31.093Equityadd to basket
40Utmost AXA Framlington UK Select Opportunities23.251Equityadd to basket
41Utmost AXA Framlington UK Smaller Companies42.713Equityadd to basket
42Utmost AXA Global Distribution29.885Mixed Assetadd to basket
43Utmost AXA Global High Income17.623Fixed Interestadd to basket
44Utmost AXA Pan European High Yield Bond13.905Fixed Interestadd to basket
45Utmost AXA Sterling Credit Short Duration Bond3.232Fixed Interestadd to basket
46Utmost AXA Sterling Index Linked Bond26.225Fixed Interestadd to basket
47Utmost AXA US Short Duration High Yield8.413Fixed Interestadd to basket
48Utmost Baillie Gifford Japanese61.474Equityadd to basket
49Utmost Baillie Gifford Managed44.865Mixed Assetadd to basket
50Utmost Blackrock Asian Special Situations31.873Equityadd to basket
51Utmost BlackRock Continental European47.243Equityadd to basket
52Utmost BlackRock Gold & General-2.192Commodity/Energyadd to basket
53Utmost BNY Mellon Long Term Global Equity EUR42.684Equityadd to basket
54Utmost BNY Mellon Long Term Global Equity GBP61.764Equityadd to basket
55Utmost BNY Mellon Long Term Global Equity USD41.744Equityadd to basket
56Utmost Deferred Distribution28.255Mixed Assetadd to basket
57Utmost Fidelity Emerging Markets44.601Equityadd to basket
58Utmost Fidelity Emerging Markets USD27.291Equityadd to basket
59Utmost Fidelity Global Dividend43.773Equityadd to basket
60Utmost Fidelity Global Special Situations57.493Equityadd to basket
61Utmost Fidelity MoneyBuilder Income10.513Fixed Interestadd to basket
62Utmost First State Global Listed Infrastructure46.305Equityadd to basket
63Utmost Franklin UK Mid Cap35.724Equityadd to basket
64Utmost Franklin UK Smaller Companies32.511Equityadd to basket
65Utmost GAM Star China Equity52.471Equityadd to basket
66Utmost GAM Star China Equity USD34.271Equityadd to basket
67Utmost Invesco Perpetual Corporate Bond10.552Fixed Interestadd to basket
68Utmost Invesco Perpetual Distribution15.461Mixed Assetadd to basket
69Utmost Investec Emerging Markets Blended Debt24.193Fixed Interestadd to basket
70Utmost Investec UK Special Situations22.322Equityadd to basket
71Utmost Janus Henderson Cautious Managed12.271Mixed Assetadd to basket
72Utmost Janus Henderson European Select Opportunities35.863Equityadd to basket
73Utmost JPM (UK) US Equity Income55.663Equityadd to basket
74Utmost JPM Emerging Markets Income51.555Equityadd to basket
75Utmost JPM US Select61.202Equityadd to basket
76Utmost Jupiter Distribution8.662Mixed Assetadd to basket
77Utmost Jupiter Ecology34.341Equityadd to basket
78Utmost Jupiter Financial Opportunities62.171Equityadd to basket
79Utmost Jupiter JGF Global Ecology Growth USD18.871Equityadd to basket
80Utmost Kames Investment Grade Bond10.632Fixed Interestadd to basket
81Utmost L&G Emerging Markets Government Bond (US$) Index-PTFixed Interestadd to basket
82Utmost Legal & General UK Property Feeder13.76NSPropertyadd to basket
83Utmost LF Woodford Equity Income-18.941Equityadd to basket
84Utmost LO Convertible Bond Systematic-SHFixed Interestadd to basket
85Utmost M&G Corporate Bond11.093Fixed Interestadd to basket
86Utmost M&G Gilt & Fixed Interest Income6.912Fixed Interestadd to basket
87Utmost M&G Optimal Income11.811Fixed Interestadd to basket
88Utmost M&G UK Inflation Linked Corporate Bond7.541Fixed Interestadd to basket
89Utmost Man GLG Japan Core Alpha44.794Equityadd to basket
90Utmost Money Dollar1.752Money Marketadd to basket
91Utmost Money Euro-1.513Money Marketadd to basket
92Utmost Money Sterling0.474Money Marketadd to basket
93Utmost Money Swedish Krona-2.091Money Marketadd to basket
94Utmost Newton Global Income44.953Equityadd to basket
95Utmost Newton International Bond15.084Fixed Interestadd to basket
96Utmost Newton Multi-Asset Growth30.783Mixed Assetadd to basket
97Utmost Newton Real Return6.493Mixed Assetadd to basket
98Utmost Offshore Deferred Distribution26.355Mixed Assetadd to basket
99Utmost Old Mutual UK Alpha33.712Equityadd to basket
100Utmost Old Mutual UK Alpha EUR16.655Equityadd to basket