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
137 Funds Managed
RankFund 3yr(%) FE Crown rating Primary asset class 
1Utmost 1997 Deferred Distribution22.402Mixed Assetadd to basket
2Utmost Architas Diversified Real Assets9.172Mixed Assetadd to basket
3Utmost Architas MA Active Dynamic32.012Mixed Assetadd to basket
4Utmost Architas MA Active Growth31.583Mixed Assetadd to basket
5Utmost Architas MA Active Intermediate Income17.061Mixed Assetadd to basket
6Utmost Architas MA Active Moderate Income11.092Mixed Assetadd to basket
7Utmost Architas MA Active Progressive25.963Mixed Assetadd to basket
8Utmost Architas MA Active Reserve7.734Mixed Assetadd to basket
9Utmost Architas MA Blended Growth30.963Equityadd to basket
10Utmost Architas MA Blended Intermediate22.874Mixed Assetadd to basket
11Utmost Architas MA Blended Moderate18.844Mixed Assetadd to basket
12Utmost Architas MA Blended Progressive28.113Mixed Assetadd to basket
13Utmost Architas MA Blended Reserve14.273Mixed Assetadd to basket
14Utmost Architas MA Passive Dynamic44.903Mixed Assetadd to basket
15Utmost Architas MA Passive Growth39.654Mixed Assetadd to basket
16Utmost Architas MA Passive Intermediate26.104Mixed Assetadd to basket
17Utmost Architas MA Passive Moderate22.195Mixed Assetadd to basket
18Utmost Architas MA Passive Progressive32.444Mixed Assetadd to basket
19Utmost Architas MA Passive Prudent15.555Mixed Assetadd to basket
20Utmost Architas MA Passive Reserve18.925Mixed Assetadd to basket
21Utmost Architas MM Diversified Protector 7016.05USMixed Assetadd to basket
22Utmost Architas MM Diversified Protector 809.53USMixed Assetadd to basket
23Utmost Architas MM Diversified Protector 856.23USMixed Assetadd to basket
24Utmost Architas MM Monthly High Income10.662Mixed Assetadd to basket
25Utmost Architas MM Strategic Bond11.322Fixed Interestadd to basket
26Utmost Architas MM UK Equity13.002Equityadd to basket
27Utmost Artemis Income16.223Equityadd to basket
28Utmost Artemis Strategic Bond12.314Fixed Interestadd to basket
29Utmost AXA Defensive Distribution13.363Mixed Assetadd to basket
30Utmost AXA Distribution14.613Mixed Assetadd to basket
31Utmost AXA Ethical Distribution9.612Mixed Assetadd to basket
32Utmost AXA Framlington American Growth60.092Equityadd to basket
33Utmost AXA Framlington Biotechnology14.141Equityadd to basket
34Utmost AXA Framlington Blue Chip Equity Income9.121Equityadd to basket
35Utmost AXA Framlington Emerging Markets42.834Equityadd to basket
36Utmost AXA Framlington European22.382Equityadd to basket
37Utmost AXA Framlington Financial44.742Equityadd to basket
38Utmost AXA Framlington Global Opportunities47.313Equityadd to basket
39Utmost AXA Framlington Global Technology93.683Equityadd to basket
40Utmost AXA Framlington Health31.501Equityadd to basket
41Utmost AXA Framlington Japan47.905Equityadd to basket
42Utmost AXA Framlington Managed Balanced23.253Mixed Assetadd to basket
43Utmost AXA Framlington Managed Income17.335Mixed Assetadd to basket
44Utmost AXA Framlington UK Mid Cap7.553Equityadd to basket
45Utmost AXA Framlington UK Select Opportunities6.081Equityadd to basket
46Utmost AXA Framlington UK Smaller Companies20.493Equityadd to basket
47Utmost AXA Global Distribution32.545Mixed Assetadd to basket
48Utmost AXA Global High Income15.862Fixed Interestadd to basket
49Utmost AXA Pan European High Yield Bond10.845Fixed Interestadd to basket
50Utmost AXA Sterling Credit Short Duration Bond3.151Fixed Interestadd to basket
51Utmost AXA Sterling Index Linked Bond29.104Fixed Interestadd to basket
52Utmost AXA US Short Duration High Yield7.821Fixed Interestadd to basket
53Utmost Baillie Gifford Japanese61.845Equityadd to basket
54Utmost Baillie Gifford Managed37.245Mixed Assetadd to basket
55Utmost Blackrock Asian Special Situations-3Equityadd to basket
56Utmost BlackRock Continental European31.844Equityadd to basket
57Utmost BlackRock Gold & General47.572Commodity/Energyadd to basket
58Utmost BNY Mellon Long Term Global Equity EUR25.233Equityadd to basket
59Utmost BNY Mellon Long Term Global Equity GBP56.293Equityadd to basket
60Utmost BNY Mellon Long Term Global Equity USD29.083Equityadd to basket
61Utmost Deferred Distribution26.114Mixed Assetadd to basket
62Utmost Fidelity Emerging Markets38.984Equityadd to basket
63Utmost Fidelity Emerging Markets USD16.334Equityadd to basket
64Utmost Fidelity Enhanced Income-1Equityadd to basket
65Utmost Fidelity Global Dividend-2Equityadd to basket
66Utmost Fidelity Global Special Situations51.704Equityadd to basket
67Utmost Fidelity MoneyBuilder Income10.202Fixed Interestadd to basket
68Utmost First State Global Listed Infrastructure58.935Equityadd to basket
69Utmost Franklin UK Mid Cap12.823Equityadd to basket
70Utmost Franklin UK Smaller Companies10.122Equityadd to basket
71Utmost GAM Star China Equity19.951Equityadd to basket
72Utmost GAM Star China Equity USD-0.801Equityadd to basket
73Utmost Invesco Perpetual Corporate Bond8.162Fixed Interestadd to basket
74Utmost Invesco Perpetual Distribution9.211Mixed Assetadd to basket
75Utmost Investec Emerging Markets Blended Debt32.685Fixed Interestadd to basket
76Utmost Investec UK Special Situations16.561Equityadd to basket
77Utmost Janus Henderson Cautious Managed9.311Mixed Assetadd to basket
78Utmost Janus Henderson European Select Opportunities26.842Equityadd to basket
79Utmost JPM (UK) US Equity Income59.292Equityadd to basket
80Utmost JPM Emerging Markets Income62.673Equityadd to basket
81Utmost JPM US Select57.952Equityadd to basket
82Utmost Jupiter Distribution6.352Mixed Assetadd to basket
83Utmost Jupiter Ecology28.311Equityadd to basket
84Utmost Jupiter Financial Opportunities37.054Equityadd to basket
85Utmost Jupiter Global Emerging Markets-3Equityadd to basket
86Utmost Jupiter JGF Global Ecology Growth GBP29.081Equityadd to basket
87Utmost Jupiter JGF Global Ecology Growth USD7.201Equityadd to basket
88Utmost Kames Investment Grade Bond-4Fixed Interestadd to basket
89Utmost Legal & General UK Property Feeder16.01NSPropertyadd to basket
90Utmost LF Woodford Equity Income-9.071Equityadd to basket
91Utmost M&G Corporate Bond10.153Fixed Interestadd to basket
92Utmost M&G Gilt & Fixed Interest Income9.573Fixed Interestadd to basket
93Utmost M&G Optimal Income9.712Fixed Interestadd to basket
94Utmost M&G UK Inflation Linked Corporate Bond6.061Fixed Interestadd to basket
95Utmost Man GLG Japan Core Alpha41.512Equityadd to basket
96Utmost Money Dollar1.203Money Marketadd to basket
97Utmost Money Euro-1.253Money Marketadd to basket
98Utmost Money Sterling0.332Money Marketadd to basket
99Utmost Money Swedish Krona-1.731Money Marketadd to basket
100Utmost Newton Global Income51.364Equityadd to basket