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

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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
128 Funds Managed
RankFund 3yr(%) FE Crown rating Primary asset class 
1Utmost 1997 Deferred Distribution15.113Mixed Assetadd to basket
2Utmost Architas Diversified Real Assets9.261Mixed Assetadd to basket
3Utmost Architas MA Active Dynamic23.461Mixed Assetadd to basket
4Utmost Architas MA Active Growth25.863Mixed Assetadd to basket
5Utmost Architas MA Active Intermediate Income14.042Mixed Assetadd to basket
6Utmost Architas MA Active Moderate Income8.112Mixed Assetadd to basket
7Utmost Architas MA Active Progressive21.242Mixed Assetadd to basket
8Utmost Architas MA Active Reserve5.363Mixed Assetadd to basket
9Utmost Architas MA Blended Growth24.433Equityadd to basket
10Utmost Architas MA Blended Intermediate16.803Mixed Assetadd to basket
11Utmost Architas MA Blended Moderate13.783Mixed Assetadd to basket
12Utmost Architas MA Blended Progressive21.624Mixed Assetadd to basket
13Utmost Architas MA Blended Reserve9.682Mixed Assetadd to basket
14Utmost Architas MA Passive Dynamic31.935Mixed Assetadd to basket
15Utmost Architas MA Passive Growth32.825Mixed Assetadd to basket
16Utmost Architas MA Passive Intermediate21.385Mixed Assetadd to basket
17Utmost Architas MA Passive Moderate18.095Mixed Assetadd to basket
18Utmost Architas MA Passive Progressive27.145Mixed Assetadd to basket
19Utmost Architas MA Passive Prudent10.503Mixed Assetadd to basket
20Utmost Architas MA Passive Reserve14.993Mixed Assetadd to basket
21Utmost Architas MM Diversified Protector 857.85USMixed Assetadd to basket
22Utmost Architas MM Monthly High Income5.943Mixed Assetadd to basket
23Utmost Architas MM Strategic Bond6.373Fixed Interestadd to basket
24Utmost Architas MM UK Equity18.814Equityadd to basket
25Utmost Artemis Income19.363Equityadd to basket
26Utmost Artemis Strategic Bond12.315Fixed Interestadd to basket
27Utmost ASI Global Index Linked Bond6.632Fixed Interestadd to basket
28Utmost AXA Defensive Distribution7.773Mixed Assetadd to basket
29Utmost AXA Distribution12.803Mixed Assetadd to basket
30Utmost AXA Ethical Distribution11.344Mixed Assetadd to basket
31Utmost AXA Framlington American Growth62.804Equityadd to basket
32Utmost AXA Framlington Biotechnology9.554Equityadd to basket
33Utmost AXA Framlington Emerging Markets21.862Equityadd to basket
34Utmost AXA Framlington Financial54.294Equityadd to basket
35Utmost AXA Framlington Global Technology88.364Equityadd to basket
36Utmost AXA Framlington Health17.541Equityadd to basket
37Utmost AXA Framlington Japan24.741Equityadd to basket
38Utmost AXA Framlington Managed Balanced22.104Mixed Assetadd to basket
39Utmost AXA Framlington Managed Income13.975Mixed Assetadd to basket
40Utmost AXA Framlington UK Mid Cap23.194Equityadd to basket
41Utmost AXA Framlington UK Select Opportunities16.923Equityadd to basket
42Utmost AXA Framlington UK Smaller Companies27.083Equityadd to basket
43Utmost AXA Global Distribution21.665Mixed Assetadd to basket
44Utmost AXA Global High Income14.363Fixed Interestadd to basket
45Utmost AXA Pan European High Yield Bond13.202Fixed Interestadd to basket
46Utmost AXA Sterling Index Linked Bond16.153Fixed Interestadd to basket
47Utmost AXA US Short Duration High Yield7.172Fixed Interestadd to basket
48Utmost Baillie Gifford Japanese41.134Equityadd to basket
49Utmost Baillie Gifford Managed31.145Mixed Assetadd to basket
50Utmost Blackrock Asian Special Situations18.262Equityadd to basket
51Utmost BlackRock Continental European34.333Equityadd to basket
52Utmost BlackRock Gold & General1.162Commodity/Energyadd to basket
53Utmost BNY Mellon Long Term Global Equity EUR42.624Equityadd to basket
54Utmost BNY Mellon Long Term Global Equity GBP47.244Equityadd to basket
55Utmost BNY Mellon Long Term Global Equity USD40.434Equityadd to basket
56Utmost Deferred Distribution18.604Mixed Assetadd to basket
57Utmost Fidelity Emerging Markets27.443Equityadd to basket
58Utmost Fidelity Emerging Markets USD21.953Equityadd to basket
59Utmost Fidelity Global Dividend30.822Equityadd to basket
60Utmost Fidelity Global Special Situations41.984Equityadd to basket
61Utmost Fidelity MoneyBuilder Income8.252Fixed Interestadd to basket
62Utmost First State Asian Equity Plus III USD-SHEquityadd to basket
63Utmost First State Global Listed Infrastructure35.005Equityadd to basket
64Utmost Franklin UK Mid Cap34.855Equityadd to basket
65Utmost Franklin UK Smaller Companies26.093Equityadd to basket
66Utmost GAM Star China Equity24.692Equityadd to basket
67Utmost GAM Star China Equity USD18.582Equityadd to basket
68Utmost Invesco Perpetual Corporate Bond8.414Fixed Interestadd to basket
69Utmost Invesco Perpetual Distribution10.692Mixed Assetadd to basket
70Utmost Investec UK Special Situations17.902Equityadd to basket
71Utmost Janus Henderson Cautious Managed7.721Mixed Assetadd to basket
72Utmost Janus Henderson European Select Opportunities24.772Equityadd to basket
73Utmost JOHCM Continental European EUR-SHEquityadd to basket
74Utmost JPM (UK) US Equity Income46.253Equityadd to basket
75Utmost JPM Emerging Markets Income29.614Equityadd to basket
76Utmost JPM US Select50.183Equityadd to basket
77Utmost Jupiter Distribution5.302Mixed Assetadd to basket
78Utmost Jupiter Ecology25.911Equityadd to basket
79Utmost Jupiter Financial Opportunities48.404Equityadd to basket
80Utmost Kames Investment Grade Bond8.243Fixed Interestadd to basket
81Utmost L&G Emerging Markets Government Bond (US$) Index-PTFixed Interestadd to basket
82Utmost Legal & General UK Property Feeder18.25NSPropertyadd to basket
83Utmost LF Woodford Equity Income-35.291Equityadd to basket
84Utmost LO Convertible Bond Systematic-SHFixed Interestadd to basket
85Utmost M&G Corporate Bond9.203Fixed Interestadd to basket
86Utmost M&G Optimal Income10.464Fixed Interestadd to basket
87Utmost M&G UK Inflation Linked Corporate Bond6.452Fixed Interestadd to basket
88Utmost Man GLG Japan Core Alpha25.334Equityadd to basket
89Utmost Money Dollar2.012Money Marketadd to basket
90Utmost Money Euro-1.513Money Marketadd to basket
91Utmost Money Sterling0.513Money Marketadd to basket
92Utmost Money Swedish Krona-2.101Money Marketadd to basket
93Utmost Newton Global Income33.402Equityadd to basket
94Utmost Newton International Bond9.003Fixed Interestadd to basket
95Utmost Newton Multi-Asset Growth20.772Mixed Assetadd to basket
96Utmost Newton Real Return5.603Mixed Assetadd to basket
97Utmost Offshore Deferred Distribution16.844Mixed Assetadd to basket
98Utmost Old Mutual UK Alpha21.364Equityadd to basket
99Utmost Old Mutual UK Alpha EUR15.085Equityadd to basket
100Utmost Old Mutual UK Alpha USD13.675Equityadd to basket