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 Wealth

Utmost Wealth

Group details Fund types managed
ManagerGroupLogo Manager Information not found




left Offshore Insurance
123 Funds Managed
RankFund 3yr(%) FE Crown rating Primary asset class 
1Utmost Wealth 50/50 Cautious Managed Collection19.473Mixed Assetadd to basket
2Utmost Wealth 60/40 Cautious Managed Collection17.483Mixed Assetadd to basket
3Utmost Wealth 70/30 Defensive Managed Collection15.593Mixed Assetadd to basket
4Utmost Wealth 80/20 Defensive Managed Collection13.532Mixed Assetadd to basket
5Utmost Wealth Aberdeen Asia Pacific Equity30.203Equityadd to basket
6Utmost Wealth Aberdeen Emerging Markets Equity17.932Equityadd to basket
7Utmost Wealth Adventurous Select Portfolio24.353Mixed Assetadd to basket
8Utmost Wealth Artemis Income25.713Equityadd to basket
9Utmost Wealth Artemis UK Special Situations14.221Equityadd to basket
10Utmost Wealth Asian Equity Select Portfolio32.314Equityadd to basket
11Utmost Wealth Axa Framlington American Growth58.064Equityadd to basket
12Utmost Wealth AXA Framlington UK Select Opportunities16.233Equityadd to basket
13Utmost Wealth Baillie Gifford Balanced Managed33.945Mixed Assetadd to basket
14Utmost Wealth Baillie Gifford International47.635Equityadd to basket
15Utmost Wealth Baillie Gifford Stockmarket Managed46.074Equityadd to basket
16Utmost Wealth Balanced Manager of Managers20.644Mixed Assetadd to basket
17Utmost Wealth Balanced Passive20.294Mixed Assetadd to basket
18Utmost Wealth Balanced Plus Select Portfolio17.173Mixed Assetadd to basket
19Utmost Wealth Balanced Select Portfolio13.653Mixed Assetadd to basket
20Utmost Wealth BlackRock Balanced Managed26.054Mixed Assetadd to basket
21Utmost Wealth BlackRock European Dynamic45.813Equityadd to basket
22Utmost Wealth BlackRock Gold & General8.942Commodity/Energyadd to basket
23Utmost Wealth BlackRock UK31.164Equityadd to basket
24Utmost Wealth BlackRock UK Absolute Alpha4.663Equityadd to basket
25Utmost Wealth BlackRock UK Special Situations35.925Equityadd to basket
26Utmost Wealth Continental European Tracker32.95PTEquityadd to basket
27Utmost Wealth Emerging Markets Equity Tracker23.21PTEquityadd to basket
28Utmost Wealth Euro Cash-12.104Money Marketadd to basket
29Utmost Wealth European Equity Select Portfolio24.713Equityadd to basket
30Utmost Wealth External Balanced Collection23.843Mixed Assetadd to basket
31Utmost Wealth External Stockmarket Collection29.203Equityadd to basket
32Utmost Wealth Fidelity Asia40.294Equityadd to basket
33Utmost Wealth Fidelity European44.124Equityadd to basket
34Utmost Wealth Fidelity Moneybuilder Income12.252Fixed Interestadd to basket
35Utmost Wealth Global Emerging Markets Equity Select Portfolio23.873Equityadd to basket
36Utmost Wealth Growth Plus Select Portfolio21.813Mixed Assetadd to basket
37Utmost Wealth Growth Select Portfolio19.543Mixed Assetadd to basket
38Utmost Wealth International Bond Select Portfolio2.092Fixed Interestadd to basket
39Utmost Wealth Invesco Perpetual Asia30.985Equityadd to basket
40Utmost Wealth Invesco Perpetual Balanced Managed15.012Mixed Assetadd to basket
41Utmost Wealth Invesco Perpetual Corporate Bond11.794Fixed Interestadd to basket
42Utmost Wealth Invesco Perpetual Income-1.891Equityadd to basket
43Utmost Wealth Invesco Perpetual Stockmarket Managed22.032Mixed Assetadd to basket
44Utmost Wealth Investec Asia Ex Japan44.934Equityadd to basket
45Utmost Wealth Investec Cautious Managed1.461Mixed Assetadd to basket
46Utmost Wealth Janus Henderson Cautious Managed8.271Mixed Assetadd to basket
47Utmost Wealth Janus Henderson Emerging Markets Opportunities6.851Equityadd to basket
48Utmost Wealth Janus Henderson European Selected Opportunites23.122Equityadd to basket
49Utmost Wealth Janus Henderson Strategic Bond14.604Fixed Interestadd to basket
50Utmost Wealth Japan Equity Tracker20.45PTEquityadd to basket
51Utmost Wealth Japanese Equity Select Portfolio16.313Equityadd to basket
52Utmost Wealth JPM Global (ex-UK) Bond7.802Fixed Interestadd to basket
53Utmost Wealth JPMorgan Emerging Markets45.085Equityadd to basket
54Utmost Wealth JPMorgan Natural Resources15.712Commodity/Energyadd to basket
55Utmost Wealth JPMorgan US43.463Equityadd to basket
56Utmost Wealth Jupiter European Special Situations23.721Equityadd to basket
57Utmost Wealth Jupiter Japan Income30.924Equityadd to basket
58Utmost Wealth Kames Ethical Corporate Bond12.262Fixed Interestadd to basket
59Utmost Wealth Kames High Yield Bond17.923Fixed Interestadd to basket
60Utmost Wealth Kames Investment Grade Bond13.813Fixed Interestadd to basket
61Utmost Wealth Kames Sterling Corporate Bond13.403Fixed Interestadd to basket
62Utmost Wealth Kames UK Smaller Companies40.882Equityadd to basket
63Utmost Wealth Lazard Emerging Markets16.262Equityadd to basket
64Utmost Wealth Lazard European Alpha25.892Equityadd to basket
65Utmost Wealth Lazard Managed Equity29.932Equityadd to basket
66Utmost Wealth Lazard UK Alpha14.432Equityadd to basket
67Utmost Wealth Legal & General UK Property9.39NSPropertyadd to basket
68Utmost Wealth London & Capital Multi Strategy4.103Mixed Assetadd to basket
69Utmost Wealth London & Capital Multi Strategy II-1.202Mixed Assetadd to basket
70Utmost Wealth M&G Corporate Bond14.213Fixed Interestadd to basket
71Utmost Wealth M&G Global Emerging Markets24.893Equityadd to basket
72Utmost Wealth M&G Optimal Income9.004Fixed Interestadd to basket
73Utmost Wealth M&G Property Portfolio1.29NSPropertyadd to basket
74Utmost Wealth M&G Strategic Corporate Bond13.223Fixed Interestadd to basket
75Utmost Wealth Man GLG Balanced Managed18.723Mixed Assetadd to basket
76Utmost Wealth Man GLG Japan Core Alpha10.274Equityadd to basket
77Utmost Wealth Man GLG Stockmarket Managed24.883Mixed Assetadd to basket
78Utmost Wealth Newton Balanced Managed21.762Mixed Assetadd to basket
79Utmost Wealth Newton Global Income32.402Equityadd to basket
80Utmost Wealth Newton International Bond4.863Fixed Interestadd to basket
81Utmost Wealth Newton Managed29.902Mixed Assetadd to basket
82Utmost Wealth Newton UK Equity23.893Equityadd to basket
83Utmost Wealth Newton UK Income24.291Equityadd to basket
84Utmost Wealth North American Equity Select Portfolio37.583Equityadd to basket
85Utmost Wealth North American Equity Tracker40.89PTEquityadd to basket
86Utmost Wealth Old Mutual Global Strategic Bond9.162Fixed Interestadd to basket
87Utmost Wealth Old Mutual UK Smaller Companies28.263Equityadd to basket
88Utmost Wealth Overseas Corporate Bond Tracker7.09PTFixed Interestadd to basket
89Utmost Wealth Overseas Government Bond Tracker2.13PTFixed Interestadd to basket
90Utmost Wealth Pacific Ex-Japan Equity Tracker27.45PTEquityadd to basket
91Utmost Wealth Property12.35NSPropertyadd to basket
92Utmost Wealth Property Select Portfolio7.032Propertyadd to basket
93Utmost Wealth Schroder Absolute Return Bond2.874Fixed Interestadd to basket
94Utmost Wealth Schroder Asian Alpha Plus35.064Equityadd to basket
95Utmost Wealth Schroder European Alpha Plus15.702Equityadd to basket
96Utmost Wealth Schroder European Opportunities21.511Equityadd to basket
97Utmost Wealth Schroder Global Property Securities35.323Propertyadd to basket
98Utmost Wealth Schroder Income18.664Equityadd to basket
99Utmost Wealth Schroder Tokyo15.303Equityadd to basket
100Utmost Wealth Schroder UK Alpha Plus16.492Equityadd to basket