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 / 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 Collection24.302Mixed Assetadd to basket
2Utmost Wealth 60/40 Cautious Managed Collection20.742Mixed Assetadd to basket
3Utmost Wealth 70/30 Defensive Managed Collection17.282Mixed Assetadd to basket
4Utmost Wealth 80/20 Defensive Managed Collection13.842Mixed Assetadd to basket
5Utmost Wealth Aberdeen Asia Pacific Equity47.864Equityadd to basket
6Utmost Wealth Aberdeen Emerging Markets Equity34.813Equityadd to basket
7Utmost Wealth Adventurous Select Portfolio36.202Mixed Assetadd to basket
8Utmost Wealth Artemis Income31.082Equityadd to basket
9Utmost Wealth Artemis UK Special Situations13.391Equityadd to basket
10Utmost Wealth Asian Equity Select Portfolio52.033Equityadd to basket
11Utmost Wealth Axa Framlington American Growth78.392Equityadd to basket
12Utmost Wealth AXA Framlington UK Select Opportunities26.541Equityadd to basket
13Utmost Wealth Baillie Gifford Balanced Managed47.885Mixed Assetadd to basket
14Utmost Wealth Baillie Gifford International77.454Equityadd to basket
15Utmost Wealth Baillie Gifford Stockmarket Managed62.693Equityadd to basket
16Utmost Wealth Balanced Manager of Managers31.294Mixed Assetadd to basket
17Utmost Wealth Balanced Passive31.274Mixed Assetadd to basket
18Utmost Wealth Balanced Plus Select Portfolio24.302Mixed Assetadd to basket
19Utmost Wealth Balanced Select Portfolio18.432Mixed Assetadd to basket
20Utmost Wealth BlackRock Balanced Managed34.532Mixed Assetadd to basket
21Utmost Wealth BlackRock European Dynamic50.793Equityadd to basket
22Utmost Wealth BlackRock Gold & General2.422Commodity/Energyadd to basket
23Utmost Wealth BlackRock UK43.731Equityadd to basket
24Utmost Wealth BlackRock UK Absolute Alpha4.622Equityadd to basket
25Utmost Wealth BlackRock UK Special Situations50.054Equityadd to basket
26Utmost Wealth Continental European Tracker45.88PTEquityadd to basket
27Utmost Wealth Emerging Markets Equity Tracker43.37PTEquityadd to basket
28Utmost Wealth Euro Cash-10.473Money Marketadd to basket
29Utmost Wealth European Equity Select Portfolio36.103Equityadd to basket
30Utmost Wealth External Balanced Collection31.572Mixed Assetadd to basket
31Utmost Wealth External Stockmarket Collection42.982Equityadd to basket
32Utmost Wealth Fidelity Asia59.214Equityadd to basket
33Utmost Wealth Fidelity European53.845Equityadd to basket
34Utmost Wealth Fidelity Moneybuilder Income11.673Fixed Interestadd to basket
35Utmost Wealth Global Emerging Markets Equity Select Portfolio41.063Equityadd to basket
36Utmost Wealth Growth Plus Select Portfolio31.932Mixed Assetadd to basket
37Utmost Wealth Growth Select Portfolio27.962Mixed Assetadd to basket
38Utmost Wealth International Bond Select Portfolio6.281Fixed Interestadd to basket
39Utmost Wealth Invesco Perpetual Asia60.205Equityadd to basket
40Utmost Wealth Invesco Perpetual Balanced Managed25.722Mixed Assetadd to basket
41Utmost Wealth Invesco Perpetual Corporate Bond11.392Fixed Interestadd to basket
42Utmost Wealth Invesco Perpetual Income3.621Equityadd to basket
43Utmost Wealth Invesco Perpetual Stockmarket Managed40.332Mixed Assetadd to basket
44Utmost Wealth Investec Asia Ex Japan64.464Equityadd to basket
45Utmost Wealth Investec Cautious Managed8.122Mixed Assetadd to basket
46Utmost Wealth Janus Henderson Cautious Managed12.071Mixed Assetadd to basket
47Utmost Wealth Janus Henderson Emerging Markets Opportunities27.503Equityadd to basket
48Utmost Wealth Janus Henderson European Selected Opportunites33.093Equityadd to basket
49Utmost Wealth Janus Henderson Strategic Bond14.392Fixed Interestadd to basket
50Utmost Wealth Japan Equity Tracker35.84PTEquityadd to basket
51Utmost Wealth Japanese Equity Select Portfolio35.283Equityadd to basket
52Utmost Wealth JPM Global (ex-UK) Bond4.162Fixed Interestadd to basket
53Utmost Wealth JPMorgan Emerging Markets63.464Equityadd to basket
54Utmost Wealth JPMorgan Natural Resources57.763Commodity/Energyadd to basket
55Utmost Wealth JPMorgan US65.002Equityadd to basket
56Utmost Wealth Jupiter European Special Situations31.161Equityadd to basket
57Utmost Wealth Jupiter Japan Income43.883Equityadd to basket
58Utmost Wealth Kames Ethical Corporate Bond11.623Fixed Interestadd to basket
59Utmost Wealth Kames High Yield Bond18.641Fixed Interestadd to basket
60Utmost Wealth Kames Investment Grade Bond12.502Fixed Interestadd to basket
61Utmost Wealth Kames Sterling Corporate Bond12.802Fixed Interestadd to basket
62Utmost Wealth Kames UK Smaller Companies41.851Equityadd to basket
63Utmost Wealth Lazard Emerging Markets35.373Equityadd to basket
64Utmost Wealth Lazard European Alpha35.072Equityadd to basket
65Utmost Wealth Lazard Managed Equity45.352Equityadd to basket
66Utmost Wealth Lazard UK Alpha30.022Equityadd to basket
67Utmost Wealth Legal & General UK Property10.79NSPropertyadd to basket
68Utmost Wealth London & Capital Multi Strategy15.123Mixed Assetadd to basket
69Utmost Wealth London & Capital Multi Strategy II17.103Mixed Assetadd to basket
70Utmost Wealth M&G Corporate Bond12.513Fixed Interestadd to basket
71Utmost Wealth M&G Global Emerging Markets42.983Equityadd to basket
72Utmost Wealth M&G Optimal Income11.781Fixed Interestadd to basket
73Utmost Wealth M&G Property Portfolio4.21NSPropertyadd to basket
74Utmost Wealth M&G Strategic Corporate Bond12.812Fixed Interestadd to basket
75Utmost Wealth Man GLG Balanced Managed23.851Mixed Assetadd to basket
76Utmost Wealth Man GLG Japan Core Alpha43.444Equityadd to basket
77Utmost Wealth Man GLG Stockmarket Managed31.542Mixed Assetadd to basket
78Utmost Wealth Newton Balanced Managed23.552Mixed Assetadd to basket
79Utmost Wealth Newton Global Income42.993Equityadd to basket
80Utmost Wealth Newton International Bond-4Fixed Interestadd to basket
81Utmost Wealth Newton Managed31.363Mixed Assetadd to basket
82Utmost Wealth Newton UK Equity27.362Equityadd to basket
83Utmost Wealth Newton UK Income25.492Equityadd to basket
84Utmost Wealth North American Equity Select Portfolio56.543Equityadd to basket
85Utmost Wealth North American Equity Tracker59.55PTEquityadd to basket
86Utmost Wealth Old Mutual Global Strategic Bond5.862Fixed Interestadd to basket
87Utmost Wealth Old Mutual UK Smaller Companies47.493Equityadd to basket
88Utmost Wealth Overseas Corporate Bond Tracker-PTFixed Interestadd to basket
89Utmost Wealth Overseas Government Bond Tracker-PTFixed Interestadd to basket
90Utmost Wealth Pacific Ex-Japan Equity Tracker47.96PTEquityadd to basket
91Utmost Wealth Property5.01NSPropertyadd to basket
92Utmost Wealth Property Select Portfolio6.303Propertyadd to basket
93Utmost Wealth Schroder Absolute Return Bond4.613Fixed Interestadd to basket
94Utmost Wealth Schroder Asian Alpha Plus60.125Equityadd to basket
95Utmost Wealth Schroder European Alpha Plus33.933Equityadd to basket
96Utmost Wealth Schroder European Opportunities30.691Equityadd to basket
97Utmost Wealth Schroder Global Property Securities35.211Propertyadd to basket
98Utmost Wealth Schroder Income35.685Equityadd to basket
99Utmost Wealth Schroder Tokyo33.144Equityadd to basket
100Utmost Wealth Schroder UK Alpha Plus27.751Equityadd to basket