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 Collection17.653Mixed Assetadd to basket
2Utmost Wealth 60/40 Cautious Managed Collection14.933Mixed Assetadd to basket
3Utmost Wealth 70/30 Defensive Managed Collection12.253Mixed Assetadd to basket
4Utmost Wealth 80/20 Defensive Managed Collection9.552Mixed Assetadd to basket
5Utmost Wealth Aberdeen Asia Pacific Equity31.323Equityadd to basket
6Utmost Wealth Aberdeen Emerging Markets Equity19.452Equityadd to basket
7Utmost Wealth Adventurous Select Portfolio26.003Mixed Assetadd to basket
8Utmost Wealth Artemis Income21.443Equityadd to basket
9Utmost Wealth Artemis UK Special Situations5.171Equityadd to basket
10Utmost Wealth Asian Equity Select Portfolio33.154Equityadd to basket
11Utmost Wealth Axa Framlington American Growth64.494Equityadd to basket
12Utmost Wealth AXA Framlington UK Select Opportunities16.313Equityadd to basket
13Utmost Wealth Baillie Gifford Balanced Managed35.305Mixed Assetadd to basket
14Utmost Wealth Baillie Gifford International57.215Equityadd to basket
15Utmost Wealth Baillie Gifford Stockmarket Managed47.024Equityadd to basket
16Utmost Wealth Balanced Manager of Managers22.674Mixed Assetadd to basket
17Utmost Wealth Balanced Passive22.614Mixed Assetadd to basket
18Utmost Wealth Balanced Plus Select Portfolio18.223Mixed Assetadd to basket
19Utmost Wealth Balanced Select Portfolio14.123Mixed Assetadd to basket
20Utmost Wealth BlackRock Balanced Managed26.664Mixed Assetadd to basket
21Utmost Wealth BlackRock European Dynamic38.543Equityadd to basket
22Utmost Wealth BlackRock Gold & General5.812Commodity/Energyadd to basket
23Utmost Wealth BlackRock UK31.234Equityadd to basket
24Utmost Wealth BlackRock UK Absolute Alpha4.453Equityadd to basket
25Utmost Wealth BlackRock UK Special Situations35.025Equityadd to basket
26Utmost Wealth Continental European Tracker33.31PTEquityadd to basket
27Utmost Wealth Emerging Markets Equity Tracker26.09PTEquityadd to basket
28Utmost Wealth Euro Cash-12.314Money Marketadd to basket
29Utmost Wealth European Equity Select Portfolio24.943Equityadd to basket
30Utmost Wealth External Balanced Collection24.513Mixed Assetadd to basket
31Utmost Wealth External Stockmarket Collection31.563Equityadd to basket
32Utmost Wealth Fidelity Asia38.244Equityadd to basket
33Utmost Wealth Fidelity European39.944Equityadd to basket
34Utmost Wealth Fidelity Moneybuilder Income8.272Fixed Interestadd to basket
35Utmost Wealth Global Emerging Markets Equity Select Portfolio24.453Equityadd to basket
36Utmost Wealth Growth Plus Select Portfolio23.253Mixed Assetadd to basket
37Utmost Wealth Growth Select Portfolio20.603Mixed Assetadd to basket
38Utmost Wealth International Bond Select Portfolio6.422Fixed Interestadd to basket
39Utmost Wealth Invesco Perpetual Asia35.915Equityadd to basket
40Utmost Wealth Invesco Perpetual Balanced Managed15.522Mixed Assetadd to basket
41Utmost Wealth Invesco Perpetual Corporate Bond8.304Fixed Interestadd to basket
42Utmost Wealth Invesco Perpetual Income-4.441Equityadd to basket
43Utmost Wealth Invesco Perpetual Stockmarket Managed26.772Mixed Assetadd to basket
44Utmost Wealth Investec Asia Ex Japan44.224Equityadd to basket
45Utmost Wealth Investec Cautious Managed5.101Mixed Assetadd to basket
46Utmost Wealth Janus Henderson Cautious Managed6.921Mixed Assetadd to basket
47Utmost Wealth Janus Henderson Emerging Markets Opportunities12.191Equityadd to basket
48Utmost Wealth Janus Henderson European Selected Opportunites24.242Equityadd to basket
49Utmost Wealth Janus Henderson Strategic Bond12.604Fixed Interestadd to basket
50Utmost Wealth Japan Equity Tracker28.17PTEquityadd to basket
51Utmost Wealth Japanese Equity Select Portfolio25.583Equityadd to basket
52Utmost Wealth JPM Global (ex-UK) Bond5.832Fixed Interestadd to basket
53Utmost Wealth JPMorgan Emerging Markets41.345Equityadd to basket
54Utmost Wealth JPMorgan Natural Resources34.162Commodity/Energyadd to basket
55Utmost Wealth JPMorgan US58.033Equityadd to basket
56Utmost Wealth Jupiter European Special Situations21.141Equityadd to basket
57Utmost Wealth Jupiter Japan Income37.724Equityadd to basket
58Utmost Wealth Kames Ethical Corporate Bond8.352Fixed Interestadd to basket
59Utmost Wealth Kames High Yield Bond16.673Fixed Interestadd to basket
60Utmost Wealth Kames Investment Grade Bond9.043Fixed Interestadd to basket
61Utmost Wealth Kames Sterling Corporate Bond8.903Fixed Interestadd to basket
62Utmost Wealth Kames UK Smaller Companies26.352Equityadd to basket
63Utmost Wealth Lazard Emerging Markets16.872Equityadd to basket
64Utmost Wealth Lazard European Alpha23.382Equityadd to basket
65Utmost Wealth Lazard Managed Equity33.832Equityadd to basket
66Utmost Wealth Lazard UK Alpha14.582Equityadd to basket
67Utmost Wealth Legal & General UK Property15.05NSPropertyadd to basket
68Utmost Wealth London & Capital Multi Strategy4.713Mixed Assetadd to basket
69Utmost Wealth London & Capital Multi Strategy II3.502Mixed Assetadd to basket
70Utmost Wealth M&G Corporate Bond10.103Fixed Interestadd to basket
71Utmost Wealth M&G Global Emerging Markets27.713Equityadd to basket
72Utmost Wealth M&G Optimal Income8.664Fixed Interestadd to basket
73Utmost Wealth M&G Property Portfolio14.19NSPropertyadd to basket
74Utmost Wealth M&G Strategic Corporate Bond9.603Fixed Interestadd to basket
75Utmost Wealth Man GLG Balanced Managed19.373Mixed Assetadd to basket
76Utmost Wealth Man GLG Japan Core Alpha24.244Equityadd to basket
77Utmost Wealth Man GLG Stockmarket Managed25.513Mixed Assetadd to basket
78Utmost Wealth Newton Balanced Managed19.642Mixed Assetadd to basket
79Utmost Wealth Newton Global Income36.152Equityadd to basket
80Utmost Wealth Newton International Bond9.423Fixed Interestadd to basket
81Utmost Wealth Newton Managed24.012Mixed Assetadd to basket
82Utmost Wealth Newton UK Equity15.093Equityadd to basket
83Utmost Wealth Newton UK Income14.021Equityadd to basket
84Utmost Wealth North American Equity Select Portfolio49.523Equityadd to basket
85Utmost Wealth North American Equity Tracker52.67PTEquityadd to basket
86Utmost Wealth Old Mutual Global Strategic Bond7.132Fixed Interestadd to basket
87Utmost Wealth Old Mutual UK Smaller Companies26.953Equityadd to basket
88Utmost Wealth Overseas Corporate Bond Tracker12.95PTFixed Interestadd to basket
89Utmost Wealth Overseas Government Bond Tracker6.36PTFixed Interestadd to basket
90Utmost Wealth Pacific Ex-Japan Equity Tracker31.83PTEquityadd to basket
91Utmost Wealth Property19.74NSPropertyadd to basket
92Utmost Wealth Property Select Portfolio15.392Propertyadd to basket
93Utmost Wealth Schroder Absolute Return Bond3.444Fixed Interestadd to basket
94Utmost Wealth Schroder Asian Alpha Plus34.664Equityadd to basket
95Utmost Wealth Schroder European Alpha Plus20.672Equityadd to basket
96Utmost Wealth Schroder European Opportunities22.841Equityadd to basket
97Utmost Wealth Schroder Global Property Securities32.023Propertyadd to basket
98Utmost Wealth Schroder Income22.964Equityadd to basket
99Utmost Wealth Schroder Tokyo24.953Equityadd to basket
100Utmost Wealth Schroder UK Alpha Plus15.372Equityadd to basket