About us

Overview

  • Our UK equity, global equity, multi-asset, absolute return and fixed income funds are designed to meet different long term investment objectives, including income, growth and absolute returns
  • Our Premier Portfolio Management Service includes a range of eight diversified growth portfolios and three diversified income portfolios, designed to meet the different objectives and risk profiles of investors
  • Our two investment trusts are focused on long term income and growth
  • We have a team of experienced and proven fund managers
  • We had £5.8 billion under management as at 30 June 2017

Our investment philosophy

Our investment approach is designed to deliver good long term outcomes for our clients by giving our experienced and talented investment managers the freedom to perform within an appropriate risk and compliance framework.

Our fund managers are picked because of their experience and expertise in their specific investment area. We do not have a prescribed house investment view or style and instead allow our fund managers and investment teams to follow their own proven investment approach, within an appropriate risk and governance framework, whilst sharing investment ideas and research.

This investment culture allows us to attract and retain high quality investment managers and to build specialist teams to manage our different types of investment funds.

Our fund management team

Our investment funds are managed by our specialist investment teams. These include our multi-asset, UK equity, absolute return, global equity, global infrastructure, property securities and fixed income teams.

Find out more about our fund managers, including the funds that they manage

Meeting investors' expectations

We are always seeking to act in the interests of investors when operating or managing funds, which includes striving to ensure the fair treatment of our customers and managing investors’ expectations, including managing investments with performance and associated service of an acceptable standard as our clients have been led to expect.

We aim to manage investments that are designed to meet specific long term investment objectives, provide clear information on our investments, and aim to ensure our clients do not face unreasonable post-sale barriers to change product, switch provider, cash-in an investment or make a complaint.

Premier does not offer financial advice and we strongly recommend investors seek professional advice about the suitability of any investment that takes into account their personal circumstances.

Responsible investment

Premier is committed to taking a responsible approach to investing which includes complying with the principles for business of our regulator, the Financial Conduct Authority. Please view the documents below to find out more about our policies covering different aspects of our approach to responsible investing.

Stewardship policy

Outlines our commitment to the principles of the Financial Reporting Council (“FRC”)’s UK Stewardship Code

Security of your investment

A summary of the main protections available to you as an investor with Premier Portfolio Managers Ltd or Premier Fund Managers Ltd

Conflicts of interest policy

Controls and procedures to manage potential conflicts of interest between Premier and our clients to ensure our clients are treated fairly

Principles

These principles are designed to explain how Premier Asset Management aims to behave in its role as fund manager,

Treating customers fairly policy

Outlines our policy for treating customers fairly

Level one disclosure policy

Outlines the policies and procedures relating to our relationship with "brokers" who we use to execute investment transactions in our funds

Modern Slavery Act

Our statement to comply with the Modern Slavery Act 2015

Order allocation policy

Outlines our policy for the fair treatment of clients when our fund managers make investment transactions in our funds

Order execution policy

Outlines our policy for aiming to achieve the best possible result for clients when our fund managers make investment transactions in our funds

Pillar 3 summary disclosures

Outlines our capital resources and requirements, as well as our approach to the risk management of our business to meet the requirements of the European Commission's Capital Requirements Directive

Remuneration policy

Outlines our staff remuneration policy

FCA code on remuneration

Outlines our Code on Remuneration as required by the Capital Requirements Directive and the Financial Services Act 2000

 

Risk and other important information

When you invest, your money is at risk because the value of investments, and any income from them, can go down as well as up and you could get back less than you invested. The past performance of an investment is not a guide to how it will perform in the future. Because there are many different types of investment risk and investors have different attitudes to risk, we are not able to categorise our investments as having a specific level of risk. We would therefore strongly recommend that if you do not have professional experience in matters relating to investments, you should speak with a financial adviser before making an investment decision.

Premier Asset Management is not authorised to provide investment advice or tax advice. Before making an investment decision, it is also important that you read the key documentation for that investment which is available in the literature section of the website, by contacting a financial adviser or by getting in touch with us directly. See ‘Contact us’ for more information or if you are unsure. You can find more details about the specific risks and literature that are relevant to each type of investment on the individual fund, portfolio or investment trust website pages.

We've been managing multi-asset style funds since 1995