Funds

Premier Liberation No. VII Fund

The aim of the Fund is to grow the value of the original investment over the long term.

The Premier Liberation No. VII Fund is one of four multi-asset funds within the Premier Liberation multi-asset volatility-targeted range. Of the four funds, this Fund has the highest risk profile and is aimed at investors whose preferred investments are likely to include mainly higher risk investments, such as shares with a few lower and medium risk investments such as bonds and property.

The Fund is managed to a risk and reward profile using volatility bands that are provided each quarter by an independent risk profiling company. The aim is to help make it easier for investors and their advisers to identify funds that have the potential to deliver the right outcomes based on an individual’s risk / reward profile.

As a multi-asset investment, this Fund invests across a carefully blended selection of different assets, funds, sectors and regions.

In brief
  • Aims to grow the value of the original investment over the long term.
  • Diversified portfolio which invests in a broad range of global assets and funds to spread risk.
  • Actively managed.
  • Managed by Premier’s highly experienced multi-asset investment team.
This Fund might be suitable for investors:
  • whose attitude to accepting risk is ‘highest-medium’ as assessed by their financial adviser.
  • whose priority is likely to be making higher returns on their investment but are still probably concerned about losing money due to rises and falls.
  • whose preferred investments are likely to include mainly higher risk investments, such as shares with some lower and medium risk investments such as (cash) bonds and property.
  • investing for the long term, so at least 5 years or more.
  • who are not put off by short term ups and downs on their investment.
  • who understand that there are no guarantees on the return of their original capital when they come to sell their investment.
This Fund might not be suitable for investors:
  • who are unable to accept the possibility of loss on their investment.
  • looking for short term gains.
  • looking for income.

The suitability descriptions above are for guidance only. We would always strongly recommend that investors consult with a financial adviser who can help assess risk profiles and the suitability of a fund. We are unable to provide individual investment advice or advise on the suitability of this Fund for individual investors.

Before making an investment commitment, investors should:

Like to know more?

If you are interested in this Fund or would like any further information, please consult with your financial adviser in the first instance to ensure the fund is appropriate for you. If you require more information please email us.

Premier multi-asset investment team

The seven-strong Premier multi-asset investment team includes five experienced investment managers, with an average of 22 years of investment industry experience and average of 16 years at Premier Asset Management.

Awards and ratings

The Premier Liberation funds have specific investment objectives, such as long-term income or capital growth, and are also currently managed to be aligned to risk profiles provided by Distribution Technology. Distribution Technology Limited is an independent company which offers risk profiling services for funds and portfolios to a wide range of financial advisers and wealth managers. Distribution Technology is not authorised to provide financial advice. Premier Asset Management does not have any influence or control over the Distribution Technology risk profiles or the methodology used to create them. We are therefore unable to give any assurances as to their accuracy or that they will not change in the future, or that Premier Asset Management will continue to manage these funds to be aligned with the Distribution Technology risk profiles in the future.

Premier Asset Management cannot accept any liability which may arise as a result of any reliance on the Distribution Technology risk profiles. The risk profiles do not indicate a promise, forecast or illustration of future risk profiles or performance returns.


The Defaqto 2018 Diamond Rating is based on the class C shares for the Fund. Defaqto is an independent researcher of financial products and is not authorised to provide financial advice. Premier Asset Management does not have any influence or control over the Defaqto Diamond Ratings or the methodology used to create them. We are therefore unable to guarantee their accuracy or that these will not change in the future, or that Premier Asset Management will continue to use Defaqto ratings in the future.

 

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.

THE PREMIER MULTI-ASSET RANGE: INCOME, GROWTH, CONSERVATIVE GROWTH AND BALANCED SOLUTIONS.