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Premier Portfolio Management Service

Premier Portfolio Management Service

Premier Fund Managers Ltd does not charge you a fee for providing the Portfolio Management Service. However, charges do apply to the Premier funds which will be included in your portfolio. There is an annual management charge applied to the funds, which for investors investing directly with us is 1%.

Other expenses paid by the underlying Premier funds, such as transaction fees, research fees as well as fees for the auditor, registrar, regulator, custodian, depositary or trustee, plus the annual charges for the underlying funds held in the Premier multi-asset funds, are subject to change, will fluctuate and will vary depending on the funds held in the portfolio. Please refer to the investor guide for the current total costs per annum for each portfolio. If you invest through a platform, the relevant platform charges will also apply.

 

 

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 Miton Investors 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.

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