Contact Us

Premier Portfolio Management Service

Premier Portfolio Management Service

Our Portfolio Management Service offers a choice of actively managed investment solutions, comprising 8 growth portfolios and 3 income portfolios, designed to meet the different long-term investment needs of investors. The Premier Portfolio Management Service sits alongside our established range of funds. These funds form the investment building blocks of each of the portfolios and cover a variety of asset classes and markets, and are managed by our specialist investment managers and investment teams.

In brief:
  • A choice of eight growth portfolios with different risk & reward profiles
  • Three income portfolios
  • Diversified portfolios invested in equity, fixed income, multi-asset and absolute return funds
  • Active management of the asset allocation and of the underlying Premier funds
  • Oversight by an experienced Investment Committee, led by Chief Investment Officer, Neil Birrell
This service might be suitable for investors who:
  • are looking to outsource the management of their investment portfolio to a team of investment professionals
  • are looking for a diversified portfolio which can provide exposure to different assets, investment types, regions, sectors and fund managers
  • are comfortable with investing for the long-term
  • understand that there are no guarantees as to how their investment will perform
  • have a minimum of £150,000 to invest and use the services of a financial adviser
This service will not be suitable for investors who:
  • are looking for short-term gains
  • are unable to accept the possibility of loss to some of their investment
  • are seeking a guaranteed level of income or investment growth
  • do not use the services of a financial adviser
 

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.

DELIVERING STRONG CUSTOMER OUTCOMES THROUGH CLEAR, STRAIGHTFORWARD PRODUCTS