Premier Diversified Fund

Multi Asset Return Focused 4


Aim:

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

The Premier Diversified Fund invests across a broad range of different assets designed to produce the potential for attractive long term growth which will include fixed income (bonds), equities (company shares), property investments and alternative investments (non-traditional types of investment which are not typically expected to move in the same way as equities and bonds). The fund management team will select a range of individual equities and other investments to achieve the objective.

The full investment objective and policy, which outline all the eligible investments, are available in the fund’s prospectus.

With effect from 1st April 2017 the ‘C’ share class became the ‘D’ share class and from the same date, the annual management charge reduced from 0.75% to 0.5%.  


In brief:

  • Aims to produce attractive growth over the long term.
  • Targets outperformance of cash to offer an attractive, risk-adjusted return relative to equities over rolling three year periods.
  • A global portfolio.
  • A diversified, mixed-asset portfolio
  • Managed by Neil Birrell
  • Utilises specialist expertise of Premier’s fixed income, absolute return, UK equity, global equity and property investment teams

What's new:

Premier Diversified Fund and Diversified Income Fund - Fund Highlights    
   

This Fund might be suitable for investors:

  • who are looking to invest for the long-term, so at least 5 years
  • whose main requirement is to receive long term growth.
  • who appreciate the potential for superior returns of investing in different assets, including UK and overseas equities, but also understand the higher risk attached to these investments.
  • looking for a diversified mixed-asset portfolio that invests in a mix of global assets
  • who understand that there are no guarantees on the return of their original capital when they come to sell their investment
  • who have consulted with an authorised financial adviser

This Fund might not be suitable for investors:

  • who are unable to accept the possibility of loss on their investment.
  • who are looking for short term gains.
  • whose main requirement is 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:

Please remember that past performance is not a guide to future returns and the price of shares and the income from them may go down as well as up and there is the possibility of loss on the amount invested.  Reference to any particular fund does not constitute a recommendation or advice.

 

Like to know more?

If you are interested in this Fund or would like any further information, please contact us.

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Fund manager

Risk warning

Please remember that past performance is not a guide to future returns and the price of shares and the income from them may go down as well as up and you could get back less than you invested. Reference to any particular fund does not constitute a recommendation to buy or sell the fund. If you do not have professional experience in matters relating to investments, please speak with a financial adviser before making an investment decision.

A free, English language copy of the full prospectus for each Fund, the Key Investor Information Document and Supplementary Information Document, which include the important information you need to consider before making an investment decision, are available on this website or copies can be sent to you on request. See ‘Contact Us’ for more details.