Tools & resources

Our commitment to helping you

Premier is committed to helping advisers develop their businesses and enhance the business relationships they have with their clients. Within this area of the website, we have provided tools and resources that aim to help and support advisers. We welcome your feedback and if you have any suggestions about how we can help provide better tools and resources, please get in touch.

Quarterly investment factsheets

We aim to provide straight talking, clear and open communication. One of our most popular sets of reports is our adviser and client quarterly investment reports, which include:

  • Recent and long term investment performance, including income.
  • Details of what's been working and what hasn't been working.
  • Complete portfolio breakdown.

View our latest quarterly factsheets>

Independent research and ratings

We know many advisers use fund and risk research by specialist companies. Many of our funds are researched, graded or risk-profiled by these firms, along with other performance rating agencies. These include Citywire, Defaqto, Scopic, Rayner Spencer Mills, Distribution Technology - Dynamic Planner, Morningstar, Financial Express and Square Mile.

View recent research reports>

Fund charting tool

See how our funds compare against different sectors, benchmarks and each other.

View charting tool>


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.