Trustnet Limited (“we”, “our”, “us” and derivatives) are committed to protecting and respecting your privacy. This Privacy Policy, together with our Terms of Use, sets out the basis on which any personal data that we collect from you, or that you provide to us, will be processed by us relating to your use of any of the below websites (“sites”).

For the purposes of the Data Protection Act 1998, the data controller is Trustnet Limited of 3rd Floor, Hollywood House, Church Street East, Woking, GU21 6HJ. Our nominated representative for the purpose of this Act is Kirsty Witter.

WHAT INFORMATION DO WE COLLECT ABOUT YOU?

We collect information about you when you register with us or use any of our websites / services. Part of the registration process may include entering personal details & details of your investments.

We may collect information about your computer, including where available your operating system, browser version, domain name and IP address and details of the website that you came from, in order to improve this site.

You confirm that all information you supply is accurate.

COOKIES

In order to provide personalised services to and analyse site traffic, we may use a cookie file which is stored on your browser or the hard drive of your computer. Some of the cookies we use are essential for the sites to operate and may be used to deliver you different content, depending on the type of investor you are.

You can block cookies by activating the setting on your browser which allows you to refuse the setting of all or some cookies. However, if you use your browser settings to block all cookies (including essential cookies) you may not be able to access all or part of our sites. Unless you have adjusted your browser setting so that it will refuse cookies, our system will issue cookies as soon as you visit our sites.

HOW WE USE INFORMATION

We store and use information you provide as follows:

We may also send you emails to provide information and keep you up to date with developments on our sites. It is our policy to have instructions on how to unsubscribe so that you will not receive any future e-mails. You can change your e-mail address at any time.

In order to provide support on the usage of our tools, our support team need access to all information provided in relation to the tool.

We will not disclose your name, email address or postal address or any data that could identify you to any third party without first receiving your permission.

However, you agree that we may disclose to any regulatory authority to which we are subject and to any investment exchange on which we may deal or to its related clearing house (or to investigators, inspectors or agents appointed by them), or to any person empowered to require such information by or under any legal enactment, any information they may request or require relating to you, or if relevant, any of your clients.

You agree that we may pass on information obtained under Money Laundering legislation as we consider necessary to comply with reporting requirements under such legislation.

ACCESS TO YOUR INFORMATION AND CORRECTION

We want to ensure that the personal information we hold about you is accurate and up to date. You may ask us to correct or remove information that is inaccurate.

You have the right under data protection legislation to access information held about you. If you wish to receive a copy of any personal information we hold, please write to us at 3rd Floor, Hollywood House, Church Street East, Woking, GU21 6HJ. Any access request may be subject to a fee of £10 to meet our costs in providing you with details of the information we hold about you.

WHERE WE STORE YOUR PERSONAL DATA

The data that we collect from you may be transferred to, and stored at, a destination outside the European Economic Area (“EEA”). It may be processed by staff operating outside the EEA who work for us or for one of our suppliers. Such staff may be engaged in, amongst other things, the provision of support services. By submitting your personal data, you agree to this transfer, storing and processing. We will take all steps reasonably necessary, including the use of encryption, to ensure that your data is treated securely and in accordance with this privacy policy.

Unfortunately, the transmission of information via the internet is not completely secure. Although we will do our best to protect your personal data, we cannot guarantee the security of your data transmitted to our sites; any transmission is at your own risk. You will not hold us responsible for any breach of security unless we have been negligent or in wilful default.

CHANGES TO OUR PRIVACY POLICY

Any changes we make to our privacy policy in the future will be posted on this page and, where appropriate, notified to you by e-mail.

OTHER WEBSITES

Our sites contain links to other websites. If you follow a link to any of these websites, please note that these websites have their own privacy policies and that we do not accept any responsibility or liability for these policies. Please check these policies before you submit any personal data to these websites.

CONTACT

If you want more information or have any questions or comments relating to our privacy policy please email [email protected] in the first instance.

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Group factsheet / Utmost

Utmost

Group details Fund types managed
ManagerGroupLogo Royalty House,Walpole Avenue,Douglas,Isle of Man,British Isles,IM1 2SL
Ph: 1624 643 345
Fax: 1624 643 444
www.utmostwealth.com
[email protected]
left Offshore Insurance
138 Funds Managed
RankFund 3yr(%) FE Crown rating Primary asset class 
1Utmost 1997 Deferred Distribution21.152Mixed Assetadd to basket
2Utmost Architas Diversified Real Assets-SHMixed Assetadd to basket
3Utmost Architas Liquidity0.013Money Marketadd to basket
4Utmost Architas MA Active Dynamic32.403Mixed Assetadd to basket
5Utmost Architas MA Active Growth30.423Mixed Assetadd to basket
6Utmost Architas MA Active Intermediate Income20.385Mixed Assetadd to basket
7Utmost Architas MA Active Moderate Income16.163Mixed Assetadd to basket
8Utmost Architas MA Active Progressive27.435Mixed Assetadd to basket
9Utmost Architas MA Active Reserve14.164Mixed Assetadd to basket
10Utmost Architas MA Blended Growth28.783Equityadd to basket
11Utmost Architas MA Blended Intermediate22.732Mixed Assetadd to basket
12Utmost Architas MA Blended Moderate19.894Mixed Assetadd to basket
13Utmost Architas MA Blended Progressive26.033Mixed Assetadd to basket
14Utmost Architas MA Blended Reserve16.042Mixed Assetadd to basket
15Utmost Architas MA Passive Dynamic31.41SSMixed Assetadd to basket
16Utmost Architas MA Passive Growth31.884Mixed Assetadd to basket
17Utmost Architas MA Passive Intermediate25.224Mixed Assetadd to basket
18Utmost Architas MA Passive Moderate23.635Mixed Assetadd to basket
19Utmost Architas MA Passive Progressive29.374Mixed Assetadd to basket
20Utmost Architas MA Passive Prudent18.844Mixed Assetadd to basket
21Utmost Architas MA Passive Reserve21.654Mixed Assetadd to basket
22Utmost Architas MM Diversified Protector 7011.18USMixed Assetadd to basket
23Utmost Architas MM Diversified Protector 805.78USMixed Assetadd to basket
24Utmost Architas MM Diversified Protector 852.48USMixed Assetadd to basket
25Utmost Architas MM Monthly High Income15.512Mixed Assetadd to basket
26Utmost Architas MM Strategic Bond11.001Fixed Interestadd to basket
27Utmost Architas MM UK Equity18.592Equityadd to basket
28Utmost Artemis Income20.164Equityadd to basket
29Utmost Artemis Strategic Bond17.052Fixed Interestadd to basket
30Utmost AXA Defensive Distribution13.903Mixed Assetadd to basket
31Utmost AXA Distribution13.251Mixed Assetadd to basket
32Utmost AXA Ethical Distribution21.674Mixed Assetadd to basket
33Utmost AXA Framlington American Growth48.831Equityadd to basket
34Utmost AXA Framlington Biotechnology37.862Equityadd to basket
35Utmost AXA Framlington Blue Chip Equity Income14.842Equityadd to basket
36Utmost AXA Framlington Emerging Markets38.444Equityadd to basket
37Utmost AXA Framlington European37.453Equityadd to basket
38Utmost AXA Framlington Financial43.803Equityadd to basket
39Utmost AXA Framlington Global Opportunities41.072Equityadd to basket
40Utmost AXA Framlington Global Technology84.843Equityadd to basket
41Utmost AXA Framlington Health38.953Equityadd to basket
42Utmost AXA Framlington Japan67.795Equityadd to basket
43Utmost AXA Framlington Managed Balanced22.683Mixed Assetadd to basket
44Utmost AXA Framlington Managed Income20.672Mixed Assetadd to basket
45Utmost AXA Framlington UK Mid Cap39.993Equityadd to basket
46Utmost AXA Framlington UK Select Opportunities14.101Equityadd to basket
47Utmost AXA Framlington UK Smaller Companies64.174Equityadd to basket
48Utmost AXA Global Distribution28.155Mixed Assetadd to basket
49Utmost AXA Global High Income11.771Fixed Interestadd to basket
50Utmost AXA Pan European High Yield Bond18.371Fixed Interestadd to basket
51Utmost AXA Sterling Credit Short Duration Bond4.832Fixed Interestadd to basket
52Utmost AXA Sterling Index Linked Bond32.893Fixed Interestadd to basket
53Utmost AXA US Short Duration High Yield8.251Fixed Interestadd to basket
54Utmost Baillie Gifford Japanese68.494Equityadd to basket
55Utmost Baillie Gifford Managed34.125Mixed Assetadd to basket
56Utmost Blackrock Asian Special Situations-5Equityadd to basket
57Utmost BlackRock Continental European45.944Equityadd to basket
58Utmost BlackRock Gold & General31.124Commodity/Energyadd to basket
59Utmost BNY Mellon Long Term Global Equity EUR24.813Equityadd to basket
60Utmost BNY Mellon Long Term Global Equity GBP39.323Equityadd to basket
61Utmost BNY Mellon Long Term Global Equity USD16.143Equityadd to basket
62Utmost CF Woodford Equity Income21.675Equityadd to basket
63Utmost Deferred Distribution24.79SHMixed Assetadd to basket
64Utmost Fidelity Emerging Markets44.205Equityadd to basket
65Utmost Fidelity Emerging Markets USD19.185Equityadd to basket
66Utmost Fidelity Enhanced Income-2Equityadd to basket
67Utmost Fidelity Global Dividend-4Equityadd to basket
68Utmost Fidelity Global Special Situations57.835Equityadd to basket
69Utmost Fidelity MoneyBuilder Income17.693Fixed Interestadd to basket
70Utmost First State Global Listed Infrastructure54.915Equityadd to basket
71Utmost Franklin UK Mid Cap32.912Equityadd to basket
72Utmost Franklin UK Smaller Companies40.342Equityadd to basket
73Utmost GAM Star China Equity45.271Equityadd to basket
74Utmost GAM Star China Equity USD22.251Equityadd to basket
75Utmost Henderson Cautious Managed9.641Mixed Assetadd to basket
76Utmost Henderson European Select Opportunities35.063Equityadd to basket
77Utmost Invesco Perpetual Corporate Bond12.812Fixed Interestadd to basket
78Utmost Invesco Perpetual Distribution13.411Mixed Assetadd to basket
79Utmost Investec Emerging Markets Blended Debt28.834Fixed Interestadd to basket
80Utmost Investec UK Special Situations12.761Equityadd to basket
81Utmost JPM (UK) US Equity Income47.051Equityadd to basket
82Utmost JPM Emerging Markets Income23.473Equityadd to basket
83Utmost JPM US Select49.822Equityadd to basket
84Utmost Jupiter Distribution18.324Mixed Assetadd to basket
85Utmost Jupiter Ecology36.641Equityadd to basket
86Utmost Jupiter Financial Opportunities40.672Equityadd to basket
87Utmost Jupiter Global Emerging Markets-5Equityadd to basket
88Utmost Jupiter JGF Global Ecology Growth GBP34.331Equityadd to basket
89Utmost Jupiter JGF Global Ecology Growth USD11.401Equityadd to basket
90Utmost Kames Investment Grade Bond-3Fixed Interestadd to basket
91Utmost Legal & General UK Property Feeder23.12NSPropertyadd to basket
92Utmost M&G Corporate Bond16.984Fixed Interestadd to basket
93Utmost M&G Gilt & Fixed Interest Income17.332Fixed Interestadd to basket
94Utmost M&G Optimal Income12.051Fixed Interestadd to basket
95Utmost M&G UK Inflation Linked Corporate Bond2.321Fixed Interestadd to basket
96Utmost Man GLG Japan Core Alpha51.933Equityadd to basket
97Utmost Money Dollar0.224Money Marketadd to basket
98Utmost Money Euro-0.463Money Marketadd to basket
99Utmost Money Sterling0.564Money Marketadd to basket
100Utmost Money Swedish Krona-0.871Money Marketadd to basket