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: 44 (0)1624 643 333
Fax: 1624 643 444
www.utmostwealth.com
[email protected]
left Offshore Insurance
137 Funds Managed
RankFund 3yr(%) FE Crown rating Primary asset class 
1Utmost 1997 Deferred Distribution13.723Mixed Assetadd to basket
2Utmost Architas Diversified Real Assets-USMixed Assetadd to basket
3Utmost Architas MA Active Dynamic22.744Mixed Assetadd to basket
4Utmost Architas MA Active Growth22.073Mixed Assetadd to basket
5Utmost Architas MA Active Intermediate Income12.284Mixed Assetadd to basket
6Utmost Architas MA Active Moderate Income8.091Mixed Assetadd to basket
7Utmost Architas MA Active Progressive18.894Mixed Assetadd to basket
8Utmost Architas MA Active Reserve6.551Mixed Assetadd to basket
9Utmost Architas MA Blended Growth21.173Equityadd to basket
10Utmost Architas MA Blended Intermediate15.702Mixed Assetadd to basket
11Utmost Architas MA Blended Moderate12.734Mixed Assetadd to basket
12Utmost Architas MA Blended Progressive19.134Mixed Assetadd to basket
13Utmost Architas MA Blended Reserve9.591Mixed Assetadd to basket
14Utmost Architas MA Passive Dynamic23.604Mixed Assetadd to basket
15Utmost Architas MA Passive Growth24.835Mixed Assetadd to basket
16Utmost Architas MA Passive Intermediate18.333Mixed Assetadd to basket
17Utmost Architas MA Passive Moderate15.693Mixed Assetadd to basket
18Utmost Architas MA Passive Progressive22.155Mixed Assetadd to basket
19Utmost Architas MA Passive Prudent10.983Mixed Assetadd to basket
20Utmost Architas MA Passive Reserve13.453Mixed Assetadd to basket
21Utmost Architas MM Diversified Protector 704.76USMixed Assetadd to basket
22Utmost Architas MM Diversified Protector 802.34USMixed Assetadd to basket
23Utmost Architas MM Diversified Protector 850.53USMixed Assetadd to basket
24Utmost Architas MM Monthly High Income9.273Mixed Assetadd to basket
25Utmost Architas MM Strategic Bond8.062Fixed Interestadd to basket
26Utmost Architas MM UK Equity12.931Equityadd to basket
27Utmost Artemis Income19.203Equityadd to basket
28Utmost Artemis Strategic Bond13.785Fixed Interestadd to basket
29Utmost AXA Defensive Distribution8.603Mixed Assetadd to basket
30Utmost AXA Distribution9.112Mixed Assetadd to basket
31Utmost AXA Ethical Distribution12.074Mixed Assetadd to basket
32Utmost AXA Framlington American Growth37.572Equityadd to basket
33Utmost AXA Framlington Biotechnology-5.921Equityadd to basket
34Utmost AXA Framlington Blue Chip Equity Income10.472Equityadd to basket
35Utmost AXA Framlington Emerging Markets26.564Equityadd to basket
36Utmost AXA Framlington European20.133Equityadd to basket
37Utmost AXA Framlington Financial27.143Equityadd to basket
38Utmost AXA Framlington Global Opportunities29.282Equityadd to basket
39Utmost AXA Framlington Global Technology74.133Equityadd to basket
40Utmost AXA Framlington Health3.231Equityadd to basket
41Utmost AXA Framlington Japan57.675Equityadd to basket
42Utmost AXA Framlington Managed Balanced14.913Mixed Assetadd to basket
43Utmost AXA Framlington Managed Income17.025Mixed Assetadd to basket
44Utmost AXA Framlington UK Mid Cap28.023Equityadd to basket
45Utmost AXA Framlington UK Select Opportunities10.291Equityadd to basket
46Utmost AXA Framlington UK Smaller Companies55.484Equityadd to basket
47Utmost AXA Global Distribution20.474Mixed Assetadd to basket
48Utmost AXA Global High Income11.192Fixed Interestadd to basket
49Utmost AXA Pan European High Yield Bond15.935Fixed Interestadd to basket
50Utmost AXA Sterling Credit Short Duration Bond3.171Fixed Interestadd to basket
51Utmost AXA Sterling Index Linked Bond17.242Fixed Interestadd to basket
52Utmost AXA US Short Duration High Yield5.891Fixed Interestadd to basket
53Utmost Baillie Gifford Japanese48.645Equityadd to basket
54Utmost Baillie Gifford Managed26.035Mixed Assetadd to basket
55Utmost Blackrock Asian Special Situations-5Equityadd to basket
56Utmost BlackRock Continental European28.005Equityadd to basket
57Utmost BlackRock Gold & General22.122Commodity/Energyadd to basket
58Utmost BNY Mellon Long Term Global Equity EUR7.482Equityadd to basket
59Utmost BNY Mellon Long Term Global Equity GBP30.252Equityadd to basket
60Utmost BNY Mellon Long Term Global Equity USD22.832Equityadd to basket
61Utmost Deferred Distribution17.12SHMixed Assetadd to basket
62Utmost Fidelity Emerging Markets28.704Equityadd to basket
63Utmost Fidelity Emerging Markets USD21.344Equityadd to basket
64Utmost Fidelity Enhanced Income-1Equityadd to basket
65Utmost Fidelity Global Dividend-2Equityadd to basket
66Utmost Fidelity Global Special Situations40.775Equityadd to basket
67Utmost Fidelity MoneyBuilder Income9.332Fixed Interestadd to basket
68Utmost First State Global Listed Infrastructure21.845Equityadd to basket
69Utmost Franklin UK Mid Cap30.143Equityadd to basket
70Utmost Franklin UK Smaller Companies44.692Equityadd to basket
71Utmost GAM Star China Equity9.641Equityadd to basket
72Utmost GAM Star China Equity USD3.471Equityadd to basket
73Utmost Invesco Perpetual Corporate Bond9.422Fixed Interestadd to basket
74Utmost Invesco Perpetual Distribution6.981Mixed Assetadd to basket
75Utmost Investec Emerging Markets Blended Debt20.574Fixed Interestadd to basket
76Utmost Investec UK Special Situations8.131Equityadd to basket
77Utmost Janus Henderson Cautious Managed6.981Mixed Assetadd to basket
78Utmost Janus Henderson European Select Opportunities20.293Equityadd to basket
79Utmost JPM (UK) US Equity Income32.642Equityadd to basket
80Utmost JPM Emerging Markets Income23.272Equityadd to basket
81Utmost JPM US Select34.762Equityadd to basket
82Utmost Jupiter Distribution7.224Mixed Assetadd to basket
83Utmost Jupiter Ecology26.441Equityadd to basket
84Utmost Jupiter Financial Opportunities29.462Equityadd to basket
85Utmost Jupiter Global Emerging Markets-4Equityadd to basket
86Utmost Jupiter JGF Global Ecology Growth GBP24.482Equityadd to basket
87Utmost Jupiter JGF Global Ecology Growth USD18.272Equityadd to basket
88Utmost Kames Investment Grade Bond-4Fixed Interestadd to basket
89Utmost Legal & General UK Property Feeder19.59NSPropertyadd to basket
90Utmost LF Woodford Equity Income-0.241Equityadd to basket
91Utmost M&G Corporate Bond10.403Fixed Interestadd to basket
92Utmost M&G Gilt & Fixed Interest Income7.463Fixed Interestadd to basket
93Utmost M&G Optimal Income11.812Fixed Interestadd to basket
94Utmost M&G UK Inflation Linked Corporate Bond3.741Fixed Interestadd to basket
95Utmost Man GLG Japan Core Alpha29.294Equityadd to basket
96Utmost Money Dollar0.513Money Marketadd to basket
97Utmost Money Euro-0.933Money Marketadd to basket
98Utmost Money Sterling0.363Money Marketadd to basket
99Utmost Money Swedish Krona-1.271Money Marketadd to basket
100Utmost Newton Global Income32.333Equityadd to basket