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
137 Funds Managed
RankFund 3yr(%) FE Crown rating Primary asset class 
1Utmost 1997 Deferred Distribution15.083Mixed Assetadd to basket
2Utmost Architas Diversified Real Assets-USMixed Assetadd to basket
3Utmost Architas MA Active Dynamic29.503Mixed Assetadd to basket
4Utmost Architas MA Active Growth27.413Mixed Assetadd to basket
5Utmost Architas MA Active Intermediate Income14.404Mixed Assetadd to basket
6Utmost Architas MA Active Moderate Income9.311Mixed Assetadd to basket
7Utmost Architas MA Active Progressive22.684Mixed Assetadd to basket
8Utmost Architas MA Active Reserve8.151Mixed Assetadd to basket
9Utmost Architas MA Blended Growth24.953Equityadd to basket
10Utmost Architas MA Blended Intermediate18.142Mixed Assetadd to basket
11Utmost Architas MA Blended Moderate14.764Mixed Assetadd to basket
12Utmost Architas MA Blended Progressive21.844Mixed Assetadd to basket
13Utmost Architas MA Blended Reserve10.521Mixed Assetadd to basket
14Utmost Architas MA Passive Dynamic31.384Mixed Assetadd to basket
15Utmost Architas MA Passive Growth30.275Mixed Assetadd to basket
16Utmost Architas MA Passive Intermediate20.823Mixed Assetadd to basket
17Utmost Architas MA Passive Moderate17.733Mixed Assetadd to basket
18Utmost Architas MA Passive Progressive25.845Mixed Assetadd to basket
19Utmost Architas MA Passive Prudent12.353Mixed Assetadd to basket
20Utmost Architas MA Passive Reserve14.813Mixed Assetadd to basket
21Utmost Architas MM Diversified Protector 708.41USMixed Assetadd to basket
22Utmost Architas MM Diversified Protector 804.74USMixed Assetadd to basket
23Utmost Architas MM Diversified Protector 851.93USMixed Assetadd to basket
24Utmost Architas MM Monthly High Income10.443Mixed Assetadd to basket
25Utmost Architas MM Strategic Bond9.092Fixed Interestadd to basket
26Utmost Architas MM UK Equity14.421Equityadd to basket
27Utmost Artemis Income16.123Equityadd to basket
28Utmost Artemis Strategic Bond15.325Fixed Interestadd to basket
29Utmost AXA Defensive Distribution10.133Mixed Assetadd to basket
30Utmost AXA Distribution9.762Mixed Assetadd to basket
31Utmost AXA Ethical Distribution15.304Mixed Assetadd to basket
32Utmost AXA Framlington American Growth39.852Equityadd to basket
33Utmost AXA Framlington Biotechnology7.191Equityadd to basket
34Utmost AXA Framlington Blue Chip Equity Income10.332Equityadd to basket
35Utmost AXA Framlington Emerging Markets38.304Equityadd to basket
36Utmost AXA Framlington European27.793Equityadd to basket
37Utmost AXA Framlington Financial40.773Equityadd to basket
38Utmost AXA Framlington Global Opportunities34.982Equityadd to basket
39Utmost AXA Framlington Global Technology79.343Equityadd to basket
40Utmost AXA Framlington Health13.841Equityadd to basket
41Utmost AXA Framlington Japan74.355Equityadd to basket
42Utmost AXA Framlington Managed Balanced17.593Mixed Assetadd to basket
43Utmost AXA Framlington Managed Income17.985Mixed Assetadd to basket
44Utmost AXA Framlington UK Mid Cap29.603Equityadd to basket
45Utmost AXA Framlington UK Select Opportunities12.871Equityadd to basket
46Utmost AXA Framlington UK Smaller Companies55.554Equityadd to basket
47Utmost AXA Global Distribution24.754Mixed Assetadd to basket
48Utmost AXA Global High Income12.232Fixed Interestadd to basket
49Utmost AXA Pan European High Yield Bond17.195Fixed Interestadd to basket
50Utmost AXA Sterling Credit Short Duration Bond3.171Fixed Interestadd to basket
51Utmost AXA Sterling Index Linked Bond22.852Fixed Interestadd to basket
52Utmost AXA US Short Duration High Yield6.351Fixed Interestadd to basket
53Utmost Baillie Gifford Japanese68.385Equityadd to basket
54Utmost Baillie Gifford Managed32.255Mixed Assetadd to basket
55Utmost Blackrock Asian Special Situations-5Equityadd to basket
56Utmost BlackRock Continental European39.425Equityadd to basket
57Utmost BlackRock Gold & General16.212Commodity/Energyadd to basket
58Utmost BNY Mellon Long Term Global Equity EUR13.252Equityadd to basket
59Utmost BNY Mellon Long Term Global Equity GBP36.442Equityadd to basket
60Utmost BNY Mellon Long Term Global Equity USD23.342Equityadd to basket
61Utmost CF Woodford Equity Income3.551Equityadd to basket
62Utmost Deferred Distribution18.52SHMixed Assetadd to basket
63Utmost Fidelity Emerging Markets42.534Equityadd to basket
64Utmost Fidelity Emerging Markets USD29.274Equityadd to basket
65Utmost Fidelity Enhanced Income-1Equityadd to basket
66Utmost Fidelity Global Dividend-2Equityadd to basket
67Utmost Fidelity Global Special Situations49.535Equityadd to basket
68Utmost Fidelity MoneyBuilder Income9.142Fixed Interestadd to basket
69Utmost First State Global Listed Infrastructure29.395Equityadd to basket
70Utmost Franklin UK Mid Cap31.083Equityadd to basket
71Utmost Franklin UK Smaller Companies43.552Equityadd to basket
72Utmost GAM Star China Equity48.341Equityadd to basket
73Utmost GAM Star China Equity USD33.201Equityadd to basket
74Utmost Henderson Cautious Managed5.701Mixed Assetadd to basket
75Utmost Henderson European Select Opportunities28.263Equityadd to basket
76Utmost Invesco Perpetual Corporate Bond10.082Fixed Interestadd to basket
77Utmost Invesco Perpetual Distribution8.491Mixed Assetadd to basket
78Utmost Investec Emerging Markets Blended Debt24.954Fixed Interestadd to basket
79Utmost Investec UK Special Situations8.091Equityadd to basket
80Utmost JPM (UK) US Equity Income37.122Equityadd to basket
81Utmost JPM Emerging Markets Income29.052Equityadd to basket
82Utmost JPM US Select40.872Equityadd to basket
83Utmost Jupiter Distribution9.664Mixed Assetadd to basket
84Utmost Jupiter Ecology30.751Equityadd to basket
85Utmost Jupiter Financial Opportunities39.862Equityadd to basket
86Utmost Jupiter Global Emerging Markets-4Equityadd to basket
87Utmost Jupiter JGF Global Ecology Growth GBP29.472Equityadd to basket
88Utmost Jupiter JGF Global Ecology Growth USD17.072Equityadd to basket
89Utmost Kames Investment Grade Bond-4Fixed Interestadd to basket
90Utmost Legal & General UK Property Feeder20.18NSPropertyadd to basket
91Utmost M&G Corporate Bond9.303Fixed Interestadd to basket
92Utmost M&G Gilt & Fixed Interest Income7.193Fixed Interestadd to basket
93Utmost M&G Optimal Income10.752Fixed Interestadd to basket
94Utmost M&G UK Inflation Linked Corporate Bond4.731Fixed Interestadd to basket
95Utmost Man GLG Japan Core Alpha52.064Equityadd to basket
96Utmost Money Dollar0.383Money Marketadd to basket
97Utmost Money Euro-0.843Money Marketadd to basket
98Utmost Money Sterling0.413Money Marketadd to basket
99Utmost Money Swedish Krona-1.161Money Marketadd to basket
100Utmost Newton Global Income38.083Equityadd to basket