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Premier Defensive Growth

Elite Rated by FundCalibre

This fund seeks to deliver a consistent positive return in all market conditions by investing in a portfolio of assets that offer a predictable return over a defined period of time. The strategy has been thoroughly tested in a wide range of scenarios and has continued to deliver.This fund does not have a performance fee.

Company Description

Premier Asset Management is an investment company based in Guildford. Awarded the Elite Provider for Equities rating in 2017, it has grown rapidly over the past decade through the acquisition of funds and managers from other companies and now runs a wide variety of products. Using active management, its fund managers are given the freedom to implement their own philosophy on funds.

Factsheet_premier_flag_logo_with_asset_management_-_use_this_one

Fund Manager

The fund has been managed since launch by Paul Smith, using a strategy that he has consistently applied over the past decade at Premier. In addition to this fund, Paul manages bond and cash portfolios that also have an emphasis on capital preservation.

Factsheet_paul_smith

For every investment and for the fund as a whole we are looking to find the low risk investment option.

Paul Smith - Fund Manager

The Investment Process

Paul seeks assets that share two common characteristics: a predictable return and a defined term. This approach helps insulate the portfolio from changes in market conditions and enables Paul to estimate the future returns. The fund has exposure to a wide variety of assets, providing useful diversification.

Risk

This fund aims to deliver positive absolute returns with significantly lower volatility than the global stock market – and indeed, the fund has been one of the least volatile in the sector since it launched. It has a large number of holdings and invests in many different assets, so its diversification helps to reduce the impact of any one asset underperforming.

Our Opinion

Paul’s strategy and temperament are well suited to delivering low-risk positive returns, evidenced by his excellent track record. Cautious investors may like the defensive nature of this fund and the fact that it is not expected to participate in very large market falls (or large market rises).

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©2014 FundCalibre Limited. All Rights Reserved. The information, data, analyses, and opinions contained herein (1) include the proprietary information of FundCalibre, (2) may not be copied or redistributed without prior permission, (3) do not constitute investment advice offered by FundCalibre, (4) are provided solely for informational purposes and therefore are not an offer to buy or sell a fund, and (5) are not warranted to be correct, complete, or accurate. FundCalibre shall not be responsible for any trading decisions, damages, or other losses resulting from, or related to, this information, data, analyses, or opinions or their use. The Elite Fund rating is subjective in nature and reflects FundCalibre’s current expectations of future events/behaviour as they relate to a particular fund. Because such events/behaviour may turn out to be different than expected, FundCalibre does not ,guarantee that a fund will perform in line with its FundCalibre benchmark. Likewise, the Elite Fund rating should not be seen as any sort of guarantee or assessment of the creditworthiness of a fund or of its underlying securities and should not be used as the sole basis for making any investment decision. FundCalibre disclaims any responsibility for trading decisions, damages or other losses resulting from any use of the Elite Fund rating.