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Premier Multi Asset Growth & Income

Elite Rated by FundCalibre

This fund is designed to grow investors’ capital over the long term, while paying a modest and rising income. It aims to provide equity-like returns with less volatility through a multi-asset, multi-manager portfolio.

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.

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Fund Manager

The Premier team are led by investment director, David Hambidge, who has more than 25 years of multi-manager and multi-asset investment experience. He has been the manager of Premier’s multi-asset style funds, which now top £1bn, since 1995.

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This fund is a box ticker’s paradise, with its potential for strong long-term capital growth plus some income and typically less volatility than investing in equities alone.

David Hambidge - Fund Manager

The Investment Process

The focus is on delivering the right investment outcome for the fund by controlling the risk/return profile, which the team do by taking a true multi-asset approach. They use a broad range of assets, investments, managers and funds.

Risk

Every asset can be risky in isolation and the team believe the best way of controlling risk is to diversify. The fund will aim to provide equity-like returns with less volatility through a multi-asset, multi-manager, multi-structure in a diversified and actively managed portfolio.

Our Opinion

Premier’s range of multi-asset funds are managed in a very similar way. This particular fund has a higher focus on growth than the Elite Rated Premier Multi-Asset Monthly Income fund and can hold more equities. It may appeal to those looking more to increase their capital, with a modest income element.

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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.