May 2018

Premier Liberation fund range - multi-asset volatility-targeted solutions

FinaMetrica Pty Limited - Wednesday, 16 May 2018

 

The Premier Liberation funds are now risk-mapped by FinaMetrica. The range consists of four actively managed, diversified multi-manager funds, managed by Premier’s award-winning multi-asset investment team.  Each fund has an objective to generate long-term capital growth, income or a combination of the two but is also managed to be aligned with a specific volatility level.

In this range of funds, Premier Liberation No. IV Fund is expected to have the lowest volatility and also the lowest expected returns over the long term, whilst Premier Liberation No. VII Fund is expected to have the highest volatility and potential for higher returns over the long term than the other three funds in the range.

The Liberation funds typically invest in funds and other investments managed by carefully selected, specialist fund managers. This includes funds providing exposure to equities, bonds, commercial property and alternative assets, to create a diversified investment portfolio to spread risk and help the investment team manage the volatility.

Premier’s multi-asset investment team continually research new investment ideas, monitor existing investments and each portfolio and actively manage the holdings in each fund with the aim of keeping the portfolios on track to meet their long-term investment objectives.

Fund	Objective
Premier Liberation No. IV Fund	Intended to be lowest to medium risk Aims to provide long-term growth combined with quarterly income
Premier Liberation No. V Fund	Intended to be low to medium risk Aims to provide income and long-term growth
Premier Liberation No. VI Fund	Intended to be at the high end of medium risk Aims to grow the original investment by more than the average cash deposit over the medium to long term
Premier Liberation No. VII Fund	Intended to be at the highest end of medium risk Aims to produce long-term capital growth

 

More information

If you would like more information about the funds, please visit www.premierfunds.co.uk/liberationfunds, call us on 0333 456 9033 or email info@premierfunds.co.uk.

This article is for information purposes and is only to be issued to financial intermediaries. It is not for use with customers. Past performance is not a reliable indicator of future returns.

Issued by Premier Asset Management, which is the marketing name used to describe the group of companies, including Premier Portfolio Managers Limited, that are authorised and regulated by the Financial Conduct Authority. For your protection, calls are recorded and may be monitored for training and quality assurance purposes.