Investment list

Select investments

Filter

Select investment managers you wish to view

Add
 

Search

Search Investments:
Available for re-registration:

Rebated/Non-Rebated:
 

Select

Select by clicking anywhere in the row for each investment.

 

Polar Capital
= Download Key Investor Information & Factsheet
Yield after charges:
Investment Name Crown Rating OBSR Rating GIA ISA SIPP BOND RE-REG Sector Type Unit/Share Type Initial charge after discount % TER% OCF% AMC% from 7% from 6% Pricing Novia Dealing Point Select
Polar Capital Atmn&ArtiInte I A Y Y Y Y Y North America SIB Acc 0.00 N/A 0.95 0.80 4.55 3.57 n/a 2:00PM Daily
  
  
Objective: The Fund's investment objective is to achieve long term capital appreciation
Polar Capital Biotechnology I GBP 5 Y Y Y Y Y North America SIB Inc 0.00 N/A 1.17 1.00 4.32 3.34 Single 2:00PM Daily
  
  
Objective: The Fund aims to preserve capital and achieve long-term capital appreciation by investing throughout the biotechnology ecosystem, across geographies and market capitalisations.
Polar Capital Em Mkts Inc I Acc 1 Y Y Y Y Y Global Emerging Markets SIB Acc 0.00 N/A 1.07 0.75 4.42 3.44 Single 2:00PM Daily
  
  
Objective: The Fund aims to generate an attractive and growing dividend income through a portfolio of emerging market equities, without sacrificing the growth characteristics of the asset class.
Polar Capital Em Mkts Inc I Inc 1 Y Y Y Y Y Global Emerging Markets SIB Inc 0.00 N/A 1.07 0.75 4.42 3.44 Single 2:00PM Daily
  
  
Objective: The Fund aims to generate an attractive and growing dividend income through a portfolio of emerging market equities, without sacrificing the growth characteristics of the asset class.
Polar Capital Eur(EXUK)Inc I A 2 Y Y Y Y Y Europe Ex UK SIB Acc 0.00 N/A 0.77 0.65 4.73 3.75 Single 2:00PM Daily
  
  
Objective: The Fund’s investment objective is to deliver strong, long-term risk-adjusted returns to achieve both income and capital growth by investing in companies that are incorporated, headquartered, or exercise a significant part of their economic activities (greater than 20%) in European markets/countries (excluding the United Kingdom).
Polar Capital Fincl Opports I Ac 2 Y Y Y Y Y North America SIB Acc 0.00 N/A 1.18 1.00 4.30 3.33 Single 2:00PM Daily
  
  
Objective: The Fund aims to provide long-term capital growth by investing primarily in the securities of financial sector companies globally. 
Polar Capital Fincl Opports I GBP 2 Y Y Y Y Y North America SIB Inc 0.00 N/A 1.18 1.00 4.30 3.33 Single 2:00PM Daily
  
  
Objective: The Fund aims to provide long-term capital growth by investing primarily in the securities of financial sector companies globally. 
Polar Capital Gbl Cnvb I Acc 4 Y Y Y Y Y International Fixed Interest SIB Acc 0.00 N/A 1.14 1.00 4.35 3.37 Single 2:00PM Daily
  
  
Objective: The Fund’s investment objective is to generate both income and long term capital growth by investing in a diversified portfolio of securities, primarily in the global convertible market.
Polar Capital Gbl Cnvb I H Acc GBP 4 Y Y Y Y Y International Fixed Interest SIB Acc 0.00 N/A 1.14 1.00 4.35 3.37 Single 2:00PM Daily
  
  
Objective: The Fund’s investment objective is to generate both income and long term capital growth by investing in a diversified portfolio of securities, primarily in the global convertible market.
Polar Capital Gbl Cnvb I H Inc GBP 4 Y Y Y Y Y International Fixed Interest SIB Inc 0.00 N/A 1.14 1.00 4.35 3.37 Single 2:00PM Daily
  
  
Objective: The Fund’s investment objective is to generate both income and long term capital growth by investing in a diversified portfolio of securities, primarily in the global convertible market.
Polar Capital Gbl Cnvb I Inc 4 Y Y Y Y Y International Fixed Interest SIB Inc 0.00 N/A 1.14 1.00 4.35 3.37 Single 2:00PM Daily
  
  
Objective: The Fund’s investment objective is to generate both income and long term capital growth by investing in a diversified portfolio of securities, primarily in the global convertible market.
Polar Capital Gbl Tech I H GBP 4 Silver Y Y Y Y Y North America SIB Inc 0.00 N/A 1.13 1.00 4.35 3.38 Single 2:00PM Daily
  
  
Objective: The Fund aims to achieve long-term capital appreciation through investing in a globally-diversified portfolio of technology companies.
Polar Capital GblInsnrc I Acc GBP 5 Y Y Y Y Y North America SIB Acc 0.00 N/A 0.88 0.75 4.62 3.64 Single 2:00PM Daily
  
  
Objective: The Fund aims to provide an attractive total return, irrespective of broader economic and financial market conditions, by investing in companies operating within the international insurance sector.
Polar Capital GblInsnrc I Inc GBP 5 Y Y Y Y Y North America SIB Inc 0.00 N/A 0.88 0.75 4.62 3.64 Single 2:00PM Daily
  
  
Objective: The Fund aims to provide an attractive total return, irrespective of broader economic and financial market conditions, by investing in companies operating within the international insurance sector.
Polar Capital HcarBluChp I Acc GBP 2 Y Y Y Y Y North America SIB Acc 0.00 N/A 1.02 0.85 4.47 3.49 Single 2:00PM Daily
  
  
Objective: The Fund aims to achieve long-term capital appreciation by investing in a globally diversified portfolio of healthcare companies.
Polar Capital HcarBluChp I Inc GBP 2 Y Y Y Y Y North America SIB Inc 0.00 N/A 1.02 0.85 4.47 3.49 Single 2:00PM Daily
  
  
Objective: The Fund aims to achieve long-term capital appreciation by investing in a globally diversified portfolio of healthcare companies.
Polar Capital Hcare Opp I GBP 2 Y Y Y Y Y Specialist SIB Inc 0.00 N/A 1.17 1.00 4.32 3.34 Single 2:00PM Daily
  
  
Objective: The Fund aims to preserve capital and achieve long-term growth by investing in a globally-diversified portfolio of companies within the healthcare industry.
Polar Capital IncmOpps B1 Inc 1 Y Y Y Y Y UK Fixed Interest SIB Inc 0.00 N/A 0.89 0.75 4.60 3.62 Single 2:00PM Daily
  
  
Objective: The Fund aims to provide an attractive level of income for investors, together with capital growth, by investing primarily in the equity, debt and other securities of financial companies worldwide.
Polar Capital IncmOpps B2 Acc 1 Y Y Y Y Y UK Fixed Interest SIB Acc 0.00 N/A 0.89 0.75 4.60 3.62 Single 2:00PM Daily
  
  
Objective: The Fund aims to provide an attractive level of income for investors, together with capital growth, by investing primarily in the equity, debt and other securities of financial companies worldwide.
Polar Capital Jap Val S Inc GBP 1 Y Y Y Y Y Japan SIB Inc 0.00 N/A 0.85 0.60 4.64 3.67 Single 2:00PM Daily
  
  
Objective: The Fund aims to generate long-term capital growth by investing in securities issued by companies based predominantly in Japan and/or organised under Japanese law.
Polar Capital Jap Val SH Inc GBP 1 Y Y Y Y Y Japan SIB Inc 0.00 N/A 0.85 0.60 4.64 3.67 Single 2:00PM Daily
  
  
Objective: The Fund aims to generate long-term capital growth by investing in securities issued by companies based predominantly in Japan and/or organised under Japanese law.
Polar Capital Nth Amercn I GBP 2 Y Y Y Y Y North America SIB Inc 0.00 N/A 0.76 0.65 4.74 3.76 Single 2:00PM Daily
  
  
Objective: The Fund aims to achieve long-term capital appreciation by investing in a diversified portfolio of securities of North American companies. 
Polar Capital Nth Amercn I Hdgd 2 Y Y Y Y Y North America SIB Inc 0.00 N/A 0.76 0.65 4.74 3.76 Single 2:00PM Daily
  
  
Objective: The Fund aims to achieve long-term capital appreciation by investing in a diversified portfolio of securities of North American companies. 
Polar Capital UKValOpps I A 3 Y Y Y Y Y UK Equity SIB Acc 0.00 N/A 0.87 0.75 4.63 3.65 n/a 10:30AM Daily
  
  
Objective: The Fund’s investment objective is to achieve long term capital appreciation.
Polar Capital UKValOpps I I 3 Y Y Y Y Y UK Equity SIB Inc 0.00 N/A 0.87 0.75 4.63 3.65 n/a 10:30AM Daily
  
  
Objective: The Fund’s investment objective is to achieve long term capital appreciation.
Premier Miton Investors
= Download Key Investor Information & Factsheet
Yield after charges:
Investment Name Crown Rating OBSR Rating GIA ISA SIPP BOND RE-REG Sector Type Unit/Share Type Initial charge after discount % TER% OCF% AMC% from 7% from 6% Pricing Novia Dealing Point Select
LF Miton Balanced Multi Asset F Acc Y Y Y Y Y Multi Asset Class OIC Acc 0.00 N/A 0.90 0.50 4.60 3.62 n/a 10:30AM Daily
  
  
Objective: To achieve long-term (greater than 5 years) capital growth by investing in a portfolio of global mixed assets comprising of equities, fixed income securities, property and commodities. Whilst a combination of asset classes will always be held, not all asset classes will necessarily be held all the time, with the exception of equities and equity related securities.
LF Miton Cautious Multi Asset B GBP 3 Neutral Y Y Y Y Y Multi Asset Class OIC Acc 0.00 N/A 0.80 0.75 4.70 3.72 Single 10:30AM Daily
  
  
Objective: To provide long term capital growth by investing in a portfolio of other authorised funds, worldwide equities, fixed income stocks, cash and money market instruments.
LF Miton Def Ml Ass B GBP 3 Neutral Y Y Y Y Y Multi Asset Class OIC Acc 0.00 N/A 0.87 0.75 4.63 3.65 Single 10:30AM Daily
  
  
Objective: To achieve modestly above inflation returns with lower volatility than equity markets over a five-year period, from an actively managed multi asset portfolio of UK and international assets including equities, bonds, and indirectly of both property and commodities.
LF Miton Eu Opp B Acc 5 Y Y Y Y Y Europe Ex UK OIC Acc 0.00 N/A 0.84 0.75 4.66 3.68 Single 10:30AM Daily
  
  
Objective: The Investment objective of the LF Miton European Opportunities Fund is to achieve a combination of income and growth.
LF Miton UK Multi Cap Inc B I Acc 4 Y Y Y Y Y UK Equity OIC Acc 0.00 N/A 0.81 0.75 4.69 3.71 Single 10:30AM Daily
  
  
Objective: To provide income, together with income growth and some capital growth over the long term. The fund will invest at least 70% in UK quoted companies, with a long-term bias towards smallerand medium sized companies. The fund may also invest in large companies, other funds, cash and government and corporate debt securities.
LF Miton UK Multi Cap Inc B I Inc 4 Y Y Y Y Y UK Equity OIC Inc 0.00 N/A 0.81 0.75 4.69 3.71 Single 10:30AM Daily
  
  
Objective: To provide income, together with income growth and some capital growth over the long term. The fund will invest at least 70% in UK quoted companies, with a long-term bias towards smallerand medium sized companies. The fund may also invest in large companies, other funds, cash and government and corporate debt securities.
LF Miton UK Smaller Companies B Acc 3 Y Y Y Y Y UK Equity OIC Acc 0.00 N/A 1.00 0.75 4.49 3.51 Single 10:30AM Daily
  
  
Objective: To achieve long-term total returns (the combination of income and capital growth). There is no guarantee that a positive return will be delivered over any time period and capital is at risk. The fund will invest at least 70% in the shares of UK smaller companies. UKsmaller companies are those that are incorporated in the UK or have a significant partof their operations in the UK, are listed on a stock exchange and typically have a marketcapitalisation of £1 billion or below. The fund may also invest in other funds and cash.
LF Miton UK Smaller Companies B Inc 3 Y Y Y Y Y UK Equity OIC Inc 0.00 N/A 1.00 0.75 4.49 3.51 Single 10:30AM Daily
  
  
Objective: To achieve long-term total returns (the combination of income and capital growth). There is no guarantee that a positive return will be delivered over any time period and capital is at risk. The fund will invest at least 70% in the shares of UK smaller companies. UKsmaller companies are those that are incorporated in the UK or have a significant partof their operations in the UK, are listed on a stock exchange and typically have a marketcapitalisation of £1 billion or below. The fund may also invest in other funds and cash.
LF Miton UK Val Opps B Inst Acc 3 Y Y Y Y Y UK Equity OIC Acc 0.00 N/A 0.88 0.75 4.62 3.64 Single 10:30AM Daily
  
  
Objective: To achieve long-term capital growth. The fund will invest at least 50% in the shares of UKcompanies. UK companies are those that are incorporated or domiciled in the UK or have asignificant part of their operations in the UK. The fund may also invest in other funds and cash.
LF Miton UK Val Opps B Inst Inc 3 Y Y Y Y Y UK Equity OIC Inc 0.00 N/A 0.88 0.75 4.62 3.64 Single 10:30AM Daily
  
  
Objective: To achieve long-term capital growth. The fund will invest at least 50% in the shares of UKcompanies. UK companies are those that are incorporated or domiciled in the UK or have asignificant part of their operations in the UK. The fund may also invest in other funds and cash.
LF Miton US Opportunities B Acc 3 Y Y Y Y Y North America OIC Acc 0.00 N/A 0.90 0.75 4.60 3.62 Single 10:30AM Daily
  
  
Objective: To achieve long-term total returns (the combination of income and capital growth). There is no guarantee that a positive return will be delivered. The fund will invest at least 70% in the shares ofNorth American companies but may also invest in other funds and cash.
LF Miton US Smaller Companies B Acc Y Y Y Y Y North America OIC Acc 0.00 N/A 0.90 0.75 4.60 3.62 n/a 10:30AM Daily
  
  
Objective: To achieve capital growth. To invest at least 80% in smaller companies’ shares listed, quoted or traded in the United States of America. The smaller companies that the fund invests in will have a market value of US$ 100 million to US$ 6 billion at the time of purchase. The fund may alsoinvest in the shares of other companies (regardless of size or geography), other funds, cash and money market instruments.
LF Miton Worldwide Opps B GBP 1 Y Y Y Y Y Multi Asset Class OIC Acc 0.00 N/A 0.89 0.75 4.61 3.63 Single 10:30AM Daily
  
  
Objective: The investment objective of the fund is to prioritise capital growth by investing primarily in collective investment schemes such as investment trusts and OEICs.
LF Mtn Gbl Infrst Inc B Acc GBP 1 Y Y Y Y Y North America OIC Acc 0.00 N/A 1.00 0.75 4.49 3.51 n/a 10:30AM Daily
  
  
Objective: To provide investors with income and long-term capital growth. The fund will invest at least 80% in the shares of infrastructure companies worldwide. This can include companies in the utility,energy pipeline and storage, telecommunications and transportation sectors. The fund may also invest in other funds and cash.
LF Mtn Gbl Infrst Inc B Inc GBP 1 Y Y Y Y Y North America OIC Inc 0.00 N/A 1.00 0.75 4.49 3.51 n/a 10:30AM Daily
  
  
Objective: To provide investors with income and long-term capital growth. The fund will invest at least 80% in the shares of infrastructure companies worldwide. This can include companies in the utility,energy pipeline and storage, telecommunications and transportation sectors. The fund may also invest in other funds and cash.
LF Mtn Gbl Infrst Inc F Inc GBP 1 Y Y Y Y Y North America OIC Inc 0.00 N/A 0.90 0.50 4.60 3.62 n/a 10:30AM Daily
  
  
Objective: To provide investors with income and long-term capital growth. The fund will invest at least 80% in the shares of infrastructure companies worldwide. This can include companies in the utility,energy pipeline and storage, telecommunications and transportation sectors. The fund may also invest in other funds and cash.
Premier Corp Bd Mthly Income C Inc 3 Y Y Y Y Y UK Equity OIC Inc 0.00 N/A 0.70 0.30 4.80 3.82 Single 10:30AM Daily
  
  
Objective: The aim of the Fund is to provide an income, which is paid monthly.
Premier Defensive Growth C Acc 1 Y Y Y Y Y Absolute Return OIC Acc 0.00 N/A 0.89 0.75 4.61 3.63 Single 10:30AM Daily
  
  
Objective: The Fund aims to generate positive returns over a rolling 36 month basis. However, there is no guarantee that this objective will be achieved over that specific, or any, time period and there is always a risk of loss to your original capital.
Premier Defensive Growth C Inc 1 Y Y Y Y Y Multi Asset Class OIC Inc 0.00 N/A 0.89 0.75 4.61 3.63 Single 10:30AM Daily
  
  
Objective: The Fund aims to generate positive returns over a rolling 36 month basis. However, there is no guarantee that this objective will be achieved over that specific, or any, time period and there is always a risk of loss to your original capital.
Premier Diversified Growth D Inc 3 Y Y Y Y Y Specialist OIC Inc 0.00 N/A 0.61 0.50 4.90 3.92 Single 10:30AM Daily
  
  
Objective: The aim of the Fund is to grow the value of your original investment over the long term.
Premier Diversified Income D Inc 3 Y Y Y Y Y UK Equity OIC Inc 0.00 N/A 0.78 0.50 4.72 3.74 n/a 10:30AM Daily
  
  
Objective: The aim of the Fund is to give you an income and offer the potential for long-term capital growth.
Premier Ethical C Acc 3 Y Y Y Y Y UK Equity OIC Acc 0.00 N/A 0.95 0.75 4.54 3.57 Single 10:30AM Daily
  
  
Objective: The aim of the Fund is to grow the value of your original investment over the long term.
Premier Ethical C Inc 3 Y Y Y Y Y UK Equity OIC Inc 0.00 N/A 0.95 0.75 4.54 3.57 Single 10:30AM Daily
  
  
Objective: The aim of the Fund is to grow the value of your original investment over the long term.
Premier Gbl Infra Inc C Acc 1 Y Y Y Y Y North America OIC Acc 0.00 N/A 1.11 0.75 4.38 3.40 Single 10:30AM Daily
  
  
Objective: The aim of the Fund is to give you an income, paid to you four times a year, and grow the value of your original investment over the long term.
Premier Gbl Infra Inc C Inc 1 Y Y Y Y Y Global Emerging Markets OIC Inc 0.00 N/A 1.11 0.75 4.38 3.40 Single 10:30AM Daily
  
  
Objective: The aim of the Fund is to give you an income, paid to you four times a year, and grow the value of your original investment over the long term.
Premier Global Alpha Growth C Acc 2 Y Y Y Y Y North America OIC Acc 0.00 N/A 1.01 0.75 4.48 3.50 Single 10:30AM Daily
  
  
Objective: The aim of the Fund is to grow the value of your original investment over the long term.
Premier Global Alpha Growth C Inc 2 Y Y Y Y Y North America OIC Inc 0.00 N/A 1.01 0.75 4.48 3.50 Single 10:30AM Daily
  
  
Objective: The aim of the Fund is to grow the value of your original investment over the long term.
Premier Global Optimum Income C Inc Y Y Y Y Y North America OIC Inc 0.00 N/A 0.90 0.75 4.60 3.62 n/a 10:30AM Daily
  
  
Objective: The aim of the Fund is to give you an income, paid to you each quarter, and grow the value of your original investment over the long term from an actively managed global portfolio of equities and an associated derivatives strategy. The Fund targets an annual yield of 6%, after fees. The yield is not guaranteed and could change with market conditions.
Premier Income C Acc 1 Y Y Y Y Y UK Equity OIC Acc 0.00 N/A 0.94 0.75 4.55 3.58 Single 10:30AM Daily
  
  
Objective: The objective of the Fund is to provide an income together with capital growth over the long term, being five years or more. Income is paidtwice a year as dividend distributions.
Premier Income C Inc 1 Y Y Y Y Y UK Equity OIC Inc 0.00 N/A 0.94 0.75 4.55 3.58 Single 10:30AM Daily
  
  
Objective: The objective of the Fund is to provide an income together with capital growth over the long term, being five years or more. Income is paidtwice a year as dividend distributions.
Premier Liberation IV C Acc 1 Y Y Y Y Y International Fixed Interest OIC Acc 0.00 N/A 1.17 0.60 4.32 3.34 Single 10:30AM Daily
  
  
Objective: The aim of the Fund is to give you an income, paid to you each quarter, and to grow the value of your original investment over the long term
Premier Liberation IV C Inc 1 Y Y Y Y Y International Fixed Interest OIC Inc 0.00 N/A 1.17 0.60 4.32 3.34 Single 10:30AM Daily
  
  
Objective: The aim of the Fund is to give you an income, paid to you each quarter, and to grow the value of your original investment over the long term
Premier Liberation V C Acc 1 Y Y Y Y Y UK Equity OIC Acc 0.00 N/A 1.20 0.60 4.28 3.31 Single 10:30AM Daily
  
  
Objective: The aim of the Fund is to give you an income and grow the value of your original investment over the long term.
Premier Liberation V C Inc 1 Y Y Y Y Y UK Equity OIC Inc 0.00 N/A 1.20 0.60 4.28 3.31 Single 10:30AM Daily
  
  
Objective: The aim of the Fund is to give you an income and grow the value of your original investment over the long term.
Premier Liberation VI C Acc 1 Y Y Y Y Y UK Equity OIC Acc 0.00 N/A 1.33 0.60 4.15 3.18 Single 10:30AM Daily
  
  
Objective: The aim of the Fund is to grow the value of your original investment by more than the average cash deposit over the medium to long term.
Premier Liberation VII C Acc 1 Y Y Y Y Y UK Equity OIC Acc 0.00 N/A 1.39 0.60 4.09 3.12 Single 10:30AM Daily
  
  
Objective: The aim of the Fund is to grow the value of your original investment over the long term.
Premier MitonCautMthInc B Acc 2 Y Y Y Y Y UK Equity UKA Acc 0.00 N/A 0.81 0.75 4.69 3.71 Dual 10:30AM Daily
  
  
Objective: The objective of the Fund is to achieve income and capital growth, over the long term, being five years or more. Five years is also the minimum recommended term for holding shares in this Fund. This does not mean that the Fund will achieve the objective over this, or any other, specific time period and there is a risk of loss to the original capital invested.
Premier MitonCautMthInc B Inc 2 Y Y Y Y Y UK Equity UKA Inc 0.00 N/A 0.81 0.75 4.69 3.71 Dual 10:30AM Daily
  
  
Objective: The objective of the Fund is to achieve income and capital growth, over the long term, being five years or more. Five years is also the minimum recommended term for holding shares in this Fund. This does not mean that the Fund will achieve the objective over this, or any other, specific time period and there is a risk of loss to the original capital invested.
Premier Mlt Ast Monthly Inc C Acc 1 Neutral Y Y Y Y Y Multi Asset Class OIC Acc 0.00 N/A 1.32 0.75 4.16 3.19 Single 10:30AM Daily
  
  
Objective: The aim of the Fund is to give you an above average level of income, paid to you each month.
Premier Mlt Ast Monthly Inc C Inc 1 Neutral Y Y Y Y Y UK Equity OIC Inc 0.00 N/A 1.32 0.75 4.16 3.19 Single 10:30AM Daily
  
  
Objective: The aim of the Fund is to give you an above average level of income, paid to you each month.
Premier Monthly Income C Acc 1 Y Y Y Y Y UK Equity OIC Acc 0.00 N/A 0.97 0.75 4.52 3.55 Single 10:30AM Daily
  
  
Objective: The objective of the Fund is to provide an income together with capital growth over the long term, being five years or more. Income is paidmonthly as dividend distributions.
Premier Monthly Income C Inc 1 Y Y Y Y Y UK Equity OIC Inc 0.00 N/A 0.97 0.75 4.52 3.55 Single 10:30AM Daily
  
  
Objective: The objective of the Fund is to provide an income together with capital growth over the long term, being five years or more. Income is paidmonthly as dividend distributions.
Premier Multi Asset Dist C Acc 1 Neutral Y Y Y Y Y Multi Asset Class OIC Acc 0.00 N/A 1.30 0.75 4.18 3.21 Single 10:30AM Daily
  
  
Objective: The aim of the Fund is to give you an income, paid to you each quarter, and grow the value of your original investment over the long term.
Premier Multi Asset Dist C Inc 1 Neutral Y Y Y Y Y Multi Asset Class OIC Inc 0.00 N/A 1.30 0.75 4.18 3.21 Single 10:30AM Daily
  
  
Objective: The aim of the Fund is to give you an income, paid to you each quarter, and grow the value of your original investment over the long term.
Premier MultiAsset Glbl Gth C Acc 1 Y Y Y Y Y Multi Asset Class OIC Acc 0.00 N/A 1.54 0.75 3.94 2.96 Single 10:30AM Daily
  
  
Objective: The aim of the Fund is to grow the value of your original investment over the long term.
Premier MultiAsset Glbl Gth C Inc 1 Y Y Y Y Y Multi Asset Class OIC Inc 0.00 N/A 1.54 0.75 3.94 2.96 Single 10:30AM Daily
  
  
Objective: The aim of the Fund is to grow the value of your original investment over the long term.
Premier MultiAsset Gth & Inc C Acc 1 Neutral Y Y Y Y Y Multi Asset Class OIC Acc 0.00 N/A 1.48 0.75 4.00 3.03 Single 10:30AM Daily
  
  
Objective: The aim of the Fund is to grow the value of your original investment over the long term and provide you with an income, paid twice a year.
Premier MultiAsset Gth & Inc C Inc 1 Neutral Y Y Y Y Y UK Equity OIC Inc 0.00 N/A 1.48 0.75 4.00 3.03 Single 10:30AM Daily
  
  
Objective: The aim of the Fund is to grow the value of your original investment over the long term and provide you with an income, paid twice a year.
Premier MultiAssetAbsolReturn C Acc 3 Y Y Y Y Y Multi Asset Class OIC Acc 0.00 N/A 1.12 0.60 4.37 3.39 Single 10:30AM Daily
  
  
Objective: The aim of the Fund is to generate positive returns over a rolling 3 year basis. However, there is no guarantee that this objective will be achieved over that specific, or any, time period and there is always a risk of loss to your original capital.
Premier MultiAssetAbsolReturn C Inc 3 Y Y Y Y Y Multi Asset Class OIC Inc 0.00 N/A 1.12 0.60 4.37 3.39 Single 10:30AM Daily
  
  
Objective: The aim of the Fund is to generate positive returns over a rolling 3 year basis. However, there is no guarantee that this objective will be achieved over that specific, or any, time period and there is always a risk of loss to your original capital.
Premier MultiAssetConsrtveGth C Acc 2 Y Y Y Y Y Multi Asset Class OIC Acc 0.00 N/A 1.28 0.75 4.20 3.23 Single 10:30AM Daily
  
  
Objective: The aim of the Fund is to steadily grow the value of your original investment over the long term.
Premier Optimum Income C Inc 1 Y Y Y Y Y UK Equity OIC Inc 0.00 N/A 1.09 0.75 4.40 3.42 Single 10:30AM Daily
  
  
Objective: The aim of the Fund is to give you a high income, paid to you each quarter, and grow the value of your original investment over the long term. The Fund targets an annual yield of 7%, after fees, and it is intended that the target level will remain consistent over time. The yield is not guaranteed and could change with market conditions.
Premier Pan Eurpn Prp Shrs C Acc 3 Y Y Y Y Y Property OIC Acc 0.00 N/A 0.90 0.75 4.60 3.62 Single 10:30AM Daily
  
  
Objective: The aim of the Fund is to grow the value of your original investment over the long term and provide an income.
Premier Pan Eurpn Prp Shrs C Inc 3 Y Y Y Y Y Property OIC Inc 0.00 N/A 0.90 0.75 4.60 3.62 Single 10:30AM Daily
  
  
Objective: The aim of the Fund is to grow the value of your original investment over the long term and provide an income.
Premier UK Growth C Inc 4 Y Y Y Y Y UK Equity OIC Inc 0.00 N/A 1.00 0.75 4.49 3.51 Single 10:30AM Daily
  
  
Objective: The aim of the Fund is to grow the value of your original investment over the long term.
Premier UK Money Market B Acc 2 Y Y Y Y Y Cash UKA Acc 0.00 N/A 0.30 0.20 5.22 4.24 Dual 10:30AM Daily
  
  
Objective: The aim of the Fund is to give you an income, paid to you each quarter.
Premier UK Money Market B Inc 2 Y Y Y Y Y Cash UKA Inc 0.00 N/A 0.30 0.20 5.22 4.24 Dual 10:30AM Daily
  
  
Objective: The aim of the Fund is to give you an income, paid to you each quarter.
Pyrford International
= Download Key Investor Information & Factsheet
Yield after charges:
Investment Name Crown Rating OBSR Rating GIA ISA SIPP BOND RE-REG Sector Type Unit/Share Type Initial charge after discount % TER% OCF% AMC% from 7% from 6% Pricing Novia Dealing Point Select
Pyrford GblTotRtStrlg B Acc GBP 3 Silver Y Y Y Y Y International Fixed Interest SIB Acc 0.00 N/A 0.84 0.75 4.66 3.68 Single 9:00AM Daily
  
  
Objective: The fund aims to provide a stable stream of returns that beats the rate of inflation over the long term while at the same time minimising volatility and aiming to protect investors from losses as compared to the market. The fund is actively managed and aims to achieve a return similar to or better than the UK Retail Price Index (RPI) (the “Benchmark”).
Quilter Investors Limited
= Download Key Investor Information & Factsheet
Yield after charges:
Investment Name Crown Rating OBSR Rating GIA ISA SIPP BOND RE-REG Sector Type Unit/Share Type Initial charge after discount % TER% OCF% AMC% from 7% from 6% Pricing Novia Dealing Point Select
Quilter Cirlm Mod Blend Pfl U1 A Y Y Y Y Y Multi Asset Class OIC Acc 0.00 N/A 0.85 N/A 4.65 3.67 n/a 10:30AM Daily
  
  
Objective: To achieve capital growth over a period of five years or more through investment markets both in the UK and overseas. The portfolio will be broadly diversified across asset classes, with exposure to equities between 40-85% and with volatility of between 9 and 13%.* The volatility range is a target, based on long term actuarial assumptions and the Fund is managed to stay within this range most of the time. The volatility range is regularly reviewed and may change from time to time due to changes in these assumptions.
Quilter Divfd Pf R A 1 Y Y Y Y Y UK Equity OIC Acc 0.00 N/A 1.05 0.50 4.44 3.46 Single 10:30AM Daily
  
  
Objective: The Fund aims to provide capital growth by outperforming the annual rate of the UK Consumer Price Index (CPI) by 4%, net of charges, over rolling seven year periods. Although the Fund aims to achieve a positive return over rolling seven year periods, capital invested is, in fact, at risk and there is no guarantee that a positive return will be generated over that time period or any other time period.
Quilter Eth Eq R A 1 Y Y Y Y Y North America UKA Acc 0.00 N/A 0.90 N/A 4.60 3.62 Single 10:30AM Daily
  
  
Objective: The Fund aims to achieve income and capital growth through investment in companies that demonstrate sound ethical practice and to outperform the FTSE World Index, net of charges, over rolling five-year periods.
Quilter Gbl Dyn Eq R A 2 Y Y Y Y Y North America OIC Acc 0.00 N/A 0.96 0.50 4.53 3.56 Single 10:30AM Daily
  
  
Objective: To provide total return from capital growth and income and outperform the MSCI All Countries World Index, net of charges, over rolling five year periods.
Quilter Gbl Uncnstnd Eq R A 1 Y Y Y Y Y North America OIC Acc 0.00 N/A 0.90 N/A 4.60 3.62 Single 10:30AM Daily
  
  
Objective: To provide total return from capital growth and income and outperform the MSCI All Countries World Index, net of charges, over rolling five year periods.
Quilter Gl Prp Sec RPH I 2 Y Y Y Y Y Property OIC Inc 0.00 N/A 1.15 N/A 4.34 3.36 Single 10:30AM Daily
  
  
Objective: The Fund aims to achieve a combination of income and capital growth and to outperform the FTSE EPRA/NAREIT Developed Index, net of charges, over rolling five year periods.
Quilter GnCPI+3Pf R A Y Y Y Y Y Multi Asset Class OIC Acc 0.00 N/A 1.13 0.60 4.36 3.38 Single 10:30AM Daily
  
  
Objective: The Fund aims to achieve a total return (the combination of income and capital growth), by outperforming the annual rate of the UK Consumer Price Index (CPI) by 3%, net of charges, over rolling five year periods. Although the Fund aims to achieve a positive return over rolling five year periods, capital invested is, in fact, at risk and there is no guarantee that a positive return will be generated over that time period or any other time period.
Quilter GnCPI+3Pf R I Y Y Y Y Y Specialist OIC Inc 0.00 N/A 1.13 0.60 4.36 3.38 Single 10:30AM Daily
  
  
Objective: The Fund aims to achieve a total return (the combination of income and capital growth), by outperforming the annual rate of the UK Consumer Price Index (CPI) by 3%, net of charges, over rolling five year periods. Although the Fund aims to achieve a positive return over rolling five year periods, capital invested is, in fact, at risk and there is no guarantee that a positive return will be generated over that time period or any other time period.
Quilter Investors Crlm Ad Pf R A 1 Y Y Y N Y UK Equity OIC Acc 0.00 N/A 1.15 N/A 4.34 3.36 n/a 10:30AM Daily
  
  
Objective: To achieve capital growth over a period of five years or more through investment in markets both in the UK and overseas. The portfolio is broadly diversified across asset classes, with exposure to equities between 55-100% and with volatility of between 15 and 19%.*The volatility range is a target, based on long term actuarial assumptions and the fund is managed to stay within this range most of the time. The volatility range is regularly reviewed and may change from time to time due to changes in these assumptions.
Quilter Investors Crlm Bl Pf R A 1 Y Y Y Y Y Multi Asset Class OIC Acc 0.00 N/A 1.15 N/A 4.34 3.36 Single 10:30AM Daily
  
  
Objective: To achieve capital growth over a period of five years or more through investment markets both in the UK and overseas. The portfolio is broadly diversified across asset classes, with exposure to equities between 20-60% and with volatility of between 6 and 10%.*The volatility range is a target, based on long term actuarial assumptions and the fund is managed to stay within this range most of the time. The volatility range is regularly reviewed and may change from time to time due to changes in these assumptions.
Quilter Investors Crlm Cns Pf R A 1 Y Y Y Y Y Multi Asset Class OIC Acc 0.00 N/A 1.05 N/A 4.44 3.46 Single 10:30AM Daily
  
  
Objective: To achieve capital growth over a period of five years or more through investment in markets both in the UK and overseas. The portfolio is broadly diversified across asset classes, with exposure to equities between 0-30% and with volatility of between 3 and 7%.*The volatility range is a target, based on long term actuarial assumptions and the fund is managed to stay within this range most of the time. The volatility range is regularly reviewed and may change from time to time due to changes in these assumptions.
Quilter Investors Crlm Dy Pf R A 1 Y Y Y Y Y Multi Asset Class OIC Acc 0.00 N/A 1.15 N/A 4.34 3.36 Single 10:30AM Daily
  
  
Objective: To achieve capital growth over a period of five years or more through investment markets both in the UK and overseas. The portfolio is broadly diversified across asset classes, with exposure to equities between 50-90% and with volatility of between 12 and 16%.*The volatility range is a target, based on long term actuarial assumptions and the fund is managed to stay within this range most of the time. The volatility range is regularly reviewed and may change from time to time due to changes in these assumptions.
Quilter Investors Crlm Md Pf R A 1 Y Y Y Y Y Multi Asset Class OIC Acc 0.00 N/A 1.15 N/A 4.34 3.36 Single 10:30AM Daily
  
  
Objective: To achieve capital growth over a period of five years or more through investment markets both in the UK and overseas. The portfolio is broadly diversified across asset classes, with exposure to equities between 40-80% and with volatility of between 9 and 13%.*The volatility range is a target, based on long term actuarial assumptions and the fund is managed to stay within this range most of the time. The volatility range is regularly reviewed and may change from time to time due to changes in these assumptions.
Quilter Investors CrlmAdPsvPf R A 5 Y Y Y N Y UK Equity OIC Acc 0.00 N/A 0.45 N/A 5.06 4.08 n/a 10:30AM Daily
  
  
Objective: To achieve capital growth over a period of five years or more through investment in markets both in the UK and overseas. The portfolio is broadly diversified across asset classes, with exposure to equities between 55-100% and with volatility of between 15 and 19%.*The volatility range is a target, based on long term actuarial assumptions and the fund is managed to stay within this range most of the time. The volatility range is regularly reviewed and may change from time to time due to changes in these assumptions.
Quilter Investors CrlmBlPsvPf R A 5 Y Y Y Y Y Multi Asset Class OIC Acc 0.00 N/A 0.45 N/A 5.06 4.08 Single 10:30AM Daily
  
  
Objective: To achieve capital growth over a period of five years or more through investment in markets both in the UK and overseas. The portfolio is broadly diversified across asset classes, with exposure to equities between 20-55% and with volatility of between 6 and 10%.*The volatility range is a target, based on long term actuarial assumptions and the fund is managed to stay within this range most of the time. The volatility range is regularly reviewed and may change from time to time due to changes in these assumptions.
Quilter Investors CrlmCnPsvPf R A 5 Y Y Y Y Y Multi Asset Class OIC Acc 0.00 N/A 0.45 N/A 5.06 4.08 Single 10:30AM Daily
  
  
Objective: To achieve capital growth over a period of five years or more through investment in markets both in the UK and overseas. The portfolio is broadly diversified across asset classes, with exposure to equities between 0-30% and with volatility of between 3 and 7%.*The volatility range is a target, based on long term actuarial assumptions and the fund is managed to stay within this range most of the time. The volatility range is regularly reviewed and may change from time to time due to changes in these assumptions.
Quilter Investors CrlmDyPsvPf R A 3 Y Y Y Y Y North America OIC Acc 0.00 N/A 0.45 N/A 5.06 4.08 Single 10:30AM Daily
  
  
Objective: To achieve capital growth over a period of five years or more through investment in markets both in the UK and overseas. The portfolio is broadly diversified across asset classes, with exposure to equities between 50-90% and with volatility of between 12 and 16%.*The volatility range is a target, based on long term actuarial assumptions and the fund is managed to stay within this range most of the time. The volatility range is regularly reviewed and may change from time to time due to changes in these assumptions.