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Premier Defensive Growth

Elite Rated by FundCalibre

The Premier Defensive Growth 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. This strategy has been thoroughly tested by a wide variety of market conditions and has continued to deliver.

Company Description

Premier Asset Management is an investment company based in Guildford. 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. Despite these similarities, the fund has exposure to a wide variety of assets, providing useful diversification.

Risk

The fund has been much less risky than the UK stock market, reflecting Paul’s efforts to deliver a consistent positive return. However, these returns are not guaranteed and the fund may fall in value in negative markets.

Our Opinion

The fund (and its sister portfolios) are among the few ‘absolute return funds’ that have not disappointed investors. Paul’s strategy and temperament are well suited to delivering low-risk positive returns, evidenced by an excellent track record.

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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.