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Premier Multi Asset Monthly Income

Elite Rated by FundCalibre

The Monthly Income fund is designed to produce a high (currently 5%), sustainable income, strong absolute and relative growth through robust risk management. It 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. David Hambidge has 25 years’ experience with Premier and has built up an impressive reputation and track record.

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.

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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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Diversification has been the key to our success; not only do we have numerous eggs, we also have many baskets.

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

David and the team have a demonstrable capability for producing excellent results. This fund delivers a high yield, with the added bonus that it is paid monthly. It may appeal to investors seeking a well-diversified and regular source of income.

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