FUND SPOTLIGHT 2 - Summer 2019


SIMON MORRIS, HEAD OF STRATEGIC PARTNERS AT PREMIER ASSET MANAGEMENT, PROVIDES AN OVERVIEW OF THE LIBERATION FUND RANGE, PREMIER’S MULTI-ASSET, MULTI-MANAGER VOLATILITY-TARGETED SOLUTIONS. The Premier Liberation fund range consists of four actively managed, diversified multi-manager funds, managed by Premier’s award-winning multi-asset investment team. The funds are managed to be aligned with Distribution Technology risk profiles 4, 5, 6 and 7, based on volatility boundaries that are provided to Premier and updated quarterly. TAILORED VOLATILITY OUTCOMES 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. DIVERSIFIED, MULTI-ASSET PORTFOLIOS 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 multi-asset team manage the volatility. PROVEN INVESTMENT APPROACH Premier’s multi-asset team continually research new investment ideas, monitor existing investments and actively manage the holdings in each fund with the aim of keeping the portfolios on track to meet their long-term investment objectives. Since the multi-asset team started managing the funds to be aligned with specific volatility levels in 2012, the desired volatility profile has been achieved, with risk steadily increasing from Premier Liberation No. IV (lowest expected volatility) to Premier Liberation No. VII (highest expected volatility). M U LT I - A S S E T V O L AT I L I T Y-TA R G E T E D S O L U T I O N S

Source: FE Analytics, data from 01.12.2012 to 30.04.2019. Monthly annualised volatility, based on C accumulation share class. The Liberation fund range can help advisers identify funds that have the potential to deliver the right long-term outcomes to meet their clients’ risk/reward profile. Please note these funds are not currently on the Tenet Panel. Therefore, appointed representatives who deem it suitable for a particular client need to follow the off panel approval process. FIND OUT MORE

Contact Simon Morris, Head of Strategic Partners, on 07738 958 072 or email

This article is for information purposes and is only to be issued to financial intermediaries. It is not for use with customers. It expresses the opinion of the author and does not constitute advice. Past performance is not a reliable indicator of future returns. These funds are currently managed to be aligned to the Distribution Technology risk profiles. Distribution Technology is not authorised to provide financial advice. Premier does not have any influence or control over the risk profiles or the methodology used to create them, and we are unable to provide assurances as to their accuracy or that they will not change, or that Premier will continue to manage these funds to be aligned with these risk profiles in the future. Premier cannot accept any liability which may arise as a result of any reliance on these risk profiles. The risk profiles do not indicate a promise, forecast or illustration of future risk profiles or performance returns.

Simon Morris Head of Strategic Partners

Issued by Premier Asset Management, which is the marketing name used to describe the group of companies, including Premier Portfolio Managers Limited and Premier Fund 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.

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