Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Premier Liberation No. IV C Acc

Ranked 284 out of 395 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Managed by

Simon Evan-Cook

Simon Evan-Cook is senior investment manager of the Premier Multi-Asset funds at Premier Asset Management. Simon is co-manager on Premier’s Multi-Asset funds, and researches overseas equity fund sectors. Prior to joining Premier in 2006, Simon held positions at Rothschild, Gartmore and Fidelity. He graduated from Hull University in 1996 with a BSc Honours in economics and accounting.

David Hambidge

David Hambidge is director of Multi-Asset Funds and is part of the fund management team for Premier Asset Management’s multi-asset fund range. He joined Premier in 1987. David has 27 years of investment experience and has managed multi-asset style funds since 1995. David leads the multi-asset investment team which includes head of research Ian Rees who joined in 2000, investment managers David Thornton and Simon Evan-Cook who joined in 2006, and Nick Kelsall since 2001.

Ian Rees

Ian Rees has been with Premier Asset Management since 2000 and joined the Pooled Funds team in April 2005. Ian was formerly the senior research analyst for closed end funds and has worked on global equity and utility & infrastructure.

David Thornton

David Thornton joined Premier in May 2006 and currently co-manages a number of discretionary multi-asset portfolios. He has research responsibility for the fixed interest, European equity, property and absolute return sectors. Previously, David worked for several years as an investment analyst before becoming an investment manager in 2004, with responsibility for five discretionary multi-manager portfolios. He has a BEng (Hons) in mechanical engineering from the University of Bristol, holds the IMC and has completed the certificate in financial planning.

Objective

To provide income together with some capital appreciation from a portfolio of global investments. The Fund will achieve this by investing in units in collective investment schemes, and may also invest in equities, fixed interest securities, money market instruments and warrants.

Showing fund performance in United Kingdom View performance globally

Performance

Balanced GBP over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 3.5%
2018 -3.9% -2.3% 3.1% 0.4% -5.0%
2017 7.5% 2.8% 1.7% 0.5% 2.3%
2016 13.5% 0.9% 1.6% 8.4% 2.2%
2015 2.7% 4.5% -2.1% -3.1% 3.7%
2014 7.9% 1.1% 2.0% 1.2% 3.4%
2013 13.6% 6.7% -0.7% 4.0% 3.2%
2012 10.5% 3.8% -1.1% 4.2% 3.3%
2011 -1.7% 1.8% 1.0% -6.4% 2.2%
2010 2.5% 2.7% -4.5% 6.7% -2.0%
2009 21.0% -5.8% 10.5% 14.6% 1.5%
2008 -23.8% -2.9% -5.3% -4.3% -13.4%
2007 0.6% 0.2% -1.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date10/11/2010
  • Share Class size134Mn
  • Base currencyGBP
  • ISIN GB00B5N42Z23

Purchase Info

  • Min. initial investment25Mn
  • Min. regular additional investment0

Charges

  • Annual management0.60%
  • Initial investment0.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).