Premier Global Alpha Growth Fund A top performing, best ideas global equity portfolio
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1 Premier Global Alpha Growth Fund A top performing, best ideas global equity portfolio Since manager inception ( ) Top quartile 76.4% growth vs 52.5% for IA Global Growth For professional advisers only, not for distribution to retail clients
2 Premier Global Alpha Growth Fund 5 key reasons to invest
3 Strong performance record since fund manager start date Designed as a core global growth fund stocks quality valuation growth Focused portfolio of companies selected from stock markets around the world: 58 companies ( ) Robust investment process to screen global markets: proprietary systematic screen of 5,000 companies creating a 500 stock pool fit for further analysis and selection Experienced global growth fund manager
4 Premier Global Alpha Growth Fund Strong performance record
5 Strong and consistent outperformance. 1yr Total returns 3yrs Since manager start date ( ) Premier Global Alpha Growth Fund 1.8% 33.0% 76.4% Quartile rank Outperformance vs IA Global sector +4.2% +13.3% +23.9% Outerformance vs FTSE All-World Index +2.2% +7.4% +13.9% Performance source: FE Analytics, based on a bid-to-bid, total return, income reinvested, UK sterling basis, based on C accumulation share class. All data to Past performance is not a guide to future returns.
6 Premier Global Alpha Growth Fund Designed as a core global growth fund
7 The Premier Global Alpha Growth Fund is designed as a core global growth fund, offering investors access to an actively managed focused portfolio of large companies, diversified by country and sector. Geographic breakdown (%) Sector breakdown (%) United Kingdom 1.9 Asia (ex Japan) 7.6 Cash 3.0 North America 61.5 Telecommunication 4.5 Utilities 0.6 Energy 2.8 Cash 3.0 Financials 20.4 Europe ex UK 12.0 Information technology 10.4 Japan 14.0% Consumer Goods 13.4 Healthcare 16.0 Industrials 13.9 Consumer Services 15.1 As at
8 Premier Global Alpha Growth Fund Focused global equity portfolio
9 The Premier Global Alpha Growth Fund seeks to deliver long term capital growth from a focused global portfolio of larger companies. All these stocks have been screened for quality, valuation and growth and are supported by strong, long term thematic and secular drivers. Total number of stocks: 58 * *As at
10 Premier Global Alpha Growth Fund Robust investment process
11 We employ a proven investment approach that combines a proprietary screen of 5,000 of the world s largest companies, before selecting a focused portfolio of typically stocks. Selected stocks achieve an attractive overall score for quality + valuation + growth and backed by strong, long term thematic and secular drivers. 5,000 of the world s largest quoted companies Proprietary screen based on quality, valuation and growth factors Best ideas portfolio dominated by stock specifics Focus on top 10% of companies exposed to positive long term, thematic trends
12 Premier Global Alpha Growth Fund Experienced fund manager
13 Jake Robbins joined Premier Asset Management in November 2011 as manager of the Premier Global Alpha Growth Fund. Jake joined from Investec Asset Management where he spent 6 years as a portfolio manager of the Investec Global Dynamic Fund. Jake has an MA in Economics from the University of Cambridge.
14 Premier Global Alpha Growth Fund For more information
15 premierfunds.co.uk
16 premierfunds.co.uk Important information This document has been produced for professional advisers only and is not for distribution to retail clients. It is designed for information purposes only and does not constitute advice. All data based on C accumulation share class. All data sourced to Premier Asset Management unless otherwise stated. Source & Copyright: CITYWIRE. The fund manager is rated by Citywire for his 3 year risk adjusted performance to the date shown on this document. Citywire information may not be copied and Citywire excludes any liability arising out of its use. Morningstar Ratings do not constitute investment advice. Copyright 2015 Morningstar. All Rights Reserved. The methodology and calculations used by the companies or organisations that provide the fund or fund manager awards and ratings are not verified by Premier Asset Management and we therefore are unable to accept responsibility for their accuracy. Ratings and awards should not be relied upon for making an investment decision, nor are they an indication, promise or guarantee of future performance of a fund or fund manager. Issued by Premier Asset Management. Premier Asset Management and Premier are the marketing names used to describe the group of companies which includes Premier Fund Managers Limited and Premier Portfolio Managers Limited, which are authorised and regulated by the Financial Conduct Authority of 25 the North Colonnade, Canary Wharf, London E14 5HS. The registered address of both companies is Eastgate Court, High Street, Guildford, GU1 3DE. Premier Portfolio Managers Ltd is registered in England No Premier Fund Managers Ltd is registered in England No / CK
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