Portfolios
Information for LifeStages advisers and their clients
Information for LifeStages advisers and their clients
Our Portfolio Management Service offers a choice of actively managed investment solutions, comprising 8 growth portfolios and 3 income portfolios, designed to meet the different long-term investment needs of investors.
Each portfolio has two tiers of active management designed to keep each of our portfolios on track to achieve their investment objectives and to provide truly diversified portfolios to spread your investment risk.
Each of our three income portfolios is focussed on generating a different level of income, compared to the other two income portfolios, with the potential for some long-term investment growth. And to help you plan, you can choose to have income paid to you either monthly or quarterly.
This website has been created for the use of LifeStages and clients of LifeStages only. Please note that the portfolios are intended as long term investments. The value of an investment and any income generated by it can go down as well as up and there is the potential of loss to some of the original investment. Reference to any particular portfolio or fund should not be construed as investment advice. We are unable to provide investment advice on the suitability of a portfolio for individual investors. Details of the nature of the investments, the investment commitment required and specific risk warnings are outlined in the Premier Portfolio Management Service Terms and Conditions document.
The Premier Portfolio Management Service is provided by Premier Fund Managers Limited.
For your protection, calls may be monitored and recorded for training and quality assurance purposes.
©Premier Miton Investors. 2023. Issued by Premier Miton Investors. Premier Portfolio Managers Limited is registered in England no. 01235867. Premier Fund Managers Limited is registered in England no. 02274227. Both companies are authorised and regulated by the Financial Conduct Authority and are members of the ‘Premier Miton Investors’ marketing group and subsidiaries of Premier Miton Group plc (registered in England no. 06306664). Registered office: Eastgate Court, High Street, Guildford, Surrey GU1 3DE.
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