This website is for financial advisers within the UK, Customers looking for Zurich products please go to Zurich.co.uk. Unless you are a financial adviser in the UK who has entered into separate contractual arrangements with Zurich Intermediary Group Limited (“ZIG”) for access to the secure parts of this website, the viewing of this web site is subject to Disclaimers, which, by continuing to access this site, you acknowledge that you have read and accept.

We use cookies to provide you with a responsive service to make your experience of our website(s) better. Please confirm that you agree to our use of cookies in accordance with our cookies policy.

By continuing to use our website we will assume that you are happy to receive non-privacy intrusive cookies. Please be aware that if you disable cookies some functionality on the site will not work.

Alternatively, read our cookies policy to find out more about our cookie use and how to disable cookies.


Premier Asset Management is making changes to the Premier Global Utilities fund

13 April 2017

We’ve been advised that the following changes to the Premier Global Utilities fund will take effect from 8 May 2017.

megaphone

The changes will affect the following funds on the Zurich Intermediary Platform:

Fund name Citicode ISIN
Premier Global Utilities Income A Inc GBP BY94 GB0031639882
Premier Global Utilities Income C Inc GBP Clean* BY96 GB0031637738
Premier Global Utilities Income C Acc GBP Clean M25J GB00BTHH0732

*This fund is also on the Sterling ISA and Sterling Investment Account

Name change:

The name of the fund will change to Premier Global Infrastructure Income.

Investment objective:

The investment objective and policy will change as follows:

Current investment objective & policy New investment objective & policy
To provide income together with some long term capital growth To seek to provide investors with a regular and growing income together with long-term capital growth, by investing globally in securities issued by companies operating in the Infrastructure industry
The Fund will invest in (either directly or indirectly) and/or be exposed to corporates and other organisations whose activities address the issues of declining energy and water resources, and those that operate to enhance and improve the use of such resources. The Fund will hold mainly listed equities with no restriction on the proportion of the portfolio that may be invested in a single geographic region or industrial sector, but will seek to maintain a level of regional and sectoral diversification The Fund will invest (either directly or indirectly) in companies involved in ownership and operation of infrastructure assets, including (but not limited to) electricity, water, gas, telecommunications, airports, roads, railways, sea ports and social infrastructure assets (such as hospitals and prisons).  The Fund will hold principally listed equities, but also fixed income investments such as bonds (including hybrid and convertible bonds). The Fund will seek to maintain a reasonable level of regional and sectoral diversification

You can download a copy of the letter from the fund manager here: