UTM IM runs 12 funds available to UK investors on Funds Benchmark, with £24M in combined assets under management. The book is concentrated in Equity (6 funds), Fixed Interest (3 funds), Hedge (1 fund), with smaller allocations across 2 other asset classes. Every fund below links to a live detail page with its latest price, factsheet-style performance over 1Y / 3Y / 5Y, fees and full holdings — all comparable side by side against benchmark and peers.
| # | Fund | 1Y | AUM | OCF |
|---|---|---|---|---|
| 1 |
Fixed Interest United Kingdom
GB0034291293
|
— | £10M | — |
| 2 |
Equity Global
GB00B0FLCK18
|
— | £7M | — |
| 3 |
Equity United States
GB0007551285
|
— | £2M | — |
| 4 |
Equity Global
GB0002914397
|
— | £2M | — |
| 5 |
Equity United Kingdom
GB0030986151
|
— | £940K | — |
| 6 |
Hedge United Kingdom
IM00B1HDLV63
|
— | £825K | — |
| 7 |
Fixed Interest Global
IM00B5ZNGG61
|
— | £709K | — |
| 8 |
Mixed Asset Global
IM00B6473J88
|
— | £9K | — |
| 9 |
Equity Global
GB0007525834
|
— | — | — |
| 10 |
Fixed Interest Global
GB00B06GCV68
|
— | — | — |
| 11 |
Structured Products Global
GB00B06GD246
|
— | — | — |
| 12 |
Equity United States
IM00B469D092
|
— | — | — |
UTM IM has 12 funds covered by Funds Benchmark across Equity, Fixed Interest, Hedge, Mixed Asset, Structured Products.
See every UTM IM fund in one place, then pick up to 5 to compare on performance, holdings and fees.
Every UTM IM fund's detail page on Funds Benchmark shows its latest price (NAV), cumulative and discrete performance, ongoing charge, fund size and full holdings — the same data a factsheet carries, kept current from FE fundinfo and shown side by side against benchmark and peers.
We list 12 UTM IM funds available to UK investors. Not every share class is offered by every platform — check your broker's fund list before placing an order. Use the search above each fund to see its full ISIN and pricing details.
UTM IM's largest exposure is in Equity alongside 4 other asset classes . The full breakdown by count is shown above. You can also filter the firm's funds by asset class using the buttons on the Fund Finder.
Open any UTM IM fund's detail page to see its quartile rank against peers in the same IA sector, cumulative and discrete performance over 1Y / 3Y / 5Y, risk metrics (volatility, Sharpe, max drawdown), and full holdings breakdown. Performance data is from FE fundinfo and refreshed monthly.
OCF data isn't currently available across the full UTM IM range. Individual share classes vary — institutional and clean retail classes are typically cheaper than legacy retail classes with embedded platform fees. Each fund's detail page shows the OCF for that specific share class.
The table above lists every UTM IM fund we cover, sortable by AUM, 1Y / 3Y / 5Y return, and ongoing charge. The Fund Finder offers more granular filtering across multiple managers at once.
