Quilter Inv Cirilium Advnturs Pasv R

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Trading AccountISAJISASIPP

Fund Info

  • Yield History1.33%
  • 3 Year sharpe0.49
  • 3 Year alpha3.97
  • Distribution Typeaccumulation
  • BenchmarkN/A
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.45%
  • IA SectorUnclassified Sector
  • Manager GroupQuilter Investors
  • DomicileUnited Kingdom
  • ISINGB00BF2C6F56

Investment Strategy

To achieve capital growth over a period of five years or more through investment in markets both in the UK and overseas. The portfolio is broadly diversified across asset classes, with exposure to equities between 55-100% and with volatility of between 15 and 19%*. * The volatility range is a target, based on long term actuarial assumptions and the Fund is managed to stay within this range most of the time. The volatility range is regularly reviewed and may change from time to time due to changes in these assumptions.

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