Quilter Inv Cirilium Balanced Pasv R

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History1.44%
  • 3 Year sharpe0.84
  • 3 Year alpha-0.6
  • Distribution Typeaccumulation
  • BenchmarkNot Benchmarked
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.38%
  • IA SectorUnclassified Sector
  • Manager GroupQuilter Investors
  • DomicileUnited Kingdom

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 Fund has exposure to securities of UK and overseas companies, fixed interest securities, cash, money-market instruments and deposits. The Fund will obtain this exposure by investing in a combination of collective investment schemes (which may include those schemes managed or operated by the ACD or an associate of the ACD) and exchange traded funds.

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