Quilter Inv Cirilium Moderate Blend U1 £

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History1.02%
  • 3 Year sharpe-
  • 3 Year alpha-
  • Distribution Typeaccumulation
  • BenchmarkIA Mixed Investment 40-85% Shares
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.85%
  • IA SectorVolatility Managed
  • Manager GroupQuilter Investors
  • DomicileUnited Kingdom
  • ISINGB00BJV3LY15

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 will invest through regulated and unregulated collective investment schemes (which may include those schemes managed or operated by the ACD or an associate of the ACD), investment companies (including investment trusts), exchange traded funds and hedge funds, in order to give exposure to a diversified portfolio of asset classes. It is expected that exposure will vary between equities, fixed interest, property, commodities, cash and currency. Whilst the Fund is actively managed, it will typically hold a minimum of 35% in passive investment vehicles or instruments.

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