Quilter Inv Cirilium Moderate Pasv R

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Trading AccountISAJISASIPP

Fund Info

  • Yield History2.17%
  • 3 Year sharpe0.25
  • 3 Year alpha0.3
  • Distribution Typeaccumulation
  • BenchmarkICE LIBOR 1 Month GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.45%
  • IA SectorUnclassified Sector
  • Manager GroupQuilter Investors
  • DomicileUnited Kingdom
  • ISINGB00B8Y8NJ51

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 40-75% and with volatility of between 9 and 13%*. * 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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