Quilter Inv Creation Advnturs R GBP Acc


Fund Info

  • Yield History1.06%
  • 3 Year sharpe-
  • 3 Year alpha-
  • Distribution Typeaccumulation
  • BenchmarkN/A
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.10%
  • SectorUnclassified Sector
  • Manager GroupQuilter Investors
  • DomicileUnited Kingdom
  • ISINGB00BZ4TK293

Investment Strategy

To achieve long-term capital growth with a maximum volatility of 19%. The Fund will invest in a diversified portfolio of assets which will include between 80% and 100% of the portfolio in equities. The remaining asset classes may include some or all of fixed income, cash, money market instruments and currencies. Such investment will be made either directly by investing in such instruments or indirectly by investing in collective investment schemes. In addition, the portfolio may indirectly hold property and commodities by investing in collective investment schemes, transferable securities and derivatives. The Fund targets a volatility level reflective of its asset allocation.

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