Quilter Inv Creation Bal R (GBP) Acc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History1.77%
  • 3 Year sharpe0.02
  • 3 Year alpha-4.53
  • Distribution Typeaccumulation
  • BenchmarkIA Mixed Investment 20-60% Shares
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.10%
  • IA SectorUnclassified Sector
  • Manager GroupQuilter Investors
  • DomicileUnited Kingdom
  • ISINGB00B83XQD69

Investment Strategy

To achieve capital growth over a period of five years or more. The portfolio is diversified across asset classes, with exposure to equities between 15% and 55% and with volatility of between 6% and 10%. The Fund invests in a diversified portfolio of assets. It is expected that exposure will be to equities, 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.

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