Quilter Inv Creation Cnsrv R (GBP) Acc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History1.84%
  • 3 Year sharpe-0.02
  • 3 Year alpha-3.59
  • Distribution Typeaccumulation
  • BenchmarkIA Mixed Investment 0-35% Shares
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.10%
  • IA SectorUnclassified Sector
  • Manager GroupQuilter Investors
  • DomicileUnited Kingdom

Investment Strategy

The investment objective of the Fund is to achieve capital growth over a period of five years or more. The portfolio is diversified across asset classes, with exposure to equities between 0% and 35% and with volatility of between 3% and 7%. 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. In addition, the portfolio may indirectly hold property and commodities by investing in collective investment schemes, transferable securities and derivatives. The collective investment schemes in which the Fund invests may include schemes which are managed or operated by the ACD or an associate of the ACD. The Fund targets a volatility level reflective of its asset allocation.

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