Quilter Inv Creation Cnsrv R (GBP) Acc

This fund can be held in

Fund Info

  • Yield History1.68%
  • 3 Year sharpe0.63
  • 3 Year alpha0.89
  • Distribution Typeaccumulation
  • BenchmarkNot Benchmarked
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.10%
  • SectorUnclassified Sector
  • Manager GroupQuilter Investors
  • DomicileUnited Kingdom

Investment Strategy

To achieve long-term capital growth with a maximum volatility of 7%. The Fund will invest in a diversified portfolio of assets which will include up to 35% 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.

Latest news

Currently there for this fund. Visit our news hub for other news .