Quilter Inv Creation Mod R (GBP) Acc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History1.68%
  • 3 Year sharpe0.09
  • 3 Year alpha-3.87
  • Distribution Typeaccumulation
  • BenchmarkNot Benchmarked
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.10%
  • IA SectorUnclassified Sector
  • Manager GroupQuilter Investors
  • DomicileUnited Kingdom
  • ISINGB00B8HHRQ45

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 35% and 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. The performance comparator is IA Mixed Investment 40-85% Shares Sector average performance. This sector is considered appropriate on the basis that the Fund’s equity exposure over time is expected to be similar to that of the average fund in this sector. The Fund is not managed with reference to a benchmark.

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