Quilter Inv Generation CPI+ 3 R GBP Inc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History2.80%
  • 3 Year sharpe-0.19
  • 3 Year alpha-4.29
  • Distribution Typeincome
  • BenchmarkUK CPI + 3%
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.14%
  • IA SectorUnclassified Sector
  • Manager GroupQuilter Investors
  • DomicileUnited Kingdom
  • ISINGB00B800ND91

Investment Strategy

The Fund aims to achieve a total return (the combination of income and capital growth), by outperforming the annual rate of the UK Consumer Price Index (CPI) by 3%, net of charges, over rolling five year periods. Although the Fund aims to achieve a positive return over rolling five year periods, capital invested is, in fact, at risk and there is no guarantee that a positive return will be generated over that time period or any other time period. The Fund invests through collective investment schemes in order to give exposure to a diversified portfolio of asset classes. It is expected that exposure will vary between equities, fixed interest, property, commodities and currency.

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