Quilter Inv Generation CPI+ 4 R GBP Inc

Fund

Fund Info

  • Yield History2.80%
  • 3 Year sharpe0.41
  • 3 Year alpha-2.39
  • Distribution Typeincome
  • BenchmarkUK CPI + 4%
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.09%
  • SectorUnclassified Sector
  • Manager GroupQuilter Investors
  • DomicileUnited Kingdom
  • ISINGB00B8C0X603

Investment Strategy

The Fund aims to achieve an annual return of 4% above the UK rate of inflation over the medium term through a combination of the returns on income and capital by gaining exposure to a diversified range of asset classes. The Fund will invest through collective investment schemes (up to 100% of the value of the Fund, including those that are managed or operated by the ACD or an associate of the ACD) in order to give exposure to a diversified portfolio of asset classes including, but not limited to, equities, fixed interest, property, commodities (only via collective investment schemes) and currency.

Latest news

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