Quilter Investors Cirilium Balanced R

Fund

Fund Info

  • Yield History1.58%
  • 3 Year sharpe1.14
  • 3 Year alpha2.23
  • Distribution Typeaccumulation
  • BenchmarkICE LIBOR 1 Month GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.24%
  • SectorMixed Investment 20-60% Shares
  • Manager GroupQuilter Investors
  • DomicileUnited Kingdom
  • ISINGB00B2Q8V204

Investment Strategy

To achieve long term capital growth through investment markets both in the UK and overseas. The portfolio will be cautious in that it will be broadly diversified across asset classes, but with a maximum exposure of 60% to equities and with a maximum volatility of 10%.