Quilter Investors Cirilium Cnsrv R

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Trading AccountISAJISASIPP

Fund Info

  • Yield History2.24%
  • 3 Year sharpe0.07
  • 3 Year alpha-3.7
  • Distribution Typeaccumulation
  • BenchmarkICE LIBOR 1 Month GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.26%
  • IA SectorMixed Investment 0-35% Shares
  • Manager GroupQuilter Investors
  • DomicileUnited Kingdom
  • ISINGB00B6XW5B09

Investment Strategy

To achieve capital growth over a period of five years or more through investment markets both in the UK and overseas. The portfolio is broadly diversified across asset classes, with exposure to equities between 0-30% and with volatility of between 3 and 7%*. * 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 for the Fund is the IA Mixed Investment 0-35% 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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