Quilter Investors Divers R (GBP) Acc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History1.51%
  • 3 Year sharpe0.08
  • 3 Year alpha-3.62
  • Distribution Typeaccumulation
  • BenchmarkCPI + 4.0%
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.06%
  • IA SectorMixed Investment 20-60% Shares
  • Manager GroupQuilter Investors
  • DomicileUnited Kingdom
  • ISINGB00B83Y7L45

Investment Strategy

The Fund aims to provide capital growth by outperforming the annual rate of the UK Consumer Price Index (CPI) by 4%, net of charges, over rolling seven year periods. The Fund will invest through collective investment schemes (which may include 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. It is expected that exposure will vary between equities (between 20% and 60%), investment grade and/or sub-investment grade bonds, property, commodities, currency and derivatives.

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