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Quilter Investors Cirilium Moderate Blend Portfolio U1 GBP Acc

  • Fund Info & charges
  • Performance
  • Fund breakdown
  • Dividend History
Fund Provider Quilter Investors Limited
Fund Summary Capital growth over a period of 5 years or more. The Fund is broadly diversified with exposure to company shares (i.e. equities)between 40-85% and with volatility of between 9 and 13%
SEDOL code BJV3LY1
ISIN GB00BJV3LY15
Fund code CIMUA
Managers Paul Craig
Manager Tenure Currently unavailable
Morningstar Category GBP Moderately Adventurous Allocation
IMA Sector Volatility Managed
Fund Size Currently unavailable
Fund Type OEIC
Management Style Active
Ongoing Charge Figure (OCF) 0.85%
Cavendish ongoing charge 0.05%
FundsNetwork Service Fee 0.20%
Minimum Initial Investment £25
Minimum Top Up £25
Minimum Monthly Investment £25
Sell Price £1.0034
Buy Price £1.0034
Price Change +0.0499%
Price Date 6th December 2019
Yield Currently unavailable
Dividend Frequency Yearly
ISA Eligible Yes
SIPP Eligible Yes
Inception Date 28th October 2019
Fund Status OPEN
Paul Craig is manager of the Cirilium Multi-Asset Portfolios, and a member of multi-asset team at Old Mutual Global Investors (OMGI). He joined OMGI in December 2014 from Henderson, following OMGI’s acquisition of Cirilium. Paul has managed the Cirilium portfolios since 2009, taking on these responsibilities shortly after the inception of the range. He has also acted as a non-executive director of two investment trusts. Paul brings with him 25 years of experience in the asset management industry. He started his financial career at Chase Manhattan International before moving to LTCB International as a trader’s assistant and Exeter Investment Group as a fund of funds manager. He then went on to New Star, before joining Henderson when it acquired New Star.

3-year Mean Monthly Return: Currently unavailable

Annual Returns Currently Unavailable
Benchmark Performance
(GBP Moderately Adventurous Allocation)
Currently Unavailable
Time Period Cumulative Benchmark Performance
(GBP Moderately Adventurous Allocation)
Fund Compared to Benchmark
1 day -0.15% -1.62% +1.47%
1 week -1.42% -0.57% -0.85%
1 month -0.56% -0.04% -0.51%
3 months 1.61% -0.76% +2.37%
6 months Currently unavailable Currently unavailable Currently unavailable
1 year Currently unavailable Currently unavailable Currently unavailable
3 years Currently unavailable Currently unavailable Currently unavailable
5 years Currently unavailable Currently unavailable Currently unavailable
10 years Currently unavailable Currently unavailable Currently unavailable
YTD Currently unavailable Currently unavailable Currently unavailable
Since inception 0.75% Currently unavailable Currently unavailable

Currently unavailable

Currently unavailable