Quilter Investors Creation Balanced Portfolio A (GBP) Accumulation
Category GBP Allocation 40-60% Equity
Last buy/sell price
£0.8455
£0.00 (+0.02%)
Fund Code
B2Q7WY6
GB00B2Q7WY69
Prices updated as at 09 Jan 2025
Prices in GBP
Investment objective
To achieve capital growth over a period of five years or more. The Fund invests in a diversified portfolio of assets. It is expected that exposure will be to equities, fixed income, cash, money market instruments and currencies. Such investment will be made either directly by investing in such instruments or indirectly by investing in collective investment schemes. In addition, the portfolio may indirectly hold property and commodities by investing in collective investment schemes, transferable securities and derivatives. The collective investment schemes in which the Fund invests may include schemes which are managed or operated by the ACD or an associate of the ACD.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Company name
Quilter Investors Limited
Fund launch date
28 Apr 2008
Domicile
United Kingdom
UCITS
Yes
Fund manager
Sacha Chorley
Manager start date
08 May 2019
Fund manager biography
Sacha is manager of the Compass Portfolios, and manager on the Creation and Cirilium Blend Portfolios. He joined the business in 2011 and has played an important role in the development of the asset allocation and investment tools used across the multi-asset ranges. Prior to joining the business, he worked at Broadstone with their team of economists during the financial crisis, before moving into asset allocation and fund manager research.
Sacha is a CFA Charterholder and has a degree in Maths from the University of Bath. He has also completed the Chartered Alternative Investment Analyst (CAIA) qualification.
Fund manager
Ian Jensen-Humphreys
Manager start date
01 Jul 2021
Fund manager biography
Ian is manager of the Cirilium Blend and Generation portfolio ranges. He joined the business in March 2020 from Seven Investment Management (7IM), where he was most recently deputy chief investment officer. He joined 7IM in 2016 as a senior investment manager, focusing on derivatives and alternatives within the multi-asset portfolios, and also co-managed the 7IM Real Return Fund. Ian started his career at Goldman Sachs, where he spent 15 years specialising in risk management and portfolio hedging strategies, before joining Citigroup where he was responsible for identifying strategic investment solutions for UK pension funds. Ian is a CFA Charterholder and has a degree in Physics from Oxford University.
Head office
Senator House, 85 Queen Victoria Street
London
United Kingdom
EC4V 4AB
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