Quilter Investors Creation Balanced Portfolio A (GBP) Accumulation
Category GBP Allocation 40-60% Equity
Last buy/sell price
£0.8618
£-0.001 (-0.10%)
Fund Code
B2Q7WY6
GB00B2Q7WY69
Prices updated as at 21 Feb 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
Fund status | Open |
Fund type | Open Ended Investment Company |
Fund manager | Sacha Chorley, Ian Jensen-Humphreys, CJ Cowan |
0.87 | |
0.81 | |
Fund comparative index | IA Mixed Investment 20-60% Shares |
Unclassified Sector | |
- | |
1.52 | |
0.34 | |
- | |
GBP Allocation 40-60% Equity | |
No | |
Fund provider | Quilter Investors Limited |
Share class launch date | 28 Apr 2008 |
£95.04m | |
- | |
- | |
- | |
Semi-Annually |
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.