Quilter Investors Creation Balanced Portfolio A (GBP) Accumulation

Category GBP Allocation 40-60% Equity
star-filledstar-filled
Last buy/sell price

£0.8482

arrow-up£0.001 (+0.15%)

Fund Code

B2Q7WY6

GB00B2Q7WY69

Prices updated as at 21 Mar 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.

Morningstar RatingTM (relative to category)

3 - year
Morningstar returnAverage
Morningstar riskLow
Morningstar rating
star-filledstar-filledstar-filled
5 - year
Morningstar returnBelow Average
Morningstar riskBelow Average
Morningstar rating
star-filledstar-filled
10 - year
Morningstar returnBelow Average
Morningstar riskBelow Average
Morningstar rating
star-filledstar-filled
Overall
Morningstar returnBelow Average
Morningstar riskBelow Average
Morningstar rating
star-filledstar-filled

  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
Potentially lower returns
Potentially higher returns

Source: Fidelity (FIL Investment SVCS (UK) Ltd)

Risk measures as of 28 Feb 2025

Ratios
chevron-l-regular
chevron-r-regular
1 year3 years
-2.31-1.50
0.720.68
-1.99-0.58
85.5587.13
0.29-0.15
3.715.40
1.943.04


Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.


Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.
© Copyright 2025 Morningstar. All rights reserved.