Quilter Investors Cirilium Moderate Portfolio R (GBP) Accumulation

Category GBP Allocation 60-80% Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

£2.8858

arrow-down£-0.005 (-0.18%)

Fund Code

CIMDA

B2Q8TQ0

GB00B2Q8TQ06

Prices updated as at 14 Jan 2025

Prices in GBP

Investment objective

To achieve capital growth over a period of five years or more through investment in markets both in the UK and overseas. The Fund invests through regulated and unregulated collective investment schemes (which may include those schemes managed or operated by the ACD or an associate of the ACD), investment companies (including investment trusts), exchange traded funds and hedge funds. It is expected that exposure will vary between equities, fixed interest, property, commodities, cash and currency.

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 Rating^TM (relative to category)

3 - year
Morningstar return	Below Average
Morningstar risk	Average
Morningstar rating	star-filledstar-filled
5 - year
Morningstar return	Below Average
Morningstar risk	Above Average
Morningstar rating	star-filledstar-filled
10 - year
Morningstar return	Below Average
Morningstar risk	Above Average
Morningstar rating	star-filledstar-filled
Overall
Morningstar return	Below Average
Morningstar risk	Above Average
Morningstar rating	star-filledstar-filled

Potentially lower returns

Potentially higher returns

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

Risk measures as of 31 Dec 2024

Ratios chevron-l-regular chevron-r-regular	1 year	3 years
	-2.84	-4.46
	0.79	0.91
	-2.27	-1.22
	86.38	80.21
	0.38	-0.41
	4.29	8.59
	1.90	3.82

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.

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