Quilter Investors Cirilium Balanced Portfolio A (GBP) Accumulation

Category GBP Allocation 40-60% Equity

Last buy/sell price

£1.0593

arrow-up£0.00 (+0.03%)

Fund Code

B2Q8V08

GB00B2Q8V089

Prices updated as at 28 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.

Annual performance (%)

Year	This fund	GBP Allocation 40-60% Equity
31 Dec 14 - 31 Dec 15	1.83	1.56
31 Dec 15 - 31 Dec 16	14.84	10.58
31 Dec 16 - 31 Dec 17	8.82	7.45
31 Dec 17 - 31 Dec 18	-7.54	-5.48
31 Dec 18 - 31 Dec 19	10.97	12.41
31 Dec 19 - 31 Dec 20	4.88	4.08
31 Dec 20 - 31 Dec 21	4.82	8.07
31 Dec 21 - 31 Dec 22	-11.81	-10.46
31 Dec 22 - 31 Dec 23	4.92	7.53
31 Dec 23 - 31 Dec 24	3.84	6.74

Trailing returns (%)

Year	This fund	GBP Allocation 40-60% Equity
1 Day	0.03	0.08
1 Month	1.36	1.48
3 Months	1.66	1.77
6 Months	3.07	4.31
1 Year	6.74	9.30
3 Years annualised	0.46	2.67
5 Years annualised	1.49	3.08

Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

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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