Quilter Investors Creation Conservative Portfolio

Select share classes
There is only one type of share class for this fund.

Quilter Investors Creation Conservative Portfolio U1 (GBP) Accumulation

Category GBP Allocation 20-40% Equity


star-filledstar-filled
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

£1.217

arrow-up£0.00 (+0.00%)

Fund Code

QCCUA

B73MGD6

GB00B73MGD66

Prices updated as at 26 Sep 2024
|
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.

Annual charges

Product charges
0.97
0.28
No
-
0.00
0.00
Minimum investment25.00

Documents

Document nameDate postedDownload
Key Information Document / Technical Guide 16 Feb 2024pdf
Annual Reports 31 Oct 2023pdf
Interim Short Report 31 Oct 2023pdf
Annual Short Report 30 Apr 2023pdf
Interim Reports 30 Apr 2012pdf
Please note that service charges will also apply. Read more about our fees.

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 2024 Morningstar. All rights reserved.