Quilter Investors Cirilium Balanced Passive Portfolio R (GBP) Accumulation

Category GBP Allocation 40-60% Equity
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

£1.8829

arrow-up£0.00 (+0.00%)

Fund Code

CIBRA

B7VWLQ6

GB00B7VWLQ60

Prices updated as at 21 Mar 2025
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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 has exposure to securities of UK and overseas companies, fixed interest securities, cash, money-market instruments and deposits. The Fund will obtain this exposure by investing in a combination of collective investment schemes (which may include those schemes managed or operated by the ACD or an associate of the ACD) and exchange traded funds.
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 riskBelow Average
Morningstar rating
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5 - year
Morningstar returnAverage
Morningstar riskBelow Average
Morningstar rating
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10 - year
Morningstar returnAbove Average
Morningstar riskBelow Average
Morningstar rating
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Overall
Morningstar returnAbove Average
Morningstar riskBelow Average
Morningstar rating
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Potentially lower returns
Potentially higher returns

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

Risk measures as of 28 Feb 2025

Ratios
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1 year3 years
0.52-0.76
0.650.79
-0.46-0.32
70.5883.14
0.980.01
3.656.46
2.603.02


Important Information

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