Quilter Investors Cirilium Conservative Passive Portfolio R (GBP) Accumulation

Category GBP Allocation 20-40% Equity

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

Last buy/sell price

£1.5161

arrow-down£-0.001 (-0.05%)

Fund Code

CICPR

B8BKRY7

GB00B8BKRY79

Prices updated as at 13 Dec 2024

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.

Annual performance (%)

Year	This fund	GBP Allocation 20-40% Equity
30 Sep 13 - 30 Sep 14	4.68	5.07
30 Sep 14 - 30 Sep 15	2.48	1.32
30 Sep 15 - 30 Sep 16	15.45	10.35
30 Sep 16 - 30 Sep 17	2.14	3.28
30 Sep 17 - 30 Sep 18	1.81	1.20
30 Sep 18 - 30 Sep 19	6.78	4.44
30 Sep 19 - 30 Sep 20	2.11	0.13
30 Sep 20 - 30 Sep 21	4.42	7.13
30 Sep 21 - 30 Sep 22	-9.92	-11.07
30 Sep 22 - 30 Sep 23	2.64	3.13
30 Sep 23 - 30 Sep 24	10.54	10.89

Trailing returns (%)

Year	This fund	GBP Allocation 20-40% Equity
1 Day	-0.05	-0.03
1 Month	1.23	1.21
3 Months	0.99	1.06
6 Months	3.36	3.76
1 Year	7.60	8.23
3 Years annualised	0.53	0.11
5 Years annualised	2.04	1.80

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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