Quilter Investors Cirilium Moderate Passive 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

£2.1886

arrow-down£-0.004 (-0.21%)

Fund Code

CIMRA

B8Y8NJ5

GB00B8Y8NJ51

Prices updated as at 25 Apr 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 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 60-80% Equity
31 Mar 14 - 31 Mar 15	14.34	10.85
31 Mar 15 - 31 Mar 16	-1.88	-2.93
31 Mar 16 - 31 Mar 17	23.83	17.37
31 Mar 17 - 31 Mar 18	-0.13	1.40
31 Mar 18 - 31 Mar 19	6.89	3.97
31 Mar 19 - 31 Mar 20	-6.38	-8.04
31 Mar 20 - 31 Mar 21	25.31	26.61
31 Mar 21 - 31 Mar 22	6.92	5.02
31 Mar 22 - 31 Mar 23	-3.18	-4.73
31 Mar 23 - 31 Mar 24	11.45	10.39
31 Mar 24 - 31 Mar 25	5.74	3.05

Trailing returns (%)

Year	This fund	GBP Allocation 60-80% Equity
1 Day	-0.21	0.47
1 Month	-3.35	-3.39
3 Months	-5.32	-5.89
6 Months	-1.73	-2.46
1 Year	3.37	2.54
3 Years annualised	4.33	3.20
5 Years annualised	7.07	6.41

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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