Quilter Investors Cirilium Dynamic Passive Portfolio R (GBP) Accumulation

Category GBP Allocation 80%+ Equity
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

£2.5916

arrow-up£0.022 (+0.84%)

Fund Code

CIDRA

B909QP6

GB00B909QP60

Prices updated as at 02 May 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 focuses on index tracking (passive) investments. 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 (%)

YearThis fundGBP Allocation 80%+ Equity
31 Mar 14 - 31 Mar 1514.9511.07
31 Mar 15 - 31 Mar 16-2.71-3.53
31 Mar 16 - 31 Mar 1727.5818.97
31 Mar 17 - 31 Mar 18-0.302.25
31 Mar 18 - 31 Mar 198.094.55
31 Mar 19 - 31 Mar 20-9.54-9.43
31 Mar 20 - 31 Mar 2133.3832.92
31 Mar 21 - 31 Mar 2210.726.16
31 Mar 22 - 31 Mar 23-2.14-4.01
31 Mar 23 - 31 Mar 2414.1812.64
31 Mar 24 - 31 Mar 256.902.51

Trailing returns (%)

YearThis fundGBP Allocation 80%+ Equity
1 Day0.840.66
1 Month-0.87-0.72
3 Months-4.38-6.77
6 Months1.14-1.30
1 Year6.192.89
3 Years annualised6.553.66
5 Years annualised9.437.20
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.


Important Information

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