Quilter Investors Monthly Income Portfolio

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Quilter Investors Monthly Income Portfolio U1 (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

£1.173

arrow-down£-0.003 (-0.26%)

Fund Code

QIMUA

BJMXGV2

GB00BJMXGV21

Prices updated as at 14 May 2025
|
Prices in GBP
Investment objective
The Fund aims to provide income with the potential for some capital growth over a period of five years or more. The Fund will invest through collective investment schemes (up to 100% of the value of the Fund, including those that are managed or operated by the ACD or an associate of the ACD) in order to give exposure to a diversified portfolio of asset classes. It is expected that exposure will be to equities, fixed interest, property, commodities and currency. Whilst the Fund is actively managed, it will typically hold a minimum of 35% in passive investment vehicles or instruments. The use of passive investment vehicles or instruments when blended with active vehicles and instruments will form part of the overall strategy to meet the Fund’s objective.
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.
Company name
Quilter Investors Limited
Fund launch date
26 Jun 2019
Domicile
United Kingdom
UCITS
Yes
Lead manager
Helen Bradshaw
Lead manager start date
26 Jun 2019
Lead fund manager biography
Helen is a portfolio manager for the WealthSelect and Monthly Income portfolios. She joined Quilter Investors in January 2019 having spent 15 years at Janus Henderson Investors. Whilst at Janus Henderson she ran a number of multi-asset strategies, with a particular focus on multi-asset income. Helen holds an LLB law degree from Exeter University; the Legal Practice Course from the University of Law, Guildford and the Investment Management Certificate.
Lead manager
CJ Cowan
Lead manager start date
01 May 2021
Lead fund manager biography
CJ is a portfolio manager for the Cirilium and Monthly Income Portfolios. He joined Quilter Investors in August 2018 from Aberdeen Standard Investments where he worked in the Global Macro team, managing global government bond and global aggregate portfolios. CJ is a CFA Charterholder and has a degree in Economics from the University of Bristol and an MPhil in Economic and Social History from Brasenose College, Oxford. He has also completed the Chartered Alternative Investment Analyst (CAIA) qualification.
Head office
Senator House, 85 Queen Victoria Street
London
United Kingdom
EC4V 4AB
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