Quilter Investors Cirilium Balanced Blend Portfolio U1 (GBP) Accumulation
Category GBP Allocation 40-60% Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
£1.1861
£-0.011 (-0.89%)
Fund Code
CIBUA
BJV3LS5
GB00BJV3LS54
Prices updated as at 04 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 will invest through regulated and unregulated collective investment schemes (which may include those schemes managed or operated by the ACD or an associate of the ACD), investment companies (including investment trusts), exchange traded funds and hedge funds, in order to give exposure to a diversified portfolio of asset classes. It is expected that exposure will vary between equities, fixed interest, property, commodities, cash and currency. Whilst the Fund is actively managed, it will typically hold a minimum of 35% in passive investment vehicles or instruments.
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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Company name
Quilter Investors Limited
Fund launch date
26 Jul 2019
Domicile
United Kingdom
UCITS
Yes
Lead manager
Ian Jensen-Humphreys
Lead manager start date
01 Jun 2020
Lead fund manager biography
Ian is a portfolio manager for the Cirilium and Creation Portfolios. He joined Quilter Investors in March 2020 from Seven Investment Management (7IM), where he was most recently deputy chief investment officer. He joined 7IM in 2016 as a senior investment manager, focusing on derivatives and alternatives within multi-asset portfolios. He also co-managed the 7IM Real Return Fund during this period. Ian started his career at Goldman Sachs, where he spent 15 years specialising in risk management and portfolio hedging strategies, before joining Citigroup where he was responsible for identifying strategic investment solutions for UK pension funds. Ian is a CFA Charterholder and has a degree in Physics from Oxford University.
Lead manager
Sacha Chorley
Lead manager start date
01 May 2021
Lead fund manager biography
Sacha is the manager of the Cirilium, Creation and Compass Portfolios. Sacha joined Quilter Investors in 2011 and has played an important role in the development of the asset allocation and investment tools used across the multi-asset ranges. Prior to joining the business, he worked at Broadstone with their team of economists during the financial crisis, before moving into asset allocation and fund manager research. Sacha is a CFA Charterholder and has a degree in Maths from the University of Bath. 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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