Quilter Investors Cirilium Dynamic Blend Portfolio U1 (GBP) Accumulation

Category GBP Allocation 80%+ Equity

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

Last buy/sell price

£1.3797

arrow-up£0.004 (+0.28%)

Fund Code

CIDUA

BJV3M37

GB00BJV3M378

Prices updated as at 15 Nov 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 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.

Company name

Quilter Investors Limited

Fund launch date

26 Jul 2019

Domicile

United Kingdom

UCITS

Yes

Fund manager

Ian Jensen-Humphreys

Manager start date

01 Jun 2020

Fund manager biography

Ian is manager of the Cirilium Blend and Generation portfolio ranges. He joined the business 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 the multi-asset portfolios, and also co-managed the 7IM Real Return Fund. 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.

Fund manager

Sacha Chorley

Manager start date

01 May 2021

Fund manager biography

Sacha is manager of the Compass Portfolios, and manager on the Creation and Cirilium Blend Portfolios. He joined the business 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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