Quilter Investors Cirilium Adventurous Passive Portfolio R

Name
Quilter Investors Cirilium Adventurous Passive Portfolio R
Manager
Quilter Investors Limited
Type
Open Ended Investment Company
ISIN
GB00BF2C6F56
Sector
Unclassified Sector
Launched
01/06/2017
OCF
0.45 %
Yield
1.2 %
Benchmark
N/A
To achieve long term capital growth through investment in markets both in the UK and overseas. The Fund will typically have a maximum exposure of 100% to equities with a maximum volatility of 19%.
Holding %
iShares North American Eq Idx (UK) L Acc 33.78 %
Vanguard FTSE North America UCITS ETF 26.10 %
iShares Continen Eurp Eq Idx (UK) L Acc 15.68 %
iShares Emerging Mkts Eq Idx (UK) L Acc 10.11 %
iShares Japan Equity Index (UK) L Acc 8.44 %
iShares Pacific ex Jpn Eq Idx (UK) L Acc 5.69 %
Region %
United States 56.89 %
Eurozone 10.24 %
Japan 8.40 %
Asia - Emerging 6.26 %
Europe - ex Euro 5.06 %
Sector %
Technology 19.09 %
Financial Services 18.30 %
Consumer Cyclical 11.85 %
Healthcare 11.46 %
Industrials 10.81 %
Consumer Defensive 8.24 %
Energy 5.30 %
Name
Quilter Investors Limited
Address
EC4V 4AD, London, United Kingdom
UCITS
No
Legal Structure
Open Ended Investment Company

Managers

Paul Craig
Joined 06/01/2017

Paul Craig is manager of the Cirilium Multi-Asset Portfolios, and a member of multi-asset team at Old Mutual Global Investors (OMGI). He joined OMGI in December 2014 from Henderson, following OMGI’s acquisition of Cirilium. Paul has managed the Cirilium portfolios since 2009, taking on these responsibilities shortly after the inception of the range. He has also acted as a non-executive director of two investment trusts. Paul brings with him 25 years of experience in the asset management industry. He started his financial career at Chase Manhattan International before moving to LTCB International as a trader’s assistant and Exeter Investment Group as a fund of funds manager. He then went on to New Star, before joining Henderson when it acquired New Star.

Data provided by Morningstar.

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