Quilter Investors Cirilium Adventurous Passive Portfolio R

Quilter Investors Cirilium Adventurous Passive Portfolio R
Quilter Investors Limited
Open Ended Investment Company
Unclassified Sector
0.45 %
Risk Rating
3 Year Sharpe
3 Year Alpha
1.4 %
To achieve capital growth over a period of five years or more through investment in markets both in the UK and overseas. The portfolio is broadly diversified across asset classes, with exposure to equities between 55-100% and with volatility of between 15 and 19%*. * The volatility range is a target, based on long term actuarial assumptions and the Fund is managed to stay within this range most of the time. The volatility range is regularly reviewed and may change from time to time due to changes in these assumptions.
Holding %
iShares North American Eq Idx (UK) L Acc 33.66 %
Vanguard FTSE North America UCITS ETF 26.30 %
iShares Continen Eurp Eq Idx (UK) L Acc 15.52 %
iShares Emerging Mkts Eq Idx (UK) L Acc 9.66 %
iShares Japan Equity Index (UK) L Acc 8.75 %
iShares Pacific ex Jpn Eq Idx (UK) L Acc 5.57 %
Region %
United States 57.08 %
Eurozone 9.93 %
Japan 8.79 %
Asia - Emerging 6.57 %
Europe - ex Euro 5.41 %
Sector %
Technology 18.12 %
Financial Services 15.88 %
Healthcare 13.49 %
Consumer Cyclical 10.32 %
Industrials 9.86 %
Communication Services 9.69 %
Consumer Defensive 8.63 %
Quilter Investors Limited
EC4V 4AD, London, United Kingdom
Legal Structure
Open Ended Investment Company


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.

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