Quilter Investors Cirilium Moderate Passive Portfolio R

Name
Quilter Investors Cirilium Moderate Passive Portfolio R
Manager
Quilter Investors Limited
Type
Open Ended Investment Company
ISIN
GB00B8Y8NJ51
Sector
Unclassified Sector
Launched
08/02/2013
OCF
0.45 %
Risk Rating
3
3 Year Sharpe
0.94
3 Year Alpha
-0.11
Yield
1.8 %
Benchmark
ICE LIBOR 1 Month GBP
The investment aims to achieve long term capital growth. The portfolio will be moderate in that it will be broadly diversified across asset classes, but with typically a maximum exposure of 75% to equities and with a maximum volatility of 13%.
Holding %
Vanguard Global Bond Index Ins+ GBPH Acc 31.35 %
iShares North American Eq Idx (UK) L Acc 26.22 %
iShares UK Equity Index (UK) L Acc 24.20 %
iShares Continen Eurp Eq Idx (UK) L Acc 6.82 %
iShares Emerging Mkts Eq Idx (UK) L Acc 4.34 %
iShares Japan Equity Index (UK) L Acc 3.64 %
iShares Pacific ex Jpn Eq Idx (UK) L Acc 2.42 %
Region %
United States 38.76 %
United Kingdom 32.11 %
Eurozone 7.02 %
Japan 5.55 %
Sector %
Financial Services 17.82 %
Technology 13.73 %
Consumer Cyclical 11.93 %
Consumer Defensive 11.13 %
Healthcare 11.08 %
Industrials 10.41 %
Energy 8.02 %
Basic materials 6.19 %
Name
Quilter Investors Limited
Address
EC4V 4AD, London, United Kingdom
UCITS
No
Legal Structure
Open Ended Investment Company

Managers

Paul Craig
Joined 02/08/2013

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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