Quilter Inv Creation Dynamic Portfolio A GBP Acc

Ranked 180 out of 262 in - Aggressive GBP over 12 months
All calculations are in GBP unless stated

Managed by

Anthony Gillham

Objective

The Fund aims to achieve long-term capital growth by investing in a diversified range of asset classes. The risk profile of the Fund is moderately aggressive with a significant majority, 60% to 80%, invested in equities but with some exposure to more defensive asset classes.

Showing fund performance in United Kingdom View performance globally

Performance

Aggressive GBP over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 8.3%
2018 -11.4% -6.6% 5.0% 1.2% -10.8%
2017 9.1% 3.5% 1.2% 0.5% 3.6%
2016 8.8% -2.7% 1.6% 6.4% 3.4%
2015 -1.0% 4.2% -0.9% -8.8% 5.1%
2014 3.7% 0.4% 0.3% 0.6% 2.3%
2013 13.3% 7.8% -1.5% 3.1% 3.4%
2012 12.6% 7.6% -4.3% 4.7% 4.5%
2011 -7.4% 0.2% 0.3% -11.5% 4.1%
2010 15.0% 5.9% -6.2% 8.4% 6.8%
2009 21.0% -6.7% 8.6% 16.3% 2.8%
2008 -10.1% -7.3%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
Quilter Investors Global Dynamic Equity A GBP 16.88%
Merian UK Alpha R GBP Accu 7.24%
Quilter Investors Equity 1 Fund A GBP 5.33%
Merian Global Equity Income (IRL) R GBP Inc 4.76%
Merian Global Emerging Markets U2 (GBP) Acc 4.43%
Quilter Investors EM Eq Growth U2 GBP Acc 4.01%
Quilter Investors Japanese Equity Fund A Acc 3.36%
BCIF UK Equity Tracker L Acc 3.08%
BCIF Emerging Markets Equity Tracker L Acc 3.02%
Quilter Investors US Equity Growth Fund U2 GBP Acc 2.58%
28/02/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date28/04/2008
  • Share Class size43Mn
  • Base currencyGBP
  • ISIN GB00B2Q7X657

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management1.25%
  • Initial investment5.00%

Related News

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).