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Quilter Invest Creation Moderate Portfolio A GBP

Ranked 288 out of 395 in - Balanced 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 broadly balanced with a majority, 50% to 75%, invested in equities and the remainder in more defensive asset classes.

Showing fund performance in United Kingdom View performance globally

Performance

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

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 6.8%
2018 -9.7% -5.2% 3.3% 0.8% -8.6%
2017 7.6% 3.3% 1.2% 0.4% 2.6%
2016 8.1% -2.4% 1.5% 6.2% 2.8%
2015 -0.4% 4.5% -0.9% -8.0% 4.5%
2014 2.8% 0.6% 0.6% 0.4% 1.1%
2013 11.5% 7.0% -1.7% 2.8% 3.1%
2012 12.1% 6.7% -3.6% 4.5% 4.3%
2011 -5.6% 0.4% 0.4% -10.0% 4.0%
2010 13.9% 5.4% -5.0% 7.8% 5.6%
2009 19.5% -6.4% 8.1% 14.9% 2.7%
2008 -8.5% -6.5%

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 17.08%
Merian UK Alpha R GBP Accu 4.51%
Quilter Investors Equity 1 Fund A GBP 4.15%
Quilter Investors Bond 2 Fund A GBP 3.53%
Merian Global Equity Income (IRL) R GBP Inc 3.36%
Quilter Investors EM Eq Growth U2 GBP Acc 3.10%
Merian Global Emerging Markets U2 (GBP) Acc 2.99%
Merian Style Premia Absolute Return F GBP H 2.94%
Quilter Investors Bond 3 Fund A GBP 2.57%
Wellington Global Credit Plus GBP G Dis Hdg 2.55%
28/02/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date28/04/2008
  • Share Class size155Mn
  • Base currencyGBP
  • ISIN GB00B2Q7WW46

Purchase Info

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

Charges

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

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