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Quilter Investors Creation Bal Pfl 4 A GBP

Ranked 105 out of 129 in - Conservative 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 defensive with a majority of investments in defensive asset classes, and between 25% and 50% in equities.

Showing fund performance in United Kingdom View performance globally

Performance

Conservative GBP over : 31/03/2018 - 31/03/2019
  • Rank 105/129 Total Return
  • Rank 117/129 Standard Deviation
  • Rank 119/129 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 5.3%
2018 -8.0% -3.7% 1.4% 0.5% -6.2%
2017 5.7% 2.7% 1.1% 0.2% 1.6%
2016 7.5% -1.4% 1.9% 5.1% 1.8%
2015 -1.1% 2.5% -0.5% -5.9% 3.0%
2014 4.1% 1.1% 1.3% 0.3% 1.3%
2013 8.0% 5.0% -1.7% 2.1% 2.5%
2012 11.6% 5.6% -2.0% 4.1% 3.6%
2011 -1.5% 0.5% 0.9% -6.6% 4.0%
2010 11.9% 4.3% -2.3% 6.3% 3.2%
2009 16.8% -5.1% 7.5% 11.8% 2.5%
2008 -6.1% -4.8%

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 10.33%
Quilter Investors Bond 2 Fund A GBP 5.80%
Wellington Global Credit Plus GBP G Dis Hdg 4.60%
Merian Style Premia Absolute Return F GBP H 4.23%
Quilter Investors Bond 3 Fund A GBP 4.20%
Merian UK Alpha R GBP Accu 3.69%
Quilter Investors Absolute Return Bond U2 GBP Acc 3.60%
Quilter Investors Equity 1 Fund A GBP 3.28%
Quilter Investors Bond 1 Fund A GBP Inc 3.02%
Merian Global Equity Income (IRL) R GBP Inc 2.59%
28/02/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date28/04/2008
  • Share Class size81Mn
  • Base currencyGBP
  • ISIN GB00B2Q7WY69

Purchase Info

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

Charges

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

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