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Quilter Investors Diversified Portfolio A GBP

Ranked 334 out of 395 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Managed by

Lee Freeman-Shor

Lee Freeman-Shor was born in Nottingham in 1974 and graduated from Nottingham Trent University with a Bachelor of Law degree. He started his career in 1999 as an independent investment consultant at Chiltern Financial Services Ltd and in 2001 he joined Alexander Hall Associates where he was the head of investments. Lee joined Winterthur Life UK Ltd in 2002 where he was an investment development manager before joining Skandia Investment Group in 2005 where he was the co-head of equity research and is currently a fund manager. He holds the Financial Planning Cerificate from the Chartered Insurance Institute and also holds the Investment Management Certificate from the UK Society of Investment Professionals. Outside of fund management he enjoys tennis and the cinema and theatre.

Anthony Gillham

Objective

The Fund aims to provide investors with long-term capital growth through investment in a diversified range of 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 6.3%
2018 -9.8% -4.6% 2.3% 0.5% -8.1%
2017 6.3% 2.7% 1.2% 0.5% 1.9%
2016 7.0% -2.5% 1.5% 5.9% 2.0%
2015 -4.5% 3.4% 0.2% -10.4% 2.8%
2014 -1.2% 0.3% 0.2% -0.7% -0.9%
2013 9.7% 7.0% -1.7% 2.5% 1.8%
2012 12.2% 7.8% -5.3% 5.2% 4.4%
2011 -5.6% 1.5% 0.2% -11.3% 4.7%
2010 12.7% 6.0% -6.2% 8.2% 4.8%
2009 18.5% -6.5% 7.7% 15.4% 2.0%
2008 -13.6% -4.9% -3.0% -5.7% -0.7%
2007 0.4% 0.5% -0.4% 0.2% 0.1%
2006 5.3% 3.7% -3.3% 2.7% 2.2%
2005 15.3% 1.2% 4.4% 4.8% 4.1%
2004 6.4% 1.1% -0.4% 2.0% 3.7%
2003 8.2% 2.0% 3.6%

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 23.98%
Quilter Investors Equity 1 Fund A GBP 5.60%
Quilter Investors Bond 2 Fund A GBP 4.54%
Wellington Global Credit Plus GBP G Dis Hdg 4.46%
Quilter Investors Equity 2 Fund 2 A GBP 4.36%
Merian UK Alpha R GBP Accu 4.07%
Quilter Investors Bond 1 Fund A GBP Inc 3.60%
Quilter Investors Bond 3 Fund A GBP 3.38%
Pershing Square Holdings Ltd ORD 2.36%
Ashmore Emerging Markets Short Duration I USD Acc 2.04%
28/02/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date14/02/2003
  • Share Class size60Mn
  • Base currencyGBP
  • ISIN GB0032763921

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment5,000

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).