Quilter Investors Creation Moderate Portfolio A (GBP) Accumulation

Category GBP Allocation 60-80% Equity

Last buy/sell price

£1.073

arrow-up£0.002 (+0.19%)

Fund Code

B2Q7WW4

GB00B2Q7WW46

Prices updated as at 17 Apr 2026

Prices in GBP

Investment objective

The Fund aims to achieve capital growth over a period of five years or more.The Fund obtains exposure to a diversified portfolio of investments both in the UK and overseas through investment in regulated and unregulated collective investment schemes, investment companies (including investment trusts) and exchange traded funds. It is expected that exposure will vary between equities, fixed income, alternative asset classes (including, but not limited to, hedge fund strategies, commodities or property), cash and currency, with exposure to equities typically being between 40% and 85%.

Important documents: Please ensure that you have read the Key Information Document/Technical Guide , Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Company name

Quilter Investors Limited

Fund launch date

28 Apr 2008

Domicile

United Kingdom

UCITS

Yes

Lead manager

Sacha Chorley

Lead manager start date

08 May 2019

Lead fund manager biography

Sacha is the manager of the Cirilium, Creation and Compass Portfolios. Sacha joined Quilter Investors in 2011 and has played an important role in the development of the asset allocation and investment tools used across the multi-asset ranges. Prior to joining the business, he worked at Broadstone with their team of economists during the financial crisis, before moving into asset allocation and fund manager research. Sacha is a CFA Charterholder and has a degree in Maths from the University of Bath. He has also completed the Chartered Alternative Investment Analyst (CAIA) qualification.

Lead manager

Ian Jensen-Humphreys

Lead manager start date

01 Jul 2021

Lead fund manager biography

Ian is a portfolio manager for the Cirilium and Creation Portfolios. He joined Quilter Investors in March 2020 from Seven Investment Management (7IM), where he was most recently deputy chief investment officer. He joined 7IM in 2016 as a senior investment manager, focusing on derivatives and alternatives within multi-asset portfolios. He also co-managed the 7IM Real Return Fund during this period. Ian started his career at Goldman Sachs, where he spent 15 years specialising in risk management and portfolio hedging strategies, before joining Citigroup where he was responsible for identifying strategic investment solutions for UK pension funds. Ian is a CFA Charterholder and has a degree in Physics from Oxford University.

Head office

Senator House, 85 Queen Victoria Street

London

United Kingdom

EC4V 4AB

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Important Information

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