Quilter Investors Cirilium Balanced Portfolio A (GBP) Accumulation

Category GBP Allocation 40-60% Equity

Last buy/sell price

£1.12

arrow-up£0.004 (+0.36%)

Fund Code

B2Q8V08

GB00B2Q8V089

Prices updated as at 12 Dec 2025

Prices in GBP

Investment objective

To achieve capital growth over a period of five years or more through investment in markets both in the UK and overseas. The Fund invests through regulated and unregulated collective investment schemes (which may include those schemes managed or operated by the ACD or an associate of the ACD), investment companies (including investment trusts), exchange traded funds and hedge funds. It is expected that exposure will vary between equities, fixed interest, property, commodities, cash and currency.

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.

Annual performance (%)

Year	This fund	GBP Allocation 40-60% Equity
30 Sep 14 - 30 Sep 15	0.20	0.59
30 Sep 15 - 30 Sep 16	15.49	12.07
30 Sep 16 - 30 Sep 17	9.81	6.53
30 Sep 17 - 30 Sep 18	1.64	2.76
30 Sep 18 - 30 Sep 19	0.40	3.88
30 Sep 19 - 30 Sep 20	-0.74	-0.82
30 Sep 20 - 30 Sep 21	13.47	12.48
30 Sep 21 - 30 Sep 22	-13.27	-11.22
30 Sep 22 - 30 Sep 23	2.14	4.58
30 Sep 23 - 30 Sep 24	9.17	12.91
30 Sep 24 - 30 Sep 25	4.87	7.31

Trailing returns (%)

Year	This fund	GBP Allocation 40-60% Equity
1 Day	-0.05	0.07
1 Month	-0.45	-0.28
3 Months	2.32	2.85
6 Months	5.02	6.62
1 Year	5.58	8.00
3 Years annualised	4.98	7.60
5 Years annualised	1.74	3.98

Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

Important Information

Investment values, and income from investments, can go down as well as up, so you may get back less than you invest. This is not a personal recommendation for a specific investment. If you're not sure which investments are suitable for you, consult Fidelity's advisers or another authorised financial adviser. The information contained herein: is proprietary to Morningstar and/or its content providers; may not be copied or distributed; and is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

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