Quilter Investors Cirilium Balanced Portfolio R (GBP) Accumulation

Category GBP Allocation 40-60% Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

£2.4833

arrow-up£0.01 (+0.41%)

Fund Code

CIBFA

B2Q8V20

GB00B2Q8V204

Prices updated as at 02 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 20% and 60%.

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.

Fund status	Open
Fund type	Open Ended Investment Company
Fund manager	Sacha Chorley, Ian Jensen-Humphreys, CJ Cowan
	2.59
	2.21
Fund comparative index	IA Mixed Invest 20 - 60% Shares
	Mixed Investment 20-60% Shares
	-
	1.06
	0.21
	0.00
	GBP Allocation 40-60% Equity
	No
Fund provider	Quilter Investors Limited
Share class launch date	02 Jun 2008
	£805.74m
	-
	2.49
	-
	Annually

Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.

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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