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.

Annual performance (%)

Year	This fund	GBP Allocation 40-60% Equity
31 Mar 15 - 31 Mar 16	-3.32	-2.54
31 Mar 16 - 31 Mar 17	20.46	13.31
31 Mar 17 - 31 Mar 18	1.95	0.88
31 Mar 18 - 31 Mar 19	1.11	2.72
31 Mar 19 - 31 Mar 20	-12.68	-7.15
31 Mar 20 - 31 Mar 21	29.52	20.92
31 Mar 21 - 31 Mar 22	0.05	2.71
31 Mar 22 - 31 Mar 23	-5.88	-5.52
31 Mar 23 - 31 Mar 24	6.14	8.45
31 Mar 24 - 31 Mar 25	2.22	3.46
31 Mar 25 - 31 Mar 26	6.41	8.96

Trailing returns (%)

Year	This fund	GBP Allocation 40-60% Equity
1 Day	0.41	0.22
1 Month	-4.26	-3.71
3 Months	-0.44	-0.19
6 Months	1.65	2.08
1 Year	7.64	10.02
3 Years annualised	5.30	7.39
5 Years annualised	1.91	3.66

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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