Quilter Investors Cirilium Dynamic Passive Portfolio R (GBP) Accumulation

Category GBP Allocation 80%+ Equity

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

Last buy/sell price

£3.0187

arrow-up£0.003 (+0.11%)

Fund Code

CIDRA

B909QP6

GB00B909QP60

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 has exposure to securities of UK and overseas companies, fixed interest securities, cash, money-market instruments and deposits. The Fund focuses on index tracking (passive) investments. The Fund will obtain this exposure by investing in a combination of collective investment schemes (which may include those schemes managed or operated by the ACD or an associate of the ACD) and exchange traded funds.

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 80%+ Equity
30 Sep 14 - 30 Sep 15	-2.28	-0.13
30 Sep 15 - 30 Sep 16	26.85	16.67
30 Sep 16 - 30 Sep 17	10.99	10.26
30 Sep 17 - 30 Sep 18	9.31	7.19
30 Sep 18 - 30 Sep 19	6.59	3.47
30 Sep 19 - 30 Sep 20	-1.35	0.34
30 Sep 20 - 30 Sep 21	20.83	20.43
30 Sep 21 - 30 Sep 22	-3.97	-9.61
30 Sep 22 - 30 Sep 23	6.94	6.36
30 Sep 23 - 30 Sep 24	16.91	14.87
30 Sep 24 - 30 Sep 25	13.90	9.70

Trailing returns (%)

Year	This fund	GBP Allocation 80%+ Equity
1 Day	0.07	-0.01
1 Month	-0.55	-0.67
3 Months	5.20	4.42
6 Months	11.38	9.79
1 Year	13.65	10.00
3 Years annualised	12.96	10.48
5 Years annualised	9.35	6.88

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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