Quilter Investors Cirilium Balanced Blend Portfolio

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There is only one type of share class for this fund.

Quilter Investors Cirilium Balanced Blend Portfolio U1 (GBP) Accumulation

Category GBP Allocation 40-60% Equity


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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

£1.1869

arrow-up£0.001 (+0.07%)

Fund Code

CIBUA

BJV3LS5

GB00BJV3LS54

Prices updated as at 17 May 2024
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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 will invest 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, in order to give exposure to a diversified portfolio of asset classes. It is expected that exposure will vary between equities, fixed interest, property, commodities, cash and currency. Whilst the Fund is actively managed, it will typically hold a minimum of 35% in passive investment vehicles or instruments.

Growth of 1,000 as of 18 May 2024, 19:05

Trailing returns (%) as of 18 May 2024, 19:05

No data available

Annual performance (%)

YearThis fundGBP Allocation 40-60% Equity
31 Mar 13 - 31 Mar 14--
31 Mar 14 - 31 Mar 15--
31 Mar 15 - 31 Mar 16--
31 Mar 16 - 31 Mar 17--
31 Mar 17 - 31 Mar 18--
31 Mar 18 - 31 Mar 19--
31 Mar 19 - 31 Mar 20--
31 Mar 20 - 31 Mar 2118.9420.92
31 Mar 21 - 31 Mar 222.352.71
31 Mar 22 - 31 Mar 23-1.58-5.52
31 Mar 23 - 31 Mar 247.318.45

Trailing returns (%)

YearThis fundGBP Allocation 40-60% Equity
1 Day0.07-0.03
1 Month2.893.20
3 Months3.914.00
6 Months7.638.36
1 Year8.129.26
3 Years annualised2.811.73
5 Years annualised--
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) 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.