Quilter Investors Monthly Income and Growth Portfolio F (GBP) Accumulation

Category GBP Allocation 60-80% Equity

Last buy/sell price

£1.455

arrow-up£0.006 (+0.41%)

Fund Code

BZ00X83

GB00BZ00X833

Prices updated as at 02 Apr 2026

Prices in GBP

Investment objective

The Fund aims to provide income and 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 40% and 85%.

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.

Company name

Quilter Investors Limited

Fund launch date

26 Jun 2019

Domicile

United Kingdom

UCITS

Yes

Lead manager

Helen Bradshaw

Lead manager start date

26 Jun 2019

Lead fund manager biography

Helen is a portfolio manager for the WealthSelect and Monthly Income portfolios. She joined Quilter Investors in January 2019 having spent 15 years at Janus Henderson Investors. Whilst at Janus Henderson she ran a number of multi-asset strategies, with a particular focus on multi-asset income. Helen holds an LLB law degree from Exeter University; the Legal Practice Course from the University of Law, Guildford and the Investment Management Certificate.

Lead manager

CJ Cowan

Lead manager start date

01 May 2021

Lead fund manager biography

CJ is a portfolio manager for the Cirilium and Monthly Income Portfolios. He joined Quilter Investors in August 2018 from Aberdeen Standard Investments where he worked in the Global Macro team, managing global government bond and global aggregate portfolios. CJ is a CFA Charterholder and has a degree in Economics from the University of Bristol and an MPhil in Economic and Social History from Brasenose College, Oxford. He has also completed the Chartered Alternative Investment Analyst (CAIA) qualification.

Head office

Senator House, 85 Queen Victoria Street

London

United Kingdom

EC4V 4AB

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