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Quilter Investors Cirilium Portfolios

An actively managed globally diversified solution

Designed in consultation with investors and financial advisers, the Quilter Investors Cirilium range is comprised of five portfolios, each managed with a different type of investor in mind.

The Quilter Investors Cirilium Portfolios were launched in 2008 and each of the five portfolios invests in a range of investments managed by a variety of specialist fund managers from around the world.

While nobody can predict what markets are going to do at any particular point, the evidence from years of academic research and study clearly suggests that diversifying your investments – spreading the risk among different asset classes – can provide a smoother journey to your desired investment outcome over the longer term.

Key to choosing a diversified portfolio is understanding and accepting the level of risk that you are comfortable taking with your investments. This enables you to match your attitude and capacity for risk to the most suitable investment solution.

Features and benefits

  • The Quilter Investors Cirilium portfolio managers seek the best mix of active strategies across a broad and diverse range of global asset classes
  • The portfolio managers invest in strategies, run by high quality active managers, across equities and bonds as well as alternative asset classes, such as infrastructure and renewables
  • Our relationships and expertise enables us to access specialist managers that would normally be unavailable to individual investors
  • The portfolios are actively managed each day to ensure they remain aligned to their objective and risk profile.

Ongoing monitoring and oversight

The composition of each portfolio is carefully monitored on an ongoing basis. Should the market environment or the underlying fund manager experience a change in circumstances, the Quilter Investors Cirilium portfolio managers are ready to make any necessary changes. They adjust the portfolios as needed to ensure your investments remain on track and in line with the targeted risk levels.

In addition, the portfolios are also subject to oversight by Quilter Investors’ Investment Oversight Committee. The committee is comprised of senior personnel who on a quarterly basis, review performance of the portfolios and question the decisions taken by the managers.

On a daily basis, the portfolios are assessed in order to monitor liquidity levels, frequency of trades and the number of positions held, against the investment guidelines.

The Quilter Investors Cirilium range

Conservative Portfolio

Our Conservative portfolio’s underlying investments will be broadly diversified. The target volatility range is 3.3% to 6.5%.1

1The volatility range is a target, based on long term actuarial assumptions and the portfolio is managed to stay within this range most of the time. The volatility range is regularly reviewed and may change from time to time due to changes in these assumptions.

Balanced Portfolio

Our Balanced portfolio’s underlying investments will be broadly diversified. The target volatility range is 6.5% to 9.6%.1

1The volatility range is a target, based on long term actuarial assumptions and the portfolio is managed to stay within this range most of the time. The volatility range is regularly reviewed and may change from time to time due to changes in these assumptions.

Moderate Portfolio

Our Moderate portfolio’s underlying investments will be broadly diversified. The target volatility range is 9.6% to 12.7%.1

1The volatility range is a target, based on long term actuarial assumptions and the portfolio is managed to stay within this range most of the time. The volatility range is regularly reviewed and may change from time to time due to changes in these assumptions.

Dynamic Portfolio

Our Dynamic’s portfolio’s underlying investments will be broadly diversified. The target volatility range is 12.7% to 15.9%.1

1The volatility range is a target, based on long term actuarial assumptions and the portfolio is managed to stay within this range most of the time. The volatility range is regularly reviewed and may change from time to time due to changes in these assumptions.

Adventurous Portfolio

Our Adventurous portfolio’s underlying investments will be broadly diversified. The target volatility range is 15.9% to 19%.1

1The volatility range is a target, based on long term actuarial assumptions and the portfolio is managed to stay within this range most of the time. The volatility range is regularly reviewed and may change from time to time due to changes in these assumptions.

Ian Jensen-Humphreys

Portfolio Manager

Ian is co-manager of both the Cirilium Blend and the Creation portfolio ranges alongside Sacha Chorley. He joined Quilter Investors in March 2020 from Seven Investment Management (7IM), where he was most recently deputy chief investment officer.

He joined 7IM in 2016 as a senior investment manager, focusing on derivatives and alternatives within multi-asset portfolios. He also co-managed the 7IM Real Return Fund during this period.

Ian started his career at Goldman Sachs, where he spent 15 years specialising in risk management and portfolio hedging strategies, before joining Citigroup where he was responsible for identifying strategic investment solutions for UK pension funds.

Ian is a CFA Charterholder and has a degree in Physics from Oxford University.

Sacha Chorley

Portfolio Manager

Sacha is the manager of the Compass Portfolios and co-manager of both the Cirilium Blend and the Creation portfolio ranges alongside Ian Jensen-Humphreys.

Sacha joined Quilter Investors in 2011 and has played an important role in the development of the asset allocation and investment tools used across the multi-asset ranges. Prior to joining the business, he worked at Broadstone with their team of economists during the financial crisis, before moving into asset allocation and fund manager research.

Sacha is a CFA Charterholder and has a degree in Maths from the University of Bath. He has also completed the Chartered Alternative Investment Analyst (CAIA) qualification.

Contact your adviser today to find out how the full range of multi-asset solutions can help you.