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 Monthly Income 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 a cost-effective manner.
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.