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Quilter Investors Cirilium Blend Portfolios

A globally diversified solution investing in a blend of active and passive strategies

Defaqto Expert Rated logoThe Quilter Investors Cirilium Blend Portfolios provide access to a carefully blended cost-effective combination of actively managed funds and passive strategies.

The Quilter Investors Cirilium Blend Portfolios were launched in 2019 and have been designed to provide you with a cost-effective blend of investment strategies to globally diversify your portfolio across equities and bonds as well as some alternative asset classes. The Quilter Investors Cirilium Blend range offers five solutions, each targeting a different risk level so that you can be comfortable the investments in the portfolios will remain aligned with their specified risk profile.

Key information

The Quilter Investors Cirilium Blend Portfolios

  • Are an actively managed solution providing global diversification through a blend of active and passive investment strategies across traditional and alternative asset classes
  • Use actively managed strategies to target investment markets where the portfolio managers have the highest conviction for delivering out-performance. These are combined with passive investments that provide appropriate exposure in more efficient markets where the opportunity for outperformance is more limited
  • Offer a cost-effective blend of investment strategies focused on achieving long-term growth while aiming to smooth potential short-term volatility to an acceptable tolerance level, within specified risk parameters
  • Have a recommended time horizon for holding any of the portfolios of at least five years

Features and benefits

  • The Quilter Investors Cirilium Blend portfolio managers seek the best mix of active and passive strategies across a broad range of global asset classes
  • Actively managed strategies are used to target the investment markets where the portfolio managers have the highest conviction for delivering outperformance
  • These are blended with passive investment strategies that are used to provide appropriate exposure to more efficient markets where the opportunities for outperformance are more limited
  • Our relationships and expertise mean we can select specialist managers, or agree enhanced terms on strategies that would normally be unavailable to individual investors.

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 Blend 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.

The Quilter Investors Cirilium Blend range

Moderate Blend

Our Moderate Blend Portfolio’s underlying investments will be well diversified, with a target volatility range of 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.

Moderate Blend Portfolio

Dynamic Blend

Our Dynamic Blend Portfolio's underlying investments will be well diversified, with a target volatility range of 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.

Dynamic Blend Portfolio

Adventurous Blend

Our Adventurous Blend Portfolio's underlying investments will be well diversified, with a target volatility range of 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.

Adventurous Blend Portfolio

Related articles

Cirilium Blend Commentary - April 2023

1 minute read

Read the April 2023 update for the Cirilium Blend portfolios from the portfolio managers, Ian Jensen-Humphreys and Sacha Chorley.
Published 10 days ago

Cirilium Blend Portfolios quarterly update - April 2023

Watch the quarterly webcast as they provide an update on Cirilium Blend Portfolios.
Published 30 March 2023

Quilter Investors market update - April 2023

Watch the quarterly webcast on the latest Market Update.
Published 30 March 2023

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.

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