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Quilter Investors Cirilium Blend Portfolios

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

Introducing the Cirilium Blend Portfolios

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.

The Cirilium Blend Portfolios offer five solutions, each targeting a different risk level so that you can be comfortable your portfolio will remain aligned with your specified risk profile.

Risk-targeted portfolios

  • The Cirilium Blend portfolio managers aim to blend different sources of investment returns by choosing the most effective investment strategies to achieve a particular investment outcome.
  • Actively managed strategies are used to target the investment markets where the portfolio managers have the highest conviction for delivering outperformance.
  • Passive investment strategies are used to provide appropriate exposure to more efficient markets where the opportunities for outperformance are more limited.

The Quilter Investors Cirilium Blend Portfolios

Moderate Blend

The Moderate Blend Portfolio is broadly diversified across asset classes, with exposure to equities between 40-80% and with volatility of between 9.6 and 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 but will remain within the limits laid out in the prospectus.

Dynamic Blend

The Dynamic Blend Portfolio is broadly diversified across asset classes, with exposure to equities between 50-90% and with volatility of between 12.7 and 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 but will remain within the limits laid out in the prospectus.

Adventurous Blend

The Adventurous Blend Portfolio is broadly diversified across asset classes, with exposure to equities between 55-100% and with volatility of between 15.9 and 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 but will remain within the limits laid out in the prospectus.

Document library

View other key documents including prospectuses, KIIDs, due diligence support, brochures, and annual reports in our document library.

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News and views

Discover the latest news and views from the expert portfolio management team including monthly commentaries, quarterly reports, video updates, and market insights.

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Next steps

If you're interested in the Cirilium Blend Portfolios, the best next step will be to contact your financial adviser for more information. Don't have a financial adviser? Use our find an adviser tool to locate a suitable expert.

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