Skip to main content
Search

Quilter Investors Cirilium Portfolios

An actively managed globally diversified solution

Introducing the Cirilium Portfolios

The Cirilium Portfolios were launched in 2008 and have been designed to provide you with global diversification for your investments.

The Cirilium 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 portfolio managers seek the best mix of active strategies across a broad and diverse range of global asset classes.
  • The portfolios are actively managed each day to ensure they remain aligned to their objective and risk profile.
  • The portfolio managers invest in strategies, run by high quality active managers, across equities (stocks and shares) and Fixed income (bonds) as well as alternatives, such as infrastructure and renewables.

The Quilter Investors Cirilium Portfolios

Conservative Portfolio

The Conservative Portfolio is broadly diversified across asset classes, with exposure to equities between 0-30% and with volatility of between 3.3 and 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 but will remain within the limits laid out in the prospectus.

Balanced Portfolio

The Balanced Portfolio is broadly diversified across asset classes, with exposure to equities between 20-60% and with volatility of between 6.5 and 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 but will remain within the limits laid out in the prospectus.

Moderate Portfolio

The Moderate 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 Portfolio

The Dynamic 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 Portfolio

The Adventurous 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.

Visit the document library

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.

Read our latest articles

Next steps

If you're interested in the Cirilium 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.

Find an adviser