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Quilter Investors Cirilium Dynamic Portfolio

Our Dynamic Portfolio's underlying investments will be well diversified. The maximum exposure to higher risk assets (equities) is 90% with a target volatility range of 12.7% to 15.9%. (The 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.)

The performance comparator for this portfolio is: IA Flexible Investment. A performance comparator is an index or similar factor against which a fund manager invites investors to compare a fund’s performance.

The Quilter Investors Cirilium Portfolios

  • Five portfolios, each managed with a different type of investor in mind
  • Are actively managed solutions using manager conviction to achieve a globally diversified portfolio of investments
  • Use the most effective investments available, including funds and investment trusts, to access traditional investments such as equities and bonds as well as alternative asset classes such as infrastructure and renewables
  • Offer layers of diversification that help spread investment risk and aim to reduce short-term volatility to achieve your long-term growth objectives, within specified risk parameters
  • The recommended time horizon for holding any of the portfolios is at least five years.

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

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.