The Creation Portfolios have been designed in collaboration with financial advisers like you, research agencies and investors to provide a solution to meet the challenges facing your clients in today's complex world.
The Quilter Investors Creation Portfolios
- Five risk-targeted portfolios in the range, with different risk levels to provide flexibility in choosing the best investment solution for your clients' needs.
- A highly skilled management team to give you confidence to invest for the long term.
- Investments from a broad range of asset classes in the appropriate mix and monitored on a daily basis.
Key information
Features and benefits
- Risk is managed on a continuous basis: The portfolios are risk-targeted, which means they should carry a level of investment risk consistent with how you describe them to your clients.
- Detailed and ongoing monitoring of the investments in each portfolio: The underlying holdings are selected by specialists, who have the resources to analyse and monitor thousands of investment opportunities. The portfolios are also designed to adapt to changing conditions in financial markets so they are constantly managed and reviewed.
- Tax efficiency: The portfolios are capital gains tax-efficient, which means your clients do not suffer an immediate tax liability when underlying assets within your selected portfolio are sold.
- Economies of scale: The buying power of this solution can help keep down costs and provide access to funds not readily available to the general public, for example because of high minimum investment levels.
Quilter Investors Creation Portfolios
- Conservative Portfolio
- Balanced Portfolio
- Moderate Portfolio
- Dynamic Portfolio
- Adventurous Portfolio
Conservative Portfolio
Investment objective
To achieve capital growth over a period of five years or more.
The portfolio is diversified across asset classes, with exposure to equities between 0% and 35% and with volatility of between 3% and 7%.*
*The volatility range is a target, based on long term actuarial assumptions and the Fund 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.
Balanced Portfolio
Investment objective
To achieve capital growth over a period of five years or more.
The portfolio is diversified across asset classes, with exposure to equities between 15% and 55% and with volatility of between 6% and 10%.*
* The volatility range is a target, based on long term actuarial assumptions and the Fund 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 Portfolio
Investment objective
To achieve capital growth over a period of five years or more.
The portfolio is diversified across asset classes, with exposure to equities between 35% and 75% and with volatility of between 9% and 13%.*
* The volatility range is a target, based on long term actuarial assumptions and the Fund 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 Portfolio
Investment objective
To achieve capital growth over a period of five years or more. The portfolio is diversified across asset classes, with exposure to equities between 60% and 90% and with volatility of between 12% and 16%.*
* The volatility range is a target, based on long term actuarial assumptions and the Fund 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 Portfolio
Investment objective
To achieve capital growth over a period of five years or more.
The portfolio is diversified across asset classes, with exposure to equities between 80% and 100% and with volatility of between 15% and 19%.*
*The volatility range is a target, based on long term actuarial assumptions and the Fund 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.
Meet our expert portfolio managers
Ian Jensen-Humphreys
Read more about Ian
Sacha Chorley
Read more about Sacha