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Quilter Investors Creation range

Cost effective, diversified multi-asset investment portfolio

Defaqto Expert Rated logoThe Quilter Investors 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

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.

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

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.

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.