The Monthly Income portfolio managers search for the best income opportunities across all asset classes, regions, sectors, styles and investment structures to deliver a combination of income and capital growth within a risk-targeted framework.
The team draw on their own expertise and insight, as well as in-depth analysis, to establish trends and locate where the best opportunities might lie, and how best to take advantage of them.
The Quilter Investors Monthly Income Portfolios have been designed in collaboration with financial advisers, research agencies and customers.
The composition of each portfolio is carefully monitored on an ongoing basis. Should the market environment or the underlying fund manager experience a change in circumstances, the Quilter Investors Monthly Income portfolio managers are ready to make any necessary changes. They adjust the portfolios as needed to ensure your investments remain on track and in line with the targeted risk levels, in a cost-effective manner.
In addition, the portfolios are also subject to oversight by Quilter Investors’ Investment Oversight Committee. The committee is comprised of senior personnel who on a quarterly basis, review performance of the portfolios; and question the decisions taken by the managers. On a daily basis, the portfolios are assessed in order to monitor liquidity levels, frequency of trades and the number of positions held, against the investment guidelines.
This portfolio targets a higher level of income, with some capital growth, but at a lower risk level. A typical asset allocation might be around 45% of the portfolio held in equities and the remainder invested in fixed income instruments and alternative investments. A minimum of 35% of the portfolio is held in passive, including smart beta investment strategies.*
This portfolio targets a higher total return, through a higher level of risk, resulting in slightly more capital growth and a slightly lower income yield. A typical asset allocation might be around 60% of the portfolio held in equities and the remainder invested in fixed income instruments and alternative investments. A minimum of 35% of the portfolio is held in passive, including smart beta investment strategies.*
Helen is manager of the multi-asset Monthly Income portfolio range. She joined Quilter Investors in January 2019 having spent 15 years at Janus Henderson Investors. Whilst at Janus Henderson she ran a number of multi-asset strategies, with a particular focus on multi-asset income.
Helen holds an LLB law degree from Exeter University; the Legal Practice Course from the University of Law, Guildford and the Investment Management Certificate.
CJ is a dedicated portfolio manager who partners with Helen Bradshaw on the multi-asset Monthly Income portfolio range. He joined Quilter Investors in August 2018 from Aberdeen Standard Investments where he worked in the Global Macro team, managing global government bond and global aggregate portfolios.
CJ is a CFA Charterholder and has a degree in Economics from the University of Bristol and an MPhil in Economic and Social History from Brasenose College, Oxford. He has also completed the Chartered Alternative Investment Analyst (CAIA) qualification.
