The Cirilium Portfolios offer you and your clients a risk-targeted, diversified multi-asset investment solution to help achieve their financial goals.
Giving you a choice of portfolios
You and your clients get the choice of:
Three investment styles
Active
An actively managed, globally diversified solution.
Blend
A globally diversified solution investing in a blend of active and passive strategies.
Passive
A globally diversified, cost-effective solution investing in passive strategies.
Five risk options
Conservative
The Conservative portfolios aim to achieve capital growth over a period of five years or more. The portfolios will target an annualised volatility of between 18% and 42% of the expected annualised volatility of global equities (a reasonable proxy for global equities is the MSCI All Country World Index).
Balanced
The Balanced portfolios aim to achieve capital growth over a period of five years or more. The portfolios will target an annualised volatility of between 35% and 60% of the expected annualised volatility of global equities (a reasonable proxy for global equities is the MSCI All Country World Index).
Moderate
The Moderate portfolios aim to achieve capital growth over a period of five years or more. The portfolios will target an annualised volatility of between 53% and 77% of the expected annualised volatility of global equities (a reasonable proxy for global equities is the MSCI All Country World Index).
Dynamic
The Dynamic portfolios aim to achieve capital growth over a period of five years or more. The portfolios will target an annualised volatility of between 70% and 95% of the expected annualised volatility of global equities (a reasonable proxy for global equities is the MSCI All Country World Index).
Adventurous
The Adventurous portfolios aim to achieve capital growth over a period of five years or more. The portfolios will target an annualised volatility of between 88% and 112% of the expected annualised volatility of global equities (a reasonable proxy for global equities is the MSCI All Country World Index).
Portfolio factsheets
Your next step
We are dedicated to making sure your journey with us is as smooth as possible. Get in touch with your Quilter investment director to find out how the Cirilium Portfolios can meet the needs of you and your clients.
This communication is issued by Quilter, a trading name of Quilter Investment Platform Limited.
The Quilter Investors Cirilium Conservative Portfolio, Quilter Investors Cirilium Balanced Portfolio, Quilter Investors Cirilium Moderate Portfolio, Quilter Investors Cirilium Dynamic Portfolio, and Quilter Investors Cirilium Adventurous Portfolio are sub-funds of Quilter Investors Cirilium OEIC, an investment company with variable capital incorporated in England and Wales. Quilter Investors Cirilium OEIC is authorised by the Financial Conduct Authority as a non-UCITS retail scheme and can be distributed to the public in the United Kingdom.
Approver: Quilter March 2026
Q 01333/206/15852