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Giving you a choice of portfolios
The Cirilium Portfolios offer you and your clients a risk-targeted, diversified multi-asset investment solution to help achieve their financial goals.
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
- Quilter Investors Cirilium Conservative Portfolio R GBP Acc Factsheet
- Quilter Investors Cirilium Balanced Portfolio R GBP Acc Factsheet
- Quilter Investors Cirilium Moderate Portfolio R GBP Acc Factsheet
- Quilter Investors Cirilium Dynamic Portfolio R GBP Acc Factsheet
- Quilter Investors Cirilium Adventurous Portfolio R GBP Acc Factsheet
- Quilter Investors Cirilium Conservative Blend Portfolio U1 GBP Acc Factsheet
- Quilter Investors Cirilium Balanced Blend Portfolio U1 GBP Acc Factsheet
- Quilter Investors Cirilium Moderate Blend Portfolio U1 GBP Acc Factsheet
- Quilter Investors Cirilium Dynamic Blend Portfolio U1 GBP Acc Factsheet
- Quilter Investors Cirilium Adventurous Blend Portfolio U1 GBP Acc Factsheet
- Quilter Investors Cirilium Conservative Passive Portfolio R GBP Acc Factsheet
- Quilter Investors Cirilium Balanced Passive Portfolio R GBP Acc Factsheet
- Quilter Investors Cirilium Moderate Passive Portfolio R GBP Acc Factsheet
- Quilter Investors Cirilium Dynamic Passive Portfolio R GBP Acc Factsheet
- Quilter Investors Cirilium Adventurous Passive Portfolio R GBP Acc Factsheet
Target market
The Quilter Investors Cirilium Portfolios are designed for retail or professional clients who want long-term investment growth through a diversified portfolio managed in line with the stated risk profile of the fund. Each fund should be considered against the client’s own capacity for loss, investment objectives and tolerance for investment risk.
Clients must:
- be willing to accept the level and nature of investment risk associated with the selected fund.
- understand that the fund’s risk profile is a target or expected range rather than a guarantee of the level of volatility or loss that may arise.
- be willing to accept that they may lose some or all of the capital invested, as the Portfolios do not provide any capital guarantee.
- understand that the asset mix may change over time as the manager responds to market conditions and maintains the fund’s investment approach.
Clients may:
- want a diversified portfolio within a single fund aligned to a defined level of investment risk.
- prefer ongoing asset allocation and fund selection decisions to be carried out by the fund manager.
- want a fund that can be matched to an advised investment strategy or used within a wider portfolio.
Might not be suitable for clients who:
- cannot tolerate losses consistent with the selected fund’s risk profile.
- want certainty that the fund will remain within a fixed asset allocation at all times.
- want to make the day-to-day asset allocation or underlying investment decisions themselves.
- intend to invest for less than the minimum recommended holding period of five years.
- have specific investment preferences or restrictions. For example, customers who have specific sustainability targets in mind and/or who want to minimise exposure to unsustainable or controversial areas.
- are US persons or resident in restricted jurisdictions.
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