We have designed the Monthly Income Portfolios with financial advisers and investors like you to deliver an income solution you can trust.
Our Monthly Income Portfolios offer you a choice of two portfolios, the Monthly Income Portfolio and the Monthly Income and Growth Portfolio, both designed to meet your income needs and grow your investments whilst being managed in line with your risk level.
The Monthly Income Portfolios offer a choice of two portfolios designed to meet your income needs and provide the opportunity to grow your investments.
The portfolio aims to provide income with the potential for some capital growth over a period of five years or more. The portfolio will target an annualised volatility of 35% and 60% of the expected annualised volatility of global equities (a reasonable proxy for global equities is the MSCI All Country World Index).
The portfolio aims to provide income and capital growth over a period of five years or more. The portfolio 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).
The value of investments can fall as well as rise. You might get back less than they invested.
This communication is issued by Quilter, a trading name of Quilter Investment Platform Limited.
The Quilter Investors Monthly Income Portfolio and Quilter Investors Monthly Income and Growth Portfolio are sub-funds of Quilter Investors Multi-Asset OEIC, an investment company with variable capital incorporated in England and Wales. Quilter Investors Multi-Asset 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 February 2026
Q 00743/206/15537
