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Introducing the Monthly Income Portfolios
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.
Key information
Giving you a choice of two portfolios
The Monthly Income Portfolios offer a choice of two portfolios designed to meet your income needs and risk level, aiming for investment growth. Since the portfolios invest in markets, both your returns and income may fluctuate and are not guaranteed. These portfolios are intended for long-term holding to allow income and returns to develop.
Monthly Income Portfolio
Monthly Income Portfolio
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).
Monthly Income and Growth Portfolio
Monthly Income and Growth Portfolio
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).
Meet our expert portfolio managers
Helen Bradshaw
Read more about Helen
CJ Cowan
Read more about CJThis 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 May 2026
Q 00743/206/15537