While we specialise in creating and managing multi-asset investment portfolios, we also manage funds. Most of the funds are used as the building blocks for our multi-asset investment portfolios, and some are also available to be invested in directly or via a third party. Whether you invest in the funds directly with us or through a third party, we want to ensure you can find the information about them as easily as possible.
Assessment of value
The Quilter Investors Assessment of Value report provides an annual assessment of the value our funds are providing. Whilst the report has been compiled in line with the requirements set out by our industry regulator, the Financial Conduct Authority (FCA), we have embraced the ideals it represents and the monitoring it requires as a permanent and ongoing part of our business culture.