Advice Investments Wealth management

Quilter Investors launches Monthly Income and Monthly Income & Growth Portfolios

26 June 2019

Quilter Investors launches Monthly Income and Monthly Income & Growth Portfolios

Quilter Investors is today pleased to launch its new Monthly Income and Monthly Income and Growth Portfolios.            

The portfolios feature a ‘Founder’ share class available for six months on Quilter’s  Old Mutual Wealth and Old Mutual International platforms with a Fixed Ongoing Charge of 0.6%.

The two globally diversified portfolios will distribute income payments monthly. A smoothing mechanism will be applied to the income payments to provide clients with increased certainty over the expected level of regular income.

Both portfolios aim to achieve a first quartile yield and will be managed according to a risk targeted approach, providing reassurance over the expected level of volatility clients can anticipate. Available in both accumulation and income share classes, the portfolios will appeal to clients seeking a regular income solution, as well as those seeking to benefit from compound growth through re-investing income.

Portfolio manager, Helen Bradshaw, will actively manage the portfolios using a broad range of underlying investment instruments. These include active managers, passive strategies, smart beta, investment trusts and alternatives funds in order to build globally diversified multi-asset portfolios.

Portfolio manager Helen Bradshaw says:

“Building and designing these portfolios has been a huge privilege and it is really exciting to now be opening them up to investors. I believe that our investment strategy will enable us to deliver first quartile income yields through a diversified strategy by deploying a broad and varied investment toolkit.

“The search for income continues to be a challenge for investors and while the UK’s domestic index currently offers an attractive dividend yield, it is highly dependent on a relatively narrow range of stocks. Elsewhere, many markets are experiencing depressed equity dividends, and fixed income markets no longer deliver the kind of reliable returns they once offered. That makes the search for stable yields an intricate challenge and it is really important to me that we explore a broad investment universe that encompasses a variety of global regions and asset classes.”

Chief commercial officer Dean Bowden says:

“Launching the first new investment solutions as Quilter Investors is an exciting milestone for the business. Developing the Monthly Income and Monthly Income and Growth Portfolios with input from the adviser community has allowed us to build a solution tailored specifically around the needs of the client. By delivering a smoothed monthly income through a risk-targeted investment strategy, we believe the portfolios represent an attractive solution for clients seeking an income proposition.”

For press queries contact

Gregor Davidson
020 7002 7164 
07917 522 784

Kathleen Gallagher
023 8072 6293
07990 004932

Notes to Editors:

Quilter plc is a leading wealth management business in the UK and internationally, helping to create prosperity for the generations of today and tomorrow.

Quilter plc oversees £95.3 billion in customer investments (as at 31 March 2020).

It has an adviser and customer offering spanning: financial advice; investment platforms; multi-asset investment solutions; and discretionary fund management.

The business is comprised of two segments: Advice and Wealth Management and Wealth Platforms.

Advice and Wealth Management encompasses the financial advice business, Quilter Financial Planning; the discretionary fund management business, Quilter Cheviot; and Quilter Investors, the Multi-asset investment solutions business.

Wealth Platforms includes Old Mutual Wealth UK platform and Quilter International, including AAM Advisory in Singapore.

The Old Mutual Wealth Heritage life assurance business was acquired by ReAssure Group Plc on 2 January 2020.

Since its IPO in June 2018, Quilter plc’s businesses have progressively rebranded to Quilter, as follows: 

  • Quilter Financial Planning (previously Intrinsic)
  • Quilter Private Client Advisers (previously Old Mutual Wealth Private Client Advisers)
  • Quilter Financial Advisers (previously Charles Derby Group)
  • Quilter Financial Adviser School
  • Quilter Cheviot
  • Quilter Investors
  • Old Mutual Wealth (becoming Quilter Investment Platform in 2020)
  • Quilter International (previously Old Mutual International)

This press release is for journalists only and should not be relied upon by financial advisers or customers.

Please remember that past performance is not a guide to future performance. The value of investments and the income from them can go down as well as up and investors may not get back any of the amount originally invested. Exchange rate changes may cause the value of overseas investments to rise or fall.

This communication is issued by Quilter plc.  Registered office: Millennium Bridge House, 2 Lambeth Hill, London EC4V 4AJ, United Kingdom. Registered number: 6404270.  Registered in England.