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Quilter Investors Cirilium Portfolios

An actively managed globally diversified solution

Designed in consultation with investors and financial advisers, the Cirilium range is comprised of five portfolios, each managed with a different type of investor in mind.

The Cirilium Portfolios were launched in 2008 and each of the five portfolios invests in a range of investments managed by a variety of specialist fund managers from around the world.

While nobody can predict what markets are going to do at any particular point, the evidence from years of academic research and study clearly suggests that diversifying your investments – spreading the risk among different asset classes – can provide a smoother journey to your desired investment outcome over the longer term.

Key to choosing a diversified portfolio is understanding and accepting the level of risk that you are comfortable taking with your investments. This enables you to match your attitude and capacity for risk to the most suitable investment solution.

Literature

The Cirilium range

Conservative Portfolio

Our Conservative portfolio’s underlying investments will be broadly diversified. The target volatility range is 3.3% to 6.5%.1

1The volatility range is a target, based on long term actuarial assumptions and the portfolio is managed to stay within this range most of the time. The volatility range is regularly reviewed and may change from time to time due to changes in these assumptions.

Cirilium Conservative Portfolio

Balanced Portfolio

Our Balanced portfolio’s underlying investments will be broadly diversified. The target volatility range is 6.5% to 9.6%.1

1The volatility range is a target, based on long term actuarial assumptions and the portfolio is managed to stay within this range most of the time. The volatility range is regularly reviewed and may change from time to time due to changes in these assumptions.

Cirilium Balanced Portfolio

Moderate Portfolio

Our Moderate portfolio’s underlying investments will be broadly diversified. The target volatility range is 9.6% to 12.7%.1

1The volatility range is a target, based on long term actuarial assumptions and the portfolio is managed to stay within this range most of the time. The volatility range is regularly reviewed and may change from time to time due to changes in these assumptions.

Cirilium Moderate Portfolio

Dynamic Portfolio

Our Dynamic’s portfolio’s underlying investments will be broadly diversified. The target volatility range is 12.7% to 15.9%.1

1The volatility range is a target, based on long term actuarial assumptions and the portfolio is managed to stay within this range most of the time. The volatility range is regularly reviewed and may change from time to time due to changes in these assumptions.

Cirilium Dynamic Portfolio

Adventurous Portfolio

Our Adventurous portfolio’s underlying investments will be broadly diversified. The target volatility range is 15.9% to 19%.1

1The volatility range is a target, based on long term actuarial assumptions and the portfolio is managed to stay within this range most of the time. The volatility range is regularly reviewed and may change from time to time due to changes in these assumptions.

Cirilium Adventurous Portfolio

The new Cirilium blog – On Q

Our Cirilium investment team share their thoughts on recent events and market trends, and what it means for you and your clients.

Cirilium Defaqto report

The latest guide from Defaqto will take a closer look at the multi-asset funds universe and risk bound funds. The guide provides an overview of risk bound multi-asset fund families, before looking at the Cirilium Portfolios as an example of a risk bound fund family.

Active management for a challenging world

In this client friendly guide, we hear from Paul Craig and Hinesh Patel who manage the Quilter Investors Cirilium multi-asset risk-targeted range of portfolios – celebrating its 13th anniversary this year.

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Paul Craig

Portfolio Manager

Paul is manager of the Cirilium portfolio range. He joined the business in December 2014 from Henderson Global Investors, following the acquisition of Cirilium. Paul has managed the Cirilium portfolios since 2009, taking on these responsibilities shortly after the inception of the original range.

He has more than 25 years of asset management experience and has also acted as a non-executive director of four investment trusts.

Hinesh Patel

Portfolio Manager

Hinesh Patel is a portfolio manager on the Cirilium portfolio range. He joined the business in 2008 working in fixed income and macro as strategist, an assistant portfolio manager and then a portfolio manager before joining the multi-asset desk in 2016. Hinesh has played an important role in developing the team’s investment capabilities and macroeconomics analysis. Before joining the business Hinesh was a senior analyst at Lehman Brothers.

Hinesh is a CFA Charterholder and holds an MEng in Mechanical Engineering from Brunel University, including specialisms in automotive design and aeronautics. He holds the Investment Management Certificate and has completed the Certificate in Quantitative Finance (CQF) level 1.