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.”

Notes to Editors:

Quilter Investors is part of Quilter plc. It provides multi-asset investment solutions designed for advised clients in the UK and internationally and manages £19.2 billion on behalf of its investors (as at 31 March 2019).

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 £114.9 billion in investments (as at 31 March 2019).

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 planning network, Intrinsic; Quilter Private Client Advisers; the discretionary fund management business, Quilter Cheviot; and Quilter Investors, the Multi-asset investment solutions business. Wealth Platforms includes the Old Mutual Wealth UK Platform; Old Mutual International, including AAM Advisory in Singapore; and the Old Mutual Wealth Heritage life assurance business.

The Quilter plc businesses are being re-branded to Quilter over a period of approximately two years:

  • The Multi-asset business is now Quilter Investors
  • Intrinsic to Quilter Financial Planning
  • The private client advisers business is now Quilter Private Client Advisers
  • The UK Platform to Quilter Wealth Solutions
  • The International business to Quilter International
  • The Heritage life assurance business to Quilter Life Assurance
  • Quilter Cheviot will retain its name.

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

Past performance is not a guide to future performance and may not be repeated. Investment involves risk. The value of investments and the income from them may go down as well as up and investors may not get back the amount originally invested. Because of this, an investor is not certain to make a profit on an investment and may lose money. Exchange rate changes may cause the value of overseas investments to rise or fall.

This communication is issued by Quilter Investors Limited (“Quilter Investors”), Millennium Bridge House, 2 Lambeth Hill, London, England, EC4V 4AJ. Quilter Investors is registered in England and Wales (number: 04227837) and is authorised and regulated by the Financial Conduct Authority (FRN: 208543).

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.

Quilter Investors uses all reasonable skill and care in compiling the information in this communication which is accurate only on the date of this communication. You should not rely upon the information in this communication in making investment decisions. Nothing in this communication constitutes advice or personal recommendation. An investor should read the Key Investor Information Document(s) (“KIID”) before investing in any sub-fund of Quilter Investors Multi-Asset OEIC. The KIID and the prospectus can be obtained from www.quilterinvestors.com in English.



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