Quilter Investors launches new Cirilium Blend portfolios
Quilter Investors today announces the expansion of the successful Cirilium range with the launch of its new Cirilium Blend Portfolios.
The Cirilium family will now comprise of the fully active, unconstrained Cirilium Portfolios, Cirilium Blend Portfolios and Cirilium Passive Portfolios.
Launching Cirilium Blend offers additional choice to customers, with the Cirilium family providing a fully active strategy, a fully passive approach, and now the Blend strategy, which draws on the experience of the team to deliver an active approach to asset allocation, within a narrower investment universe for customers who favour a lower cost solution.
Cirilium Blend will combine active and around 50% passive holdings to implement its strategy. The portfolios access diversified asset classes through active and passive instruments, including ETFs, smart-beta and index funds for a Fixed Ongoing Charge (FOC) of 0.85%.
All the Cirilium portfolios are managed by Paul Craig and Rasmus Soegaard. Paul has managed Cirilium for over a decade, achieving strong risk-adjusted returns for clients through a fully unconstrained multi-asset strategy with over £10bn invested. Rasmus Soegaard joined the business in 2008 following a successful career specialising in hedge funds and alternative investment strategies.
The Blend range includes five risk-targeted portfolios: Conservative; Balanced; Moderate; Dynamic; and Adventurous, offering clients a range of risk levels to meet their individual needs and expectations. The risk-targeted approach means each portfolio carries different volatility parameters, providing customers with reassurance over the expected behaviour of their investments.
Since launching as a standalone multi-asset business within Quilter in 2018, Quilter Investors has completed a successful rebrand, established a new ExCo and leadership team and expanded its proposition through the launch of two new portfolio solutions, Cirilium Blend and the Quilter Investors Income range. The business first announced plans to expand the Cirilium range earlier this year.
Separately, the business has implemented a reduction in charges in the Cirilium Passive Portfolios. The FOC across the Cirilium Passive portfolios is reduced from 0.60% to 0.45%. Cirilium Passive is also comprised of five portfolios, which are rebalanced quarterly and invest only in passive instruments.
Portfolio managers Paul Craig and Rasmus Soegaard say:
“We’re really pleased to be able to extend our investment philosophy to the new Cirilium Blend Portfolios. Through a diversified investment approach and by taking the right exposure to a variety of passive instruments, including ETFs, smart-beta and index funds, we believe this new addition to the Cirilium portfolios will enable us to deliver strong risk adjusted returns for clients.”
Quilter Investor chief commercial officer Dean Bowden says:
“Offering choice to customers and their advisers is a key part of our strategy to build investment solutions that deliver against client needs. Launching Cirilium Blend, Quilter Investors offers further choice, drawing on the experience of the team with an active approach to asset allocation, within a narrower investment universe for customers who favour a lower cost solution.
“This is another key milestone for the business just a year on from the launch of Quilter Investors and reinforces our proposition, which together with professional advice is focused on helping customers secure good long-term investment outcomes with the support of their financial adviser.”
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 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; 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 as follows:
- Quilter Financial Planning (previously Intrinsic)
- Quilter Private Client Advisers (previously Old Mutual Wealth Private Client Advisers)
- Charles Derby Group (becoming Quilter Financial Advisers)
- Quilter Financial Adviser School
- Quilter Cheviot
- Quilter Investors
- Old Mutual Wealth (becoming Quilter Wealth Solutions in 2020)
- Old Mutual International (becoming Quilter International in 2020)
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 Cirilium Adventurous Blend Portfolio, Quilter Investors Cirilium Adventurous Passive Portfolio, Quilter Investors Cirilium Adventurous Portfolio, Quilter Investors Cirilium Balanced Blend Portfolio, Quilter Investors Cirilium Balanced Passive Portfolio, Quilter Investors Cirilium Balanced Portfolio, Quilter Investors Cirilium Conservative Blend Portfolio, Quilter Investors Cirilium Conservative Passive Portfolio, Quilter Investors Cirilium Conservative Portfolio, Quilter Investors Cirilium Dynamic Blend Portfolio, Quilter Investors Cirilium Dynamic Passive Portfolio, Quilter Investors Cirilium Dynamic Portfolio, Quilter Investors Cirilium Moderate Blend Portfolio, Quilter Investors Cirilium Moderate Passive Portfolio and Quilter Investors Cirilium Moderate Portfolio (“the Funds”), are sub-funds of Quilter Investors Cirilium OEIC, an investment company with variable capital incorporated in England and Wales.
Quilter Investors Cirilium 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 Cirilium OEIC. The KIID and the prospectus can be obtained from www.quilterinvestors.com/cirilium in English.
The Funds invest principally in other collective investment schemes. Your attention is drawn to the stated investment policy which is set out in the prospectus.