The Cirilium Blend Portfolios provide access to a carefully blended cost-effective combination of actively managed funds and passive strategies.
The Cirilium Blend Portfolios were launched in 2019 and have been designed to provide you with a cost-effective blend of investment strategies to globally diversify your portfolio across equities and bonds as well as some alternative asset classes. The Cirilium Blend range offers five solutions, each targeting a different risk level so that you can be comfortable the investments in the portfolios will remain aligned with their specified risk profile.
Quilter Investors demonstrating commitment to ESG integration
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Features and benefits
- The Cirilium Blend portfolio managers seek the best mix of active and passive strategies across a broad range of global asset classes
- Actively managed strategies are used to target the investment markets where the portfolio managers have the highest conviction for delivering outperformance
- These are blended with passive investment strategies that are used to provide appropriate exposure to more efficient markets where the opportunities for outperformance are more limited
- Our relationships and expertise mean we can select specialist managers, or agree enhanced terms on strategies that would normally be unavailable to individual investors.
Ongoing monitoring and oversight
The composition of each portfolio is carefully monitored on an ongoing basis. Should the market environment or the underlying fund manager experience a change in circumstances, the Cirilium Blend portfolio managers are ready to make any necessary changes. They adjust the portfolios as needed to ensure your investments remain on track and in line with the targeted risk levels, in a cost-effective manner.
In addition, the portfolios are also subject to oversight by Quilter Investors’ Investment Oversight Committee. The committee is comprised of senior personnel who on a quarterly basis, review performance of the portfolios; and question the decisions taken by the managers. On a daily basis, the portfolios are assessed in order to monitor liquidity levels, frequency of trades and the number of positions held, against the investment guidelines.
Introducing the Cirilium Blend Portfolios
Portfolio managers Ian Jensen-Humphreys and Rasmus Soegaard provide an overview of the Cirilium Blend Portfolios.