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Cirilium Balanced Portfolio

Our Balanced Portfolio offers broad diversification across asset classes, with a maximum exposure to higher risk assets (equities) of 60% with a target volatility range of 6.5% to 9.6%. (The 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.)

The performance comparator for this portfolio is: IA Mixed Investment 20-60%. A performance comparator is an index or similar factor against which a fund manager invites investors to compare a fund’s performance.

The Cirilium Portfolios

  • Five portfolios, each managed with a different type of investor in mind
  • Are actively managed solutions using manager conviction to achieve a globally diversified portfolio of investments
  • Use the most effective investments available, including funds and investment trusts, to access traditional investments such as equities and bonds as well as alternative asset classes such as infrastructure and renewables
  • Offer layers of diversification that help spread investment risk and aim to reduce short-term volatility to achieve your long-term growth objectives, within specified risk parameters
  • The recommended time horizon for holding any of the portfolios is at least five years.

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.