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Cirilium Conservative Portfolio

Our Conservative portfolio offers broad diversification across the asset classes, with a maximum exposure to higher risk assets (equities) of 30% and at least 70% exposure to fixed-interest securities and cash with a target volatility range of 3.3% - 6.5%. (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 0-35%. 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 and Cirilium Passive portfolio ranges. 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.

Rasmus Soegaard

Portfolio Manager

Rasmus is a portfolio manager across the Cirilium portfolio ranges. Rasmus has more than 19 years of experience, joining the business in 2008 from ABN AMRO, having spent the majority of his career specialising in alternative asset classes, portfolio management and hedge fund analysis. Rasmus has played a pivotal role in developing the team’s alternative investment capabilities and is frequently invited to speak at alternative investment conferences and industry events.   

Rasmus holds an MSc in International Securities, Investment and Banking from the ICMA Centre, University of Reading, the Investment Management Certificate and is a Chartered Alternative Investment Analyst (CAIA).