To achieve capital growth over a period of five years or more.
The portfolio is diversified across asset classes, with exposure to equities between 15% and 55% and with volatility of between 6% and 10%.*
The performance comparator for the Fund is the IA Mixed Investment 20-60% Shares Sector average performance. This sector is considered appropriate on the basis that the Fund’s equity exposure over time is expected to be similar to that of the average fund in this sector. The Fund is not managed with reference to a benchmark.
The Fund is actively managed. This means the fund manager uses their expertise to pick investments to achieve the Fund’s objective.
* The volatility range is a target, based on long term actuarial assumptions and the Fund 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.
Reasons to Recommend
The portfolio is risk-targeted, giving clients comfort that it aims to carry a level of investment risk consistent with how it is described to them by their financial adviser – and helping to give them the confidence to invest for the long term.
The Creation portfolio managers seek to spread the investments across a broad range of asset classes with a focus on creating efficiencies for investors.
Access to ‘Global Partner’ Funds
Our global partners are fund managers who provide highly cost-effective access to the world-class building blocks from which multi-asset portfolios can be constructed. Global partners are chosen following a rigorous research process, based on them having a strong competitive edge in their respective asset class or market – and their ability to offer value for money for clients.
Market-Leading Investment Team
The Creation portfolios are managed by the Quilter Investors multi-asset investment team, which includes a wealth of talent including sector analysts, quantitative specialists and research professionals.
*The given volatility level is an estimate of the forward-looking annualised maximum volatility for the Fund. The portfolio is not expected to exceed the maximum volatility level most of the time. The volatility level is regularly reviewed and may change from time to time due to market conditions.