Creation Moderate Portfolio
Investment Objective
To achieve capital growth over a period of five years or more.
The portfolio is diversified across asset classes, with exposure to equities between 35% and 75% and with volatility of between 9% and 13%.*
The performance comparator for the Fund is the IA Mixed Investment 40 85% 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
Risk-Targeted
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.
Well-Diversified
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.
Literature
Sacha Chorley
Portfolio ManagerSacha is manager of the Compass portfolios and co-portfolio manager of the Creation and Generation portfolios. He joined the business in 2011 and has played an important role in the development of the asset allocation and investment tools used across the multi-asset ranges. Prior to joining the business, he worked at Broadstone with their team of economists during the financial crisis, before moving into asset allocation and fund manager research.
Sacha is a CFA Charterholder and has a degree in Maths from the University of Bath. He has also completed the Chartered Alternative Investment Analyst (CAIA) qualification.
Stuart Clark
Portfolio ManagerStuart has been manager of the Old Mutual Wealth WealthSelect Managed Portfolio Service since launch in February 2014, manager of the QIPML Caerus Select Portfolios since March 2020, and manager of the Creation portfolios since March 2019. He joined the business in 2013 having spent more than 12 years working in fund research and analysis at organisations including UBS Wealth Management and Julius Baer.
Stuart is a Chartered Financial Analyst (CFA) and has a degree in Accounting and Finance from the University of Kent.
