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Quilter Investors Generation Portfolio

Investing for retirement income

Features and benefits

The Generation portfolio is an investment solution that seeks to make the most of the opportunities, and tackle the challenges head-on.

  • It is aimed at investors who are either approaching retirement, at retirement or part way through retirement
  • The portfolio can be used alongside other solutions, such as annuities, or as a stand-alone option and they can be used across a range of investment products, including individual savings accounts (ISAs) and self-invested personal pensions (SIPPs)
  • Generation has been designed by the highly experienced investment team at Quilter Investors, in collaboration with financial advisers, to give you more flexibility regarding how you use retirement savings to support yourself in your later years.

Ongoing monitoring and oversight

The composition of the portfolio is carefully monitored on an ongoing basis. Should the market environment or the underlying fund manager experience a change in circumstances, the Generation portfolio managers are ready to make any necessary changes. They adjust the portfolio 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 portfolio is 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 portfolio is assessed in order to monitor liquidity levels, frequency of trades and the number of positions held, against the investment guidelines.

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.

Sacha Chorley

Portfolio Manager

Sacha 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.

Ian Jensen-Humphreys

Portfolio Manager

Ian is manager of the Cirilium Blend and Generation portfolio ranges. He joined the business in March 2020 from Seven Investment Management (7IM), where he was most recently deputy chief investment officer. He joined 7IM in 2016 as a senior investment manager, focusing on derivatives and alternatives within the multi-asset portfolios, and also co-managed the 7IM Real Return Fund. Ian started his career at Goldman Sachs, where he spent 15 years specialising in risk management and portfolio hedging strategies, before joining Citigroup where he was responsible for identifying strategic investment solutions for UK pension funds.

Ian is a CFA Charterholder and has a degree in Physics from Oxford University.