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.