Skip to main content
Search

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.

Paul-Craig COL Grey Background.jpg

Paul Craig

Portfolio Manager

Paul is manager of the Cirilium portfolio ranges and co-manager of the Generation portfolios, supported by the wider portfolio management team. 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.