The Monthly Income portfolio managers search for the best income opportunities across all asset classes, regions, sectors, styles and investment structures to deliver a combination of income and capital growth within a risk-targeted framework.
In a constantly evolving landscape where macroeconomic and geopolitical pressures can weigh on markets and affect business outlooks, investors need to start looking beyond the traditional income sources.
Monthly Income Portfolios Q1 2021 update
Watch the latest update on the Monthly Income Portfolios from portfolio manager, Helen Bradshaw and head of investment directors, Danny Knight. She reviews how the portfolios behaved during a mixed quarter for financial markets and comments on the economic recovery and the significance of a rising yield. She also highlights changes made to the portfolios over the quarter and reasons for income investors to be optimistic.
Quilter Investors demonstrating commitment to ESG integration
We are delighted to have been awarded a company ESG rating of 2 by Square Mile Research, demonstrating our full commitment to ESG integration in our business.
Find out more about our approach to Responsible Investment.
Features and benefits
The Quilter Investors Monthly Income Portfolios have been designed in collaboration with financial advisers, research agencies and customers.
- Actively managed to ensure the portfolios maintain their risk-targets while delivering a sustainable income stream. This is achieved through a core of active investments that form the heart of the portfolios, passive and smart beta strategies are then used around them to provide interesting and differentiated exposure to income opportunities
- Flexible and diversified at every level across asset classes, styles, sectors, regions and investment vehicles
- Risk-targeted portfolios set at two different risk levels, with differing income and growth profiles, to enable you to choose the right solution for your needs
- Smoothed monthly yield is targeted for those seeking an even level of income payments over the period. This means we aim to even out some of the variability from income sources, such as dividend payments, to try and avoid large differentials in the monthly payments paid to investors.
Ongoing monitoring and oversight
The composition of each portfolio is carefully monitored on an ongoing basis. Should the market environment or the underlying fund manager experience a change in circumstances, the Monthly Income portfolio managers are ready to make any necessary changes. They adjust the portfolios 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 portfolios are 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 portfolios are assessed in order to monitor liquidity levels, frequency of trades and the number of positions held, against the investment guidelines.