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Quilter Investors Monthly Income Portfolios

Diversified solutions to help deliver a sustainable income

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 Q2 2020 Update

Watch the latest update on the Monthly Income Portfolios from portfolio manager, Helen Bradshaw. She reviews how the portfolios behaved during Q3 and what changes she implemented. She also discusses how she will navigate the portfolios during an eventful Q4 which will see the US election, Brexit and the ongoing impact of coronavirus.

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.

Helen Bradshaw

Portfolio Manager

Helen is manager of the multi-asset Monthly Income portfolio range. She joined Quilter Investors in January 2019 having spent 15 years at Janus Henderson Investors. Whilst at Janus Henderson she ran a number of multi-asset strategies, with a particular focus on multi-asset income.

Helen holds an LLB law degree from Exeter University; the Legal Practice Course from the University of Law, Guildford and the Investment Management Certificate.

CJ Cowan

Assistant Portfolio Manager

CJ is an assistant portfolio manager and works closely with Helen Bradshaw on the multi-asset Monthly Income portfolio range. He joined Quilter Investors in August 2018 from Aberdeen Standard Investments where he worked in the Global Macro team, managing global government bond and global aggregate portfolios.

CJ is a CFA Charterholder and has a degree in Economics from the University of Bristol and an MPhil in Economic and Social History from Brasenose College, Oxford. He has also completed the Chartered Alternative Investment Analyst (CAIA) qualification.