Quilter Investors Creation Balanced Portfolio U2 (GBP) Accumulation header image

Quilter Investors Creation Balanced Portfolio U2 (GBP) Accumulation

Fund

ISIN GB00BJ38GJ44 / Valor 23666146

NAV (2026-09-21)
GBP 1.60+0.19%

Quilter Investors Creation Balanced Portfolio U2 (GBP) Accumulation
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Quilter Investors Creation Balanced Port seeks long-term capital growth by investing in a wide variety of global assets. The portfolio includes between 15% and 55% in company shares of all sizes from both developed and emerging markets. The rest of the investments are diversified across debt securities, real estate, commodities such as metals and energy, money-market instruments, currencies, and cash. This balanced mix ensures exposure to different asset classes, aiming to achieve steady growth over a period of five years or more.

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Tags:
multi asset diversified ia mixed investment 20-60% shares

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OTHER SHARE CLASSES OF THIS FUND

Quilter Investors Creation Balanced Portfolio U1 (GBP) Accumulation
Quilter Investors Creation Balanced Portfolio U1 (GBP) Accumulation Quilter Investors Creation Balanced Portfolio U1 (GBP) Accumulation Valor: 21281793
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Annual Return

-50%0%+50%

Risk level

110
0.19%GBP 1.60
Quilter Investors Creation Balanced Portfolio A (GBP) Accumulation
Quilter Investors Creation Balanced Portfolio A (GBP) Accumulation Quilter Investors Creation Balanced Portfolio A (GBP) Accumulation Valor: 4267109
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Annual Return

-50%0%+50%

Risk level

110
0.17%GBP 0.96