Quilter Investors Monthly Income and Growth Portfolio U1 (GBP) Income header image

Quilter Investors Monthly Income and Growth Portfolio U1 (GBP) Income

Fund

ISIN GB00BJMXGY51 / Valor 47626409

NAV (2025-11-14)
GBP 1.13-0.88%

Quilter Investors Monthly Income and Growth Portfolio U1 (GBP) Income
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Quilter Investors Mthly Inc and Gr Port focus on generating income and capital growth by investing primarily in a diverse range of global company shares, which make up between 40% and 85% of the portfolio, including stocks of all sizes from developed and emerging markets. The remaining portion is allocated to a variety of other assets such as debt securities from corporations and governments, property, commodities like metals and energy, money-market instruments, currencies, and cash. The fund utilizes a mix of actively managed investments and passive vehicles like ETFs and investment trusts to maintain a balanced and diversified portfolio aimed at achieving steady growth over a five-year period or longer.

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Tags:
msci world diversified assets moderate allocation

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OTHER SHARE CLASSES OF THIS FUND

Quilter Investors Monthly Income and Growth Portfolio U1 (GBP) Accumulation
Quilter Investors Monthly Income and Growth Portfolio U1 (GBP) Accumulation Quilter Investors Monthly Income and Growth Portfolio U1 (GBP) Accumulation Valor: 47626412
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Annual Return

-50%0%+50%

Risk level

110
-0.91%GBP 1.41
Quilter Investors Monthly Income and Growth Portfolio F (GBP) Accumulation
Quilter Investors Monthly Income and Growth Portfolio F (GBP) Accumulation Quilter Investors Monthly Income and Growth Portfolio F (GBP) Accumulation Valor: 48204714
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Annual Return

-50%0%+50%

Risk level

110
-0.90%GBP 1.43
Quilter Investors Monthly Income and Growth Portfolio A (GBP) Accumulation
Quilter Investors Monthly Income and Growth Portfolio A (GBP) Accumulation Quilter Investors Monthly Income and Growth Portfolio A (GBP) Accumulation Valor: 52684952
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Annual Return

-50%0%+50%

Risk level

110
-0.84%GBP 1.42
Quilter Investors Monthly Income and Growth Portfolio A (GBP) Income
Quilter Investors Monthly Income and Growth Portfolio A (GBP) Income Quilter Investors Monthly Income and Growth Portfolio A (GBP) Income Valor: 52684949
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Annual Return

-50%0%+50%

Risk level

110
-0.85%GBP 1.17
Quilter Investors Monthly Income and Growth Portfolio F (GBP) Income
Quilter Investors Monthly Income and Growth Portfolio F (GBP) Income Quilter Investors Monthly Income and Growth Portfolio F (GBP) Income Valor: 48204712
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Annual Return

-50%0%+50%

Risk level

110
-0.87%GBP 1.15