Quilter Investors Monthly Income Portfolio A (GBP) Accumulation
Fund
ISIN GB00BLD6XZ78 / Valor null
NAV (2025-04-17)
GBP 1.07-0.09%
Quilter Investors Monthly Income Portfolio A (GBP) Accumulation
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General Objective
The fund aims to provide income with the potential for some capital growth over a period of five years or more.
Fund Exposure
The fund maintains a balanced position with exposure of between 20% and 60% to company shares, while also investing in a diversified range of assets in developed and emerging markets worldwide. These assets include debt securities, property, commodities, money-market instruments, currencies, and cash.
Risks
Investors should be aware that the fund may be subject to market volatility, credit risk, interest rate risk, and currency risk. Additionally, the use of derivatives and the active management strategy may introduce additional risks to the fund.