Quilter Investors Monthly Income Portfolio A (GBP) Accumulation header image

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.

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Source

https://www.quilter.com/investments/multi-asset-investment-portfolios/monthly-income-range/

Tags:
msci world balanced fund diversified assets

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OTHER SHARE CLASSES OF THIS FUND

Quilter Investors Monthly Income Portfolio A (GBP) Income
Quilter Investors Monthly Income Portfolio A (GBP) Income Quilter Investors Monthly Income Portfolio A (GBP) Income
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Annual Return

-50%0%+50%

Risk level

110
-0.03%GBP 0.91
Quilter Investors Monthly Income Portfolio U1 (GBP) Income
Quilter Investors Monthly Income Portfolio U1 (GBP) Income Quilter Investors Monthly Income Portfolio U1 (GBP) Income Valor: 47626384
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.03%GBP 0.92
Quilter Investors Monthly Income Portfolio U1 (GBP) Accumulation
Quilter Investors Monthly Income Portfolio U1 (GBP) Accumulation Quilter Investors Monthly Income Portfolio U1 (GBP) Accumulation Valor: 47626385
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.00%GBP 1.14
Quilter Investors Monthly Income Portfolio F (GBP) Accumulation
Quilter Investors Monthly Income Portfolio F (GBP) Accumulation Quilter Investors Monthly Income Portfolio F (GBP) Accumulation Valor: 48204706
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.00%GBP 1.15
Quilter Investors Monthly Income Portfolio F (GBP) Income
Quilter Investors Monthly Income Portfolio F (GBP) Income Quilter Investors Monthly Income Portfolio F (GBP) Income Valor: 48204695
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.02%GBP 0.93