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

Quilter Investors Monthly Income Portfolio U1 (GBP) Income

Fund

ISIN GB00BJMXGW38 / Valor 47626384

NAV (2025-12-17)
GBP 0.99+0.02%

Quilter Investors Monthly Income Portfolio U1 (GBP) Income
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Quilter Investors Monthly Income Port aims to generate income and potential growth by holding a diverse global portfolio. It invests 20% to 60% in company shares of all sizes, including smaller firms, and allocates the rest to a variety of assets such as debt securities, property, commodities like metals and energy, money-market instruments, currencies, and cash. The fund uses a mix of collective investment schemes, investment trusts, ETFs, and direct investments to ensure broad exposure across both developed and emerging markets.

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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
0.01%GBP 0.98
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
0.08%GBP 1.27
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 1.28
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
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Annual Return

-50%0%+50%

Risk level

110
0.00%GBP 1.01
Quilter Investors Monthly Income Portfolio A (GBP) Accumulation
Quilter Investors Monthly Income Portfolio A (GBP) Accumulation Quilter Investors Monthly Income Portfolio A (GBP) Accumulation
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.00%GBP 1.19