LSE - Delayed Quote • GBp
Quilter Investors Managed Fund B (GBP) Accumulation (0P00000CHZ.L)
At close: March 13 at 8:00 PM GMT
Investment Information
- Min Initial Investment
- 1,000
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- 2.5
- Min Subsequent Investment
- 500
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- 0.5
Broker Availability
- Hargreaves Lansdown PLC
- Aberdeen
- Raymond James Investment Services Ltd
- Old Mutual Wealth
- Skandia
- Amber by Request
- Transact(UK)
- Fidelity Funds Network(UK)
- Nucleus Financial Group PLC
- Novia Financial PLC
- Skandia Investment Solutions
- AXA Elevate (Explicit)
- Aviva
- Amber
Fund Summary
The fund aims to provide long term capital growth through the active management of a diversified portfolio. It will invest primarily, either directly or indirectly, in bond and equity investments, generally by investing in other Quilter Investors collective investment schemes. There are no specific restrictions as to the economic sectors or geographic regions that the fund may invest in.
Fund Overview
| Category | GBP Flexible Allocation |
| Fund Family | Quilter Investors Limited |
| Net Assets | 112.57M |
| YTD Return | -6.02% |
| Yield | 1.88% |
| Morningstar Rating | |
| Inception Date | Nov 28, 1985 |
Performance & Risk
| YTD Return | -- |
| 5y Average Return | -- |
| Rank in Category (ytd) | 81 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.17 |
| Morningstar Risk Rating |
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