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Quilter Investors Cirilium Conservative Portfolio R (gbp) Accumulation (0P0000VW6D)

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1.45 0.00    0%
24/12 - Closed. Currency in GBP
Type:  Fund
Market:  United Kingdom
ISIN:  GB00B6XW5B09 
Asset Class:  Other
  • Morningstar Rating:
  • Total Assets: 198.93M
Old Mutual Cirilium Conservative Portfolio R GBP A 1.45 0.00 0%

0P0000VW6D Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Old Mutual Cirilium Conservative Portfolio R GBP A (0P0000VW6D) fund. Our Old Mutual Cirilium Conservative Portfolio R GBP A portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name  Net %  Long %  Short %
Cash 3.14 85.20 82.06
Shares 21.36 21.42 0.06
Bonds 65.97 108.51 42.54
Convertible 0.89 0.89 0.00
Preferred 0.16 0.16 0.00
Other 8.48 9.55 1.07

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 14.46 15.04
Price to Book 2.01 2.06
Price to Sales 1.29 1.55
Price to Cash Flow 9.57 9.21
Dividend Yield 2.50 2.99
5 Years Earnings Growth 11.38 10.38

Sector Allocation

Name  Net % Category Average
Financial Services 20.06 17.23
Healthcare 16.25 10.14
Technology 15.60 14.83
Industrials 12.53 12.30
Consumer Cyclical 10.97 10.05
Consumer Defensive 6.76 8.46
Communication Services 6.21 6.11
Basic Materials 4.51 5.84
Energy 3.61 5.46
Real Estate 1.99 5.96
Utilities 1.50 4.11

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Australasia
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 93

Number of short holdings: 26

Name ISIN Weight % Last Change %
iShares UK Gilts All Stks Idx (UK) L Acc GB00B08HD364 12.09 - -
Quilter Inv Stlg Corp Bd A GBP Acc GB00BQ7ZB848 7.80 - -
Quilter Investors Corp Bd U2 (GBP) Acc GB00BD9MP466 7.79 - -
  Wellington Global Credit Plus Fund G GBP Dis Hedge IE00B7FC8D89 7.52 9.872 -0.20%
Wellington Oppc Fxd Inc GBP S AcH IE00BKP4XS59 6.07 - -
  Henderson Strategic Bond Fund I Acc GB0007533820 6.05 3.39 -0.26%
Allianz Strategic Bond I Acc GB00BJ1DZT42 6.03 - -
  Vanguard US Government Bond Index Institutional Pl IE00BFPM9Z33 3.93 112.470 +0.04%
AQR Mgd Futures UCITS F GBP LU1103258510 2.46 - -
  M&G Japan Fund Sterling I Acc GB00B74CQP79 1.82 38.35 +0.20%

Top Other Funds by Quilter Investors Limited

  Name Rating Total Assets YTD% 3Y% 10Y%
  Moderate Portfolio A GBP Acc 1.3B 7.77 0.04 4.51
  Moderate Portfolio R GBP Acc 1.3B 8.27 0.52 5.03
  Old Mutual Cirilium Moderate Passiv 1.72B 10.58 4.21 6.94
  Conservative Portfolio A GBP Acc 198.93M 2.85 -1.98 2.06
  Old Mutual Cirilium Conservative Pa 179.3M 5.35 0.66 3.38
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