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Quilter Investors Cirilium Balanced Passive Portfolio R (gbp) Accumulation (0P0000XXKK)

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1.86 0.00    0%
22/11 - Closed. Currency in GBP
Type:  Fund
Market:  United Kingdom
ISIN:  GB00B7VWLQ60 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 913.59M
Old Mutual Cirilium Balanced Passive Portfolio R G 1.86 0.00 0%

0P0000XXKK Overview

 
Find basic information about the Quilter Investors Cirilium Balanced Passive Portfolio R (gbp) Accumulation mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P0000XXKK MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change10.7%
Prev. Close1.86
Risk Rating
TTM Yield3.85%
ROE23.14%
IssuerN/A
TurnoverN/A
ROA9.53%
Inception DateFeb 08, 2013
Total Assets913.59M
Expenses0.85%
Min. Investment15,000,000
Market Cap69.03B
CategoryGBP Moderate Allocation
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Quilter Investors Cirilium Balanced Passive Portfolio R (gbp) Accumulation Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1063 1019 1125 1056 1169 1699
Fund Return 6.31% 1.87% 12.54% 1.85% 3.18% 5.44%
Place in category 762 982 689 558 512 73
% in Category 57 68 52 47 49 12

Top Equity Funds by Quilter Investors Limited

  Name Rating Total Assets YTD% 3Y% 10Y%
  American Equity Fund P GBP Acc 7.64M 19.49 11.85 14.69
  American Equity Fund R GBP Acc 830.04M 12.46 10.26 14.54
  American Equity Fund U1 GBP Acc 412.97M 12.52 10.34 14.62
  American Equity Fund U2 GBP Acc 1.01B 12.59 10.43 14.70
  American Equity Fund A GBP Acc 43.32M 6.85 12.91 14.28

Top Funds for GBP Moderate Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  LifeStrategy 60 Equity Fund A Acc 15.97B 1.72 3.51 6.54
  LifeStrategy 60 Equity Fund A Inc 15.97B 1.72 3.51 6.54
  HS Portfolio Retail Accumulation 5.25B 8.40 2.95 5.59
  Balanced Portfolio Retail Income 5.25B 8.37 2.95 5.59
  Port Institutional Accumulation 5.25B 8.84 4.11 6.83

Top Holdings

Name ISIN Weight % Last Change %
iShares North American Eq Idx (UK) L Acc GB00B08HD588 16.91 - -
  BlackRock UK Equity Tracker Fund L Acc GB00B08HD810 11.35 3.11 +1.86%
Amundi IS JP Morgan GBI Glbl Gvs ETFDR£H LU2355200796 11.23 - -
Vanguard UK Invm Grd Bd Idx Ins Pl £ Acc IE00BPT2BV95 10.75 - -
BlackRock ICS Sterling Liq Premier Acc IE00B43FT809 9.64 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Strong Buy Strong Buy Strong Buy
Summary Strong Buy Strong Buy Strong Buy
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