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Quilter Investors Cirilium Conservative Passive Portfolio R (gbp) Accumulation (0P0000XXKJ)

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24/12 - Closed. Currency in GBP
Type:  Fund
Market:  United Kingdom
ISIN:  GB00B8BKRY79 
Asset Class:  Other
  • Morningstar Rating:
  • Total Assets: 179.3M
Old Mutual Cirilium Conservative Passive Portfolio 1.50 0.00 0%

0P0000XXKJ Overview

 
Find basic information about the Quilter Investors Cirilium Conservative 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 0P0000XXKJ MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change4.75%
Prev. Close1.5
Risk Rating
TTM Yield5.31%
ROE23.10%
IssuerN/A
TurnoverN/A
ROA9.53%
Inception DateFeb 08, 2013
Total Assets179.3M
Expenses0.85%
Min. Investment15,000,000
Market Cap72.56B
CategoryGBP Moderately Cautious Allocation
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Quilter Investors Cirilium Conservative Passive Portfolio R (gbp) Accumulation Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1053 1014 1086 1020 1096 1395
Fund Return 5.35% 1.41% 8.56% 0.66% 1.86% 3.38%
Place in category 436 334 477 293 268 71
% in Category 67 52 72 47 47 21

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
  Conservative Portfolio R GBP Acc 198.93M 3.24 -1.50 2.63

Top Funds for GBP Moderately Cautious Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  LifeStrategy 40 Equity Fund A Acc 5.85B 0.46 0.60 4.77
  LifeStrategy 40 Equity Fund A Inc 5.85B 0.46 0.60 4.78
  & General Multi-Index 4 Fund C Acc 248.37M 6.58 1.11 4.43
  General Multi-Index 4 Fund C Dist 6.62M 6.57 1.11 4.43
  & General Multi-Index 4 Fund F Acc 202.7K 6.37 0.90 4.18

Top Holdings

Name ISIN Weight % Last Change %
Amundi IS JP Morgan GBI Glbl Gvs ETFDR£H LU2355200796 16.56 - -
Vanguard UK Invm Grd Bd Idx Ins Pl £ Acc IE00BPT2BV95 15.69 - -
BlackRock ICS Sterling Liq Premier Acc IE00B43FT809 14.12 - -
Vanguard Glb Corp Bd Idx Ins Pl £ H Acc IE00BDFB5D65 12.30 - -
  Lyxor UCITS Iboxx GBP Gilts LU1407892592 11.43 119.53 -0.47%

Technical Summary

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