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Quilter Investors Monthly Income Portfolio A (GBP) Accumulation (0P0001LI0Z.L)

LSE - LSE Delayed Price. Currency in GBp (0.01 GBP)
106.700.00 (0.00%)
At close: 08:00PM GMT
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Quilter Investors Monthly Income Portfolio A (GBP) Accumulation

Senator House, 85 Queen Victoria Street

Management Information
Helen Bradshaw,Lead Manager since June 26, 2019
Helen is manager of the multi-asset Monthly Income portfolio range. She joined Quilter Investors in January 2019 having spent 15 years at Janus Henderson Investors. Whilst at Janus Henderson she ran a number of multi-asset strategies, with a particular focus on multi-asset income. Helen holds an LLB law degree from Exeter University; the Legal Practice Course from the University of Law, Guildford and the Investment Management Certificate.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryGBP Moderate Allocation
Fund FamilyQuilter Investors Limited
Net Assets204.61M
YTD Return-11.70%
Yield4.00%
Morningstar RatingN/A1
Inception DateJan 29, 2021

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings TurnoverN/A
Average for CategoryN/A

Fees & Expenses

Expense0P0001LI0Z.LCategory Average
Annual Report Expense Ratio (net)0.00%0.00%
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/AN/A
Max Deferred Sales LoadN/AN/A
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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