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Quilter Investors Monthly Income Portfolio A (GBP) Accumulation (0P0001LI0Z.L)
MCE - MCE Delayed Price. Currency in GBp (0.01 GBP)
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Quilter Investors Monthly Income Portfolio A (GBP) Accumulation
Senator House, 85 Queen Victoria Street
020 7332 7500
Management Information
,Lead Manager since May 1, 2021
CJ is a dedicated portfolio manager who partners with Helen Bradshaw on the multi-asset Monthly Income portfolio range. He joined Quilter Investors in August 2018 from Aberdeen Standard Investments where he worked in the Global Macro team, managing global government bond and global aggregate portfolios. CJ is a CFA Charterholder and has a degree in Economics from the University of Bristol and an MPhil in Economic and Social History from Brasenose College, Oxford. He has also completed the Chartered Alternative Investment Analyst (CAIA) qualification.
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
CategoryN/A
Fund FamilyQuilter Investors Limited
Net Assets167.78M
YTD Return0.08%
Yield3.76%
Morningstar RatingN/A1
Inception DateJun 26, 2019
Fund Operations
Last Dividend0.01
Last Cap GainN/A
Holdings TurnoverN/A
Average for CategoryN/A
Fees & Expenses
Expense0P0001LI0Z.LCategory Average
Annual Report Expense Ratio (net)0.00%N/A
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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