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Quilter Investors Cirilium Moderate Passive Portfolio
Managed by Quilter Investment Platform LimitedPart of Quilter Investors Cirilium OEIC
Latest factsheet
Jul 2026
Fund size
£2.33bn
Yearly charge
0.34%
Manager fee
–
Income yield
1.83%
Holdings
–
Launched
8 Feb 2013
The portfolio aims to achieve capital growth over a period of five years or more. The portfolio will target an annualised volatility of between 53% and 77% of the expected annualised volatility of global equities (a reasonable proxy for global equities is the MSCI All Country World Index). The portfolio is one of a range of five risk-targeted portfolios and is managed to a moderate risk level, which is the middle risk level in the range.
Ian Jensen-Humphreys (Portfolio Manager) · Sacha Chorley (Portfolio Manager) · CJ Cowan (Portfolio Manager)
Cumulative performance
| Period | Fund | Sector average | Benchmark | vs sector |
|---|---|---|---|---|
| YTD | +7.20% | – | +7.10% | – |
| 1Y | +14.60% | – | +13.10% | – |
| 3Y | +39.40% | – | +35.10% | – |
| 5Y | +40.80% | – | +31.20% | – |
| Since launch | +173.40% | – | +137.60% | – |
Calendar-year performance
| 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|
| -2.40% | +3.60% | +10.70% | +9.90% | +14.60% |
Top holdings
| # | Holding | Weight | |
|---|---|---|---|
| 1 | iShares UK Equity Index Fund | 16.40% | |
| 2 | iShares North American Equity Index Fund | 14.50% | |
| 3 | Amundi MSCI Emerging Markets ETF | 9.50% | |
| 4 | iShares Continental European Equity Index | 9.10% | |
| 5 | Vanguard UK Investment Grade Bond … | 8.00% | |
| 6 | Invesco MSCI North America Swap UCITS … | 7.70% | |
| 7 | Invesco Markets IV ICAV - Invesco Global … | 7.50% | |
| 8 | iShares Japan Equity Index Fund | 6.80% | |
| 9 | iShares UK Gilts All Shares Index Fund | 5.20% | |
| 10 | Vanguard Glbl Corporate Bond Index Fund | 3.50% |
Portfolio breakdown
Asset allocation
| Global Equity | 66.00% | |
| Fixed income | 28.60% | |
| Alternatives | 5.00% | |
| Cash | 0.40% |
Share classes
| Class | ISIN | SEDOL | Type | Hedged | Manager fee | Yearly charge | Minimum |
|---|---|---|---|---|---|---|---|
| R GBP Acc | GB00B8Y8NJ51 | B8Y8NJ5 | acc | – | – | 0.34% | £15.0m |
Source factsheets
| Month | Published by the manager | Read on |
|---|---|---|
| Jul 2026 | View original factsheet ↗ | 22 Aug 2026 |