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Quilter Investors Cirilium Balanced Portfolio A (gbp) Accumulation (0P0000KNBZ)

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1.05 0.00    0%
22/11 - Delayed Data. Currency in GBP
Type:  Fund
Market:  United Kingdom
Issuer:  Old Mutual Investment Management Limited
ISIN:  GB00B2Q8V089 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 1.13B
Old Mutual Cirilium Balanced Portfolio A GBP Acc 1.05 0.00 0%

Quilter Investors Cirilium Balanced Portfolio A (gbp) Accumulation Overview

 
Find basic information about the Quilter Investors Cirilium Balanced Portfolio A (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 0P0000KNBZ MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: GB00B2Q8V089)
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Rating
1-Year Change8.08%
Prev. Close1.04
Risk Rating
TTM Yield2.28%
ROE19.63%
IssuerOld Mutual Investment Management Limited
Turnover62.80%
ROA8.27%
Inception DateJun 02, 2008
Total Assets1.13B
Expenses5.06%
Min. Investment1,000
Market Cap32.04B
CategoryGBP Moderate Allocation
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1034 1000 1105 958 1082 1405
Fund Return 3.41% 0.02% 10.53% -1.41% 1.59% 3.46%
Place in category 1275 1199 1310 1165 958 459
% in Category 91 83 94 93 87 69

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 16.09B 1.72 3.51 6.54
  LifeStrategy 60 Equity Fund A Inc 16.09B 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
  Balanced Portfolio C Accumulation 5.25B 8.51 3.67 6.30

Top Holdings

Name ISIN Weight % Last Change %
iShares UK Gilts All Stks Idx (UK) L Acc GB00B08HD364 8.24 - -
Quilter Investors Corp Bd U2 (GBP) Acc GB00BD9MP466 5.51 - -
Quilter Inv Stlg Corp Bd A GBP Acc GB00BQ7ZB848 5.49 - -
  Wellington Global Credit Plus Fund G GBP Dis Hedge IE00B7FC8D89 4.20 9.885 +0.06%
Wellington Oppc Fxd Inc GBP S AcH IE00BKP4XS59 4.04 - -

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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