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Quilter Investors Cirilium Balanced Portfolio R (gbp) Accumulation (0P0000G2E7)

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2.33 +0.01    +0.31%
26/11 - Delayed Data. Currency in GBP
Type:  Fund
Market:  United Kingdom
Issuer:  Old Mutual Investment Management Limited
ISIN:  GB00B2Q8V204 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 1.14B
Old Mutual Cirilium Balanced Portfolio R GBP Acc 2.33 +0.01 +0.31%

Quilter Investors Cirilium Balanced Portfolio R (gbp) Accumulation Overview

 
Find basic information about the Quilter Investors Cirilium Balanced 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 0P0000G2E7 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: GB00B2Q8V204)
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Rating
1-Year Change9.62%
Prev. Close2.32
Risk Rating
TTM Yield3.30%
ROE19.63%
IssuerOld Mutual Investment Management Limited
Turnover62.80%
ROA8.27%
Inception DateJun 02, 2008
Total Assets1.14B
Expenses1.31%
Min. Investment15,000,000
Market Cap32.04B
CategoryGBP Moderate Allocation
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1039 1001 1111 974 1114 1484
Fund Return 3.85% 0.15% 11.1% -0.86% 2.18% 4.03%
Place in category 1219 1138 1245 1120 837 310
% in Category 87 79 90 89 78 49

Top Equity Funds by Quilter Investors Limited

  Name Rating Total Assets YTD% 3Y% 10Y%
  American Equity Fund U2 GBP Acc 1.01B 12.59 10.43 14.70
  American Equity Fund P GBP Acc 7.66M 19.49 11.85 14.69
  American Equity Fund R GBP Acc 838.25M 12.46 10.26 14.54
  American Equity Fund U1 GBP Acc 413.98M 12.52 10.34 14.62
  American Equity Fund A GBP Acc 57.82M 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 16.16B 1.72 3.51 6.54
  LifeStrategy 60 Equity Fund A Inc 16.16B 1.72 3.51 6.54
  HS Portfolio Retail Accumulation 5.26B 8.40 2.95 5.59
  Balanced Portfolio Retail Income 5.26B 8.37 2.95 5.59
  Balanced Portfolio C Accumulation 5.26B 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 9.949 -0.13%
Wellington Oppc Fxd Inc GBP S AcH IE00BKP4XS59 4.04 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators BUY Strong Buy Strong Buy
Summary Buy Strong Buy Strong Buy
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