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Quilter Investors Managed A GBP Acc NAV

IMA Sector:

Mixed Investment 40-85% Shares

ISIN:

GB00B1XG7V15

Fund Type:

Unit Trust

Add To Portfolio

5,281.11p

PEP:
ISA:
CAT Std:

Date: 13-Mar-2020
Change: -117.89p
Change %: -2.18%

Currency: GBP
YTD change: 5,281.11p
YTD %: n/a

Fund Objective

To provide long term capital growth through the active management of a diversified portfolio. It will invest primarily, either directly or indirectly, in bond and equity investments, generally by investing in other Old Mutual collective investment schemes. There are no specific restrictions as to the economic sectors or geographic regions that the scheme may invest in.

Fund Performance

FTSE 100

Fund

5 year Quilter Investors Managed A GBP Acc NAV

3 year Quilter Investors Managed A GBP Acc NAV

1 Year Quilter Investors Managed A GBP Acc NAV

6 Month Quilter Investors Managed A GBP Acc NAV

1 Month Quilter Investors Managed A GBP Acc NAV

Top 10 Holdings

Name	% Net Assets
Old Mutual North American Equity	13.0%
Old Mutual UK Select Equity	11.6%
Old Mutual Global Equity Absolute Return	10.6%
Old Mutual European Equity	10.4%
Old Mutual Asian Select	10.0%
Old Mutual UK Dynamic Equity	9.8%
Old Mutual UK Equity Income	8.7%
Old Mutual Dynamic Bond	8.6%
Old Mutual Global Strategic Bond	8.6%
Old Mutual Japanese Select	3.0%

Holdings Breakdown

Key	% Net Assets
Old Mutual North American Equity	13.0%
Old Mutual UK Select Equity	11.6%
Old Mutual Global Equity Absolute Return	10.6%
Old Mutual European Equity	10.4%
Other	54.4%