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Quilter Investors Cirilium Balanced Portfolio A (gbp) Accumulation (0P0000KNBZ)
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23/12 - Closed. Currency in GBP
- Morningstar Rating:
- Total Assets: 1.09B
Type:
Fund
Market:
United Kingdom
Issuer:
Old Mutual Investment Management Limited
ISIN:
GB00B2Q8V089
Asset Class:
Equity
Old Mutual Cirilium Balanced Portfolio A GBP Acc
1.04
-0.00
-0.03%
- Overview
- Profile
- Historical Data
- Holdings
0P0000KNBZ Overview
On this page you'll find an in-depth profile of Quilter Investors Cirilium Balanced Portfolio A (gbp) Accumulation. Learn about the key management, total assets, investment strategy and contact information of 0P0000KNBZ among other information.
Investment Strategy
To achieve capital growth over a period of five years or more through investment in markets both in the UK and overseas. The Fund invests through regulated and unregulated collective investment schemes (which may include those schemes managed or operated by the ACD or an associate of the ACD), investment companies (including investment trusts), exchange traded funds and hedge funds. It is expected that exposure will vary between equities, fixed interest, property, commodities, cash and currency.
Contact Information
Address
Senator House, 85 Queen Victoria Street
London, EC4V 4AB
United Kingdom
London, EC4V 4AB
United Kingdom
Phone
020 7332 7500
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| CJ Cowan | - | 2023 | Now |
| Biography | 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. | ||
| Sacha Chorley | - | 2022 | Now |
| Biography | Sacha is manager of the Compass Portfolios, and manager on the Creation and Cirilium Blend Portfolios. He joined the business in 2011 and has played an important role in the development of the asset allocation and investment tools used across the multi-asset ranges. Prior to joining the business, he worked at Broadstone with their team of economists during the financial crisis, before moving into asset allocation and fund manager research. Sacha is a CFA Charterholder and has a degree in Maths from the University of Bath. He has also completed the Chartered Alternative Investment Analyst (CAIA) qualification. | ||
| Ian Jensen-Humphreys | - | 2022 | Now |
| Biography | Ian is manager of the Cirilium Blend and Generation portfolio ranges. He joined the business in March 2020 from Seven Investment Management (7IM), where he was most recently deputy chief investment officer. He joined 7IM in 2016 as a senior investment manager, focusing on derivatives and alternatives within the multi-asset portfolios, and also co-managed the 7IM Real Return Fund. Ian started his career at Goldman Sachs, where he spent 15 years specialising in risk management and portfolio hedging strategies, before joining Citigroup where he was responsible for identifying strategic investment solutions for UK pension funds. Ian is a CFA Charterholder and has a degree in Physics from Oxford University. | ||
| Hinesh Patel | - | 2021 | 2023 |
| Biography | Hinesh Patel is a portfolio manager on the Cirilium Portfolios. He joined the business in 2008 working in fixed income and macro as strategist, an assistant portfolio manager and then a portfolio manager before joining the multi-asset desk in 2016. Hinesh has played an important role in developing the team’s investment capabilities and macroeconomics analysis. Before joining the business Hinesh was a senior analyst at Lehman Brothers. Hinesh is a CFA Charterholder and holds an MEng in Mechanical Engineering from Brunel University, including specialisms in automotive design and aeronautics. He holds the Investment Management Certificate and has completed the Certificate in Quantitative Finance (CQF) level 1. | ||
| Paul Craig | Manager | 2008 | 2023 |
| Biography | Paul is manager of the Cirilium and Cirilium Passive portfolio ranges. He joined the business in December 2014 from Henderson Global Investors, following the acquisition of Cirilium. Paul has managed the Cirilium portfolios since 2009, taking on these responsibilities shortly after the inception of the original range. He has more than 25 years of asset management experience and has also acted as a non-executive director of four investment trusts. | ||
| Rasmus Soegaard | - | 2014 | 2021 |
| Biography | Rasmus is a portfolio manager across the Cirilium portfolio ranges. Rasmus has more than 19 years of experience, joining the business in 2008 from ABN AMRO, having spent the majority of his career specialising in alternative asset classes, portfolio management and hedge fund analysis. Rasmus has played a pivotal role in developing the team’s alternative investment capabilities and is frequently invited to speak at alternative investment conferences and industry events. Rasmus holds an MSc in International Securities, Investment and Banking from the ICMA Centre, University of Reading, the Investment Management Certificate and is a Chartered Alternative Investment Analyst (CAIA). | ||
| Simon Akroyd | Head | 2008 | 2009 |
| Biography | Simon Akroyd is the head of New Star’s private client department and leads the team that manages the New Star Intrinsic fund range. Simon has more than 20 years’ experience in the City and was fund director and head of the private unit trust desk at Cazenove before moving to Aberdeen Asset Management where he was managing director of the private portfolio management division. | ||
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