MyGoal - Balanced

Looking for growth with a balanced approach to risk? This MyGoal portfolio could be just the thing you’re looking for. When investing in this portfolio, you’ll have a dedicated team of experts at Quilter focused on consistently meeting your investment needs. So, you can have confidence your financial goals are in safe hands.

Companies and brands

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Asset Allocation

Global Equity

44.2

Fixed Income

38.3

Alternatives

7.5

Cash

Investment details

Investment name:

Quilter Investors Cirilium Balanced Passive Portfolio R (GBP)

ISIN:

GB00B7VWLQ60

Ticker:

Categories:

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Risk level

Risk level:

Remember, your capital is at risk

Diversification

Funds are not only a great way to gain exposure to major stock market indices, like the S&P 500 or FTSE All-Share, but also enable you to access more niche markets or specific sectors.

Simplicity

When buying funds, you invest in a basket of stocks that will mirror how a specific index performs without buying all the stocks individually.

Tax-efficient

Exchange-traded funds are exempt from the 0.50% stamp duty. Hold your funds as part of an ISA or SIPP tax wrapper, and you can access additional tax benefits.

Low costs

Funds tend to be less costly than purchasing individual shares - fewer transactions, less trading costs.

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Build your wealth your way. Capital at risk