MyGoal - Conservative

If you’re seeking slower and steadier growth over time, this MyGoal portfolio could be right for you. Investing in this portfolio means you’ll have a dedicated team of experts at Quilter working hard and making investment decisions with your needs in mind. So, you can have confidence your financial goals are in safe hands.

Companies and brands

No items found.

Asset Allocation

Global Equity

22.3

Fixed Income

56.2

Alternatives

Cash

14.5

Investment details

Investment name:

Quilter Investors Cirilium Conservative Passive Portfolio R (GBP) Accumulation

ISIN:

GB00B8BKRY79

Ticker:

Categories:

United Kingdom

Diversification

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