MyGoal - Moderate

Seeking a moderate level of return and willing to accept a few ups and downs along the way? This MyGoal portfolio could be right up your street. You’ll have a dedicated team of experts at Quilter managing your portfolio in line with your needs and expectations. So, you can have confidence your financial goals are in safe hands.

Companies and brands

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Asset Allocation

Global Equity

Fixed Income

23.3

Alternatives

6.8

Cash

Investment details

Investment name:

Quilter Investors Cirilium Moderate Passive Portfolio R (GBP) Accumulation

ISIN:

GB00B8Y8NJ51

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