Two Quilter Investors (QI) funds were marked red and five funds labelled amber in the firm’s latest Assessment of Value report (AoV).
The remaining 17 funds were deemed to offer value and marked green. However, they highlighted that seven of these were launched in 2019 and therefore have a track record less than "the minimum recommended holding period of five years". The two funds marked red are the Quilter Investors Strategic Bond fund and the Quilter Investors Diversified Portfolio. The £475m Diversified Portfolio fund targets outperformance of CPI by 4% net of charges over a rolling seven-year period. It has matched or exceeded the target four out of seven of the years to the end of 2020, which resulted in an ove...
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