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Investments overview Quilter

The risks of investing in ETFs, ETCs and investment trusts may differ from other fund types available. For example, the value of ETFs, ETCs and investment trusts are influenced by supply and demand in addition to the value of the assets they are invested in, and they are not protected by the …

Actived: 2 days ago

URL: https://platform.quilter.com/investments-and-funds/investments-overview/

Investments and funds Quilter

(1 days ago) Investing in uncertain times. Investing in uncertain times. Access useful information and guides to support you through turbulent times, such as the coronavirus pandemic. Investing in uncertain times. Market news Market news. Market news. Find an adviser Find an adviser. Find an adviser

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Investment fees and charges Quilter

(9 days ago) The actual cost of investing depends on variable factors such as the amount involved, the investments you choose, and any fees you have agreed with your adviser. Before you make an investment, you will be given a personalised key features illustration or projection that sets out …

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Investing in uncertain times Quilter

(5 days ago) Investing in uncertain times Helping you to stay connected during coronavirus and beyond. Times of market uncertainty. During times of market uncertainty, it’s natural for some investors to feel concerned. Share prices can rise and fall but, for the long-term investor, this shouldn’t be the primary concern.

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You asked for access to your investment partners Quilter

(6 days ago) Investing in uncertain times. Investing in uncertain times. Access useful information and guides to support you through turbulent times, such as the coronavirus pandemic. Investing in uncertain times. Market news Market news. Market news. Find an adviser Find an adviser. Find an adviser

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Collective Investment Account Quilter

(Just Now) Our Collective Investment Account is designed to be used as a medium- to long-term investment, and gives you a flexible way of holding a wide variety of assets in one convenient place, with no limits on the amounts you can invest. The CIA is often used by investors as a flexible …

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Key Features of the Collective Investment Account

(1 days ago) Investing with Quilter – This is a brochure explaining the benefits of investing with Quilter and the products and services available. Making the Cost of Investment Clear – This explains the roles of each party involved and what charges are applicable for your investment. Terms and Conditions

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Quilter's platform Quilter

(9 days ago) Investing in uncertain times. Investing in uncertain times. Access useful information and guides to support you through turbulent times, such as the coronavirus pandemic. Investing in uncertain times. Market news Market news. Market news. Find an adviser Find an adviser. Find an adviser

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Platform charge bases Quilter

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Our investment solutions Quilter

(3 days ago) A diverse range of solutions. We have worked closely with financial advisers to design a range of multi-asset investments, managed by Quilter Investors, that offer you a choice of outcomes (such as growing your money or receiving an income) at different risk and price levels, through an investment solution you can trust.

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Investing for children Quilter

(Just Now) We estimate that parents investing the maximum contribution each year into a stocks and shares Junior ISA for 18 years could save around £330,000 (assuming the allowance increases 2% a year and investments grow by 4% net of charges). That’s a lot of money to give an 18-year-old! A Junior ISA is a simple choice but probably (for most anyway

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Ethical & socially responsible investing Quilter

(7 days ago) These have the strictest investment criteria, avoiding investing in companies that have a poor record on environmental, human rights or other ethical grounds. Dark green funds normally exclude companies involved within the defence, tobacco, gambling and alcohol sectorsSector A sector is a grouping of funds with a similar investment objective

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How do I invest in a Collective Investment Account (CIA

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A new way to hold cash Quilter

(1 days ago) Investing in cash over the long term could mean your investment doesn’t keep up with inflation and may not achieve the best returns. Because cash interest rates are low, holding a large part of your investment in cash for a long period could mean its value doesn’t keep pace with inflation.

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Investment range Quilter

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Guide to corporate investments Quilter

(8 days ago) Guide to corporate investments. Advising your UK based corporate clients on how to invest company leads you into a very complex area of taxation. To help you with your advice process, we have put together a guide which covers the key tax principles that apply to …

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WealthSelect Managed Portfolio Service Quilter

(4 days ago) By investing in the WealthSelect Managed Portfolio Service you can benefit from: Investments designed to match your needs – You can be reassured that your managed portfolio is being constantly monitored and actively managed by experts to help ensure it meets its objectives.

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ISA and Junior ISA Quilter

(4 days ago) Minimum initial investment of £500 or £50 for regular investments. The ISA or Junior ISA could be suitable for customers who: are a UK resident, aged 18 or over for the ISA, or under 18 for the Junior ISA. want to invest tax efficiently over the medium- to long-term, with the aim of growing your …

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Pensions Quilter

(9 days ago) Investing in uncertain times. Investing in uncertain times. Access useful information and guides to support you through turbulent times, such as the coronavirus pandemic. Investing in uncertain times. Market news Market news. Market news. Find an adviser Find an adviser. Find an adviser

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How to help clients invest for all the family Quilter

(3 days ago) Investing in uncertain times. Investing in uncertain times. Access useful information and guides to support you through turbulent times, such as the coronavirus pandemic. Investing in uncertain times. Market news Market news. Market news. Find an adviser Find an adviser. Find an adviser

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Multi-asset solutions Quilter

(Just Now) Actively managed, discretionary investment solution investing in funds managed by our Global Partners. Cirilium range Actively managed globally diversified solution investing in active strategies across a diverse range of asset classes.

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WealthSelect portfolio information Quilter

(6 days ago) Investing in uncertain times. Investing in uncertain times. Access useful information and guides to support you through turbulent times, such as the coronavirus pandemic. Investing in uncertain times. Market news Market news. Market news. Find an adviser Find an adviser. Find an adviser

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How do I use the platform

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What is an investment pathway

(8 days ago) An investment pathway is an asset or group of assets that are compatible with an objective. If you don’t want to research the market to find assets to use, you can choose to invest in an investment pathway we have researched. This does not constitute financial advice from us, but it may help you reach a decision about the assets to choose.

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Risk assessment and discussion Quilter

(7 days ago) Investing in uncertain times. Investing in uncertain times. Access useful information and guides to support you through turbulent times, such as the coronavirus pandemic. Investing in uncertain times. Market news Market news. Market news. Find an adviser Find an adviser. Find an adviser

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Onshore bond Quilter

(3 days ago) The Collective Investment Bond could be suitable for customers who: are aged 18 or over and must be able to invest a minimum of at least £10,000. want to invest, individually or jointly, a minimum of £10,000 over the medium- to long-term in funds with the aim of potentially growing your money, subject to relevant taxes.

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Taxing investment bonds held in trust Quilter

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Chargeable gains calculator Quilter

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Risk profiler Quilter

(6 days ago) Understanding how your client feels about investment risk and managing their expectations can be key to them maintaining long-term confidence in the solutions you’ve put in place. The Risk Profiler allows you to complete the risk profiling questionnaire, get the risk score, and then discuss with your client what that risk score means.

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Collective Retirement Account

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Fund sectors and categories Quilter

(6 days ago) Investment Association (IA) The categories loosely correlate with the Investment Association (IA) sectors (view the IA sectors and definitions) but the funds from some of the more diverse IA sectors, such as IA Targeted Absolute Return or IA Specialist, may fall within a number of our categories due to the wide-ranging nature of these sectors.Also, funds from the IA’s Sterling Corporate Bond

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*14814GENWF* Family Linking request

(Just Now) – SIPP investing in the CIA – where the investor or one of their family members listed above is the SIPP member. – A CIA held within an offshore bond, where the investor and/or one of their family members listed above are the bond holders or settlors of bonds held in trust. Note

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Interest rates on cash Quilter

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Quilter Investors FNZ Quilter

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Premier Miton Investors Quilter

(Just Now) To provide long-term capital growth by investing in units of collective investment schemes (both regulated and unregulated structures), exchange traded funds, and transferable securities (such as bonds and Shares, both quoted and unquoted). Premier Miton Diversified Growth To provide capital growth over the long-term, being five years or more.

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Lifestyle trust Quilter

(4 days ago) Investing in uncertain times. Investing in uncertain times. Access useful information and guides to support you through turbulent times, such as the coronavirus pandemic. Investing in uncertain times. Market news Market news. Market news. Find an adviser Find an adviser. Find an adviser

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Risk profile questionnaire Using the editable fields

(9 days ago) a) If you are investing for growth (eg optimised portfolio) Is there a target amount you wish to achieve? If so, what is it? u In deciding upon your target, please allow for the effects of inflation, investment risk and your tax position When do you need this money, or how long do you want to …

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ASI UK Unconstrained Equity Quilter

(7 days ago) To generate growth over the long term (5 years or more) by investing at least 70% in equities and equity related securities of companies incorporated or domiciled in the UK or having significant operations and / or exposure to the UK. Performance Target: To achieve the return of the FTSE 350 ex Investment Trusts Equally Weighted Index plus 3%

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Fund changes and updates Quilter

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JPMorgan Investment Trust Quilter

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Aviva Investors UK Property Feeder Fund Quilter

(9 days ago) AVIVA Investors UK Property Feeder. Type of change. Closure. Date fund suspended. 17 March 2020. Date closure process starts. July 2021. Direct Debits, Phased Investments Rebalancing - DDs, Phased Investments and Rebalancing will be reapportioned across the other funds in the instruction, or the below default if the closed fund is the only fund

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GS Global Multi-Asset Balanced Portfolio -U Quilter

(Just Now) Seeks total returns consisting of income and capital appreciation by investing primarily in global equity and fixed income securities. As part of its investment process, the Investment Adviser implements an approach to integrating Environmental, Social and Governance (ESG) considerations into its investment process which may consist of: (i

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Liontrust Global Income, Liontrust Global Income -U

(8 days ago) To generate long-term (5 years or more) capital growth by investing at least 80% in shares of companies selected from Europe, excluding the UK. These are companies which, at the time of purchase, are incorporated, domiciled, listed or conduct significant business in Europe. New fund objective

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Enhancements to the Collective Investment Bond Quilter

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Money purchase critical yield calculator Quilter

(Just Now) Money purchase critical yield calculator. The money purchase critical yield (MPCY) is a calculator that the Quilter illustration system uses to compare projection results from another provider, to projection results from the Collective Retirement Account (CRA). The results of the MPCY are displayed in …

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Invesco Japan (UK) Quilter

(3 days ago) To achieve long-term (5 years plus) capital growth by investing at least 80% of its assets in shares or other equity related securities of companies incorporated, domiciled or carrying out the main part of their economic activity in Japan which meet the fund’s environmental, social and governance (ESG) criteria.

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