Quilter Investors adds value and infrastructure funds to Cirilium range
The company said the additions seek to boost inflation linkage for investors and align the range further with its long-term view.
The company said the additions seek to boost inflation linkage for investors and align the range further with its long-term view.
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The funds added are the M&G European Strategic Value, which was added to the Cirilium Active and Blend portfolios, and the ClearBridge Global Infrastructure Income, which was added to Cirilium Blend.
The Blend portfolio is managed by Ian Jensen-Humphreys, Sacha Chorley and CJ Cowan and typically only holds one growth and one vale fund per region, Quilter Investor explained. However, following the disposal of a European value ETF in Cirilium Blend, the managers said the M&G strategy helped balance the portfolio's existing European growth-oriented holdings.
The M&G fund aims to provide exposure to underappreciated European companies, taking a long-term view and waiting for the turnaround in investor attention and sentiment, the company explained.
The ClearBridge strategy, on the other hand, invests in global listed infrastructure companies, with a focus on reliable income and capital growth at the same time.
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Ian Jensen-Humphreys, portfolio manager of the Quilter Investors Cirilium range, said: «The global economy has continued on a trajectory that implies a ‘soft landing' or ‘muddle through' environment. Growth is slowing, though not too severely, while inflation is falling — albeit much slower than most of us would like. As such, it is important that we have balance in the portfolios and don't take any extreme calls one way or
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