MyGoal - Balanced

Looking for growth with a balanced approach to risk? This MyGoal portfolio could be just the thing you’re looking for. When investing in this portfolio, you’ll have a dedicated team of experts at Quilter focused on consistently meeting your investment needs. So, you can have confidence your financial goals are in safe hands.

Companies and brands

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Asset Allocation

Global Equity

44.2

Fixed Income

38.3

Alternatives

7.5

Cash

Investment details

Investment name:

Quilter Investors Cirilium Balanced Passive Portfolio R (GBP)

ISIN:

GB00B7VWLQ60

Ticker:

Categories:

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Risk level

Risk level:

Remember, your capital is at risk

Why invest in ETFs?

Diversification

ETFs 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.

Tax-efficient

Exchange-traded funds are exempt from the 0.50% stamp duty. Hold your ETFs as part of an ISA or SIPP tax wrapper, and you can access additional tax benefits.

Simplicity

When buying ETFs, you invest in a basket of stocks that will mirror how a specific index performs without buying all the stocks individually.
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Low costs

ETFs have less management fees involved. They also 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