MyGoal - Conservative

If you’re seeking slower and steadier growth over time, this MyGoal portfolio could be right for you. Investing in this portfolio means you’ll have a dedicated team of experts at Quilter working hard and making investment decisions with your needs in mind. So, you can have confidence your financial goals are in safe hands.

Companies and brands

No items found.

Asset Allocation

Global Equity

22.3
%

Fixed Income

56.2
%

Alternatives

7
%

Cash

14.5
%

Investment details

Investment name:

Quilter Investors Cirilium Conservative Passive Portfolio R (GBP) Accumulation
ISIN:
GB00B8BKRY79
Ticker:
Categories:
United Kingdom
Diversification

Risk level

Risk level:
Wombat chilli rating 7Wombat chilli rating 6Wombat chilli rating 5Wombat chilli rating 4Wombat chilli rating 3Wombat chilli rating 2Wombat chilli rating 1

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.

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
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