Quilter Cheviot
Website: https://www.quiltercheviot.com/
Introduction
Quilter Cheviot has a heritage that can be traced back to 1771. We are one of the UK's largest discretionary investment management firms, focusing on providing and managing investment portfolios for private clients, advisers, trusts, charities and pension funds.
Our seven MPS strategies are constructed using the ‘Building Blocks’, a range of funds that Quilter Cheviot has established to build the investment exposures deemed optimal for each investment strategy. The Building Blocks are designed to provide specific geographic or asset class exposures, and are constructed using a
combination of direct equities, bonds and / or external fund holdings.
From the 350+ global equities, 150+ fixed interest securities and 320+ funds that Quilter Cheviot’s research teams actively research and monitor, the MPS team carefully select those which form the eight individual Building Blocks. Combined, these exposures provide clients with a best-in-class investment management solution that is both nimble in nature and active in its approach, all at a market-leading cost.
Models
Global Growth, Growth, Balanced, Income, Conservative, Cautious, Defensive, IDX Growth, IDX Balanced, IDX Income, IDX Conservative.
Rebalance schedule
Adhoc
Charges
AMC is up to 0.25% for our MPS & 0.20% for our IDX
Contact
0207 150 4228
0207 150 4000
Legal disclaimer
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