Quilter Investors Creation Balanced Portfolio

The portfolio aims to achieve capital growth over a period of five years or more. The portfolio will target an annualised volatility of between 35% and 60% of the expected annualised volatility of global equities (a reasonable proxy for global equities is the MSCI All Country World Index). The portfolio is one of a range of five risk-targeted portfolios and is managed to a balanced risk level, which is the second lowest risk level in the range.