New Products

What's New In Investments, Funds? - Quilter Cheviot

Editorial Staff, 23 November 2021


The latest news around investment offerings, financial products and other services relevant to wealth advisors and their clients.

Quilter Cheviot
Quilter Cheviot has launched eight new “Building Blocks” funds, adding to its Managed Portfolio Service.

The funds have been designed to provide specific core geographic or asset class exposure. When used in combination, they will enable the team to broaden the range of investment exposures within the strategies, reduce costs and ensure more efficient investment implementation.
The funds are managed by head of MPS Simon Doherty and his deputy, Antony Webb.

The funds:

MI Quilter Cheviot Conservative Fixed Interest Fund;
MI Quilter Cheviot Fixed Interest Fund;
MI Quilter Cheviot UK Equity Fund;
MI Quilter Cheviot North American Equity Fund;
MI Quilter Cheviot European Equity Fund;
MI Quilter Cheviot Asian and Emerging Markets Equity Fund;
MI Quilter Cheviot Diversified Returns Fund; and
MI Quilter Cheviot Alternative Assets Fund.

Quilter Cheviot said in a statement that it is not charging a fund management fee for running these funds to ensure that clients receive the maximum cost reductions of the new structure, while mitigating conflicts of interest. It said that the changes will result in a reduction in the weighted ongoing charges figure of the underlying funds of between 30 per cent and 40 per cent depending on the strategy.

Register for WealthBriefing today

Gain access to regular and exclusive research on the global wealth management sector along with the opportunity to attend industry events such as exclusive invites to Breakfast Briefings and Summits in the major wealth management centres and industry leading awards programmes