People are living longer, more active later lives that require sustainable levels of income. How can advisers help them make the right trade-off between income and risk, especially in a late-cycle environment?
In this video, the second in a three-part series, Helen Bradshaw of Quilter Investors explains how her multi-asset experience helped her build a risk-targeted approach that incorporates income bright spots while diversifying across multiple dimensions of region, asset class and investment style.
Watch the first part of the series here and look out for the final part in Professional Adviser's upcoming newsletters.
For more information on Quilter Investors Monthly Income; Quilter Investors Monthly Income & Growth click on the button below.
Important Information
Past performance is not a guide to future performance and may not be repeated. Investment involves risk. The value of investments and the income from them may go down as well as up and investors may not get back the amount originally invested. Because of this, an investor is not certain to make a profit on an investment and may lose money. Exchange rate changes may cause the value of overseas investments to rise or fall.
This communication is issued by Quilter Investors Limited ("Quilter Investors"), Millennium Bridge House, 2 Lambeth Hill, London, England, EC4V 4AJ. Quilter Investors is registered in England and Wales (number: 04227837) and is authorised and regulated by the Financial Conduct Authority (FRN: 208543).
Quilter Investors Monthly Income Portfolio and Quilter Investors Monthly Income and Growth Portfolio ("the Funds") are sub-funds of Quilter Investors Multi-Asset OEIC, an investment company with variable capital incorporated in England and Wales.
Quilter Investors Multi-Asset OEIC is authorised by the Financial Conduct Authority as a non-UCITS retail scheme and can be distributed to the public in the United Kingdom.
Quilter Investors uses all reasonable skill and care in compiling the information in this communication which is accurate only on the date of this communication. You should not rely upon the information in this communication in making investment decisions. Nothing in this communication constitutes advice or personal recommendation. An investor should read the Key Investor Information Document(s) ("KIID") before investing in any sub-fund of Quilter Investors Multi-Asset OEIC. The KIID and the prospectus can be obtained from www.quilterinvestors.com in English.
The Funds invest principally in other collective investment schemes. Your attention is drawn to the stated investment policy which is set out in the prospectus.
