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Quilter Cheviot launches two new strategies on adviser platforms

21 November 2023

This includes a brand new fund – Defensive – which will be added to the firm’s options.

By Matthew Cook,

Reporter, Trustnet

Quilter Cheviot has unveiled the expansion of its managed portfolio service (MPS) with the launch of two fresh strategies on adviser platforms.

The company has added Cautious and Defensive portfolios, complementing the current suite that includes the Conservative, Income, Balanced, Growth, and Global Growth strategies.

While the Cautious strategy was previously accessible directly through Quilter Cheviot, the Defensive strategy marks an entirely new option, available through the firm or on platforms.

Both strategies have an annual management charge of 0.25% on platform, coupled with weighted underlying fund costs of 0.22% (Cautious) and 0.37% (Defensive).

Simon Doherty and Antony Webb helm the management of Quilter Cheviot’s MPS, leveraging a ‘Building Blocks’ structure – a series of funds exclusively managed by Quilter Cheviot within the managed portfolio service.

Each Building Block fund offers specific geographic or asset class exposure, combining direct equities, bonds and alternatives.

Doherty said: “Amidst the allure of fixed income and secure assets in a cloudy economic landscape, clients seek broader investment choices. With managed portfolios gaining traction, it's pivotal that our offerings align with diverse needs.”

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