Managed portfolios

Take away the headache of managing your portfolio.


The Compass Portfolio range offers investors a choice of globally diversified, risk-targeted, multi-asset, multi manager funds which are actively managed by the multi-asset team at Quilter Investors.

The portfolios are truly globalised with no specific regional biases or investment restrictions.

They can be ideal solutions for investors who are seeking to diversify their investments over multiple markets, sectors, assets and investment styles. Each portfolio is a basket of assets packaged within a single fund, representing a highly diversified portfolio of global stocks and shares, alternatives, fixed interest and cash.

One of the key benefits of investing in a diversified multi-asset portfolio is that they can offer a smoother overall investment journey as different asset classes usually have different return behaviours. This is a proven way to spread risk and could help protect your client’s money during periods when markets are performing poorly.

Clients can also switch between portfolios as their investment needs change over time which can help ensure their investments are aligned with their needs and objectives.

These portfolios are available in many currencies including EUR, USD, GBP, etc.