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Home > Institutional Investor > Quilter Investors Ltd > Profile

Instuitional Investor - Quilter Investors Ltd

Fund Profile
Filing Period:
Fund Name: Quilter Investors Ltd
Portfolio Value $22,328,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 680,281 $20,789,000 93.1%
2.
Berkshire Hathaway Inc
 BRK.A 7,401 $1,539,000 6.89%
3.
Wells Fargo & Company
 WFC 0 $0 0%
4.
Walgreens Boots Alliance Inc.
 WBA 0 $0 0%
5.
Visa Inc.
 V 0 $0 0%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)