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You are here: Manager factsheet

Sacha Chorley

Quilter Investors Limited
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Manager profile
Sacha is the manager of the Compass Portfolios and co-manager of both the Cirilium Blend and the Creation portfolio ranges alongside Ian Jensen-Humphreys. Sacha joined Quilter Investors in 2011 and has played an important role in the development of the asset allocation and investment tools used across the multi-asset ranges. Prior to joining the business, he worked at Broadstone with their team of economists during the financial crisis, before moving into asset allocation and fund manager research. Sacha is a CFA Charterholder and has a degree in Maths from the University of Bath. He has also completed the Chartered Alternative Investment Analyst (CAIA) qualification.
Total return for Sacha Chorley
Rolling Alpha Quartile: Discrete three year periods
Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.
 
Quartile 1
Quartile 2
Quartile 3
Quartile 4
 
 
 
 
 
55-91m
 
 
 
 
 
 
 
 
 
67-103m
 
 
 
 
 
 
 
 
 
79-115m
 
 
 
 
 
 
 
 
 
91-127m
 
 
 
 
 
 
 
 
 
103-139m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Sacha Chorley

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Sacha Chorley 9.3 0.4 -1.4 13.0 -0.7 0.1 -1.2 17.0 1.1 -
Peer Group Composite 9.1 -0.9 -1.7 11.9 2.6 1.8 0.1 15.4 3.4 -
Over / Under 0.2 1.3 0.3 1.1 -3.3 -1.7 -1.3 1.6 -2.3 -
Performance vs peer group composite: Sacha Chorley
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
5 years
out of a possible 9
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 9
 
Rising markets
UpDown
Outperformed peer group composite
3 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Quilter Investors Creation Adventurous Portfolio Co-managed UT Mixed Investment 40-85% Shares since May 08 2019 to present
Quilter Investors Creation Balanced Portfolio Co-managed UT Unclassified since May 08 2019 to present
Quilter Investors Creation Conservative Portfolio Co-managed UT Unclassified since May 08 2019 to present
Quilter Investors Creation Dynamic Portfolio Co-managed UT Unclassified since May 08 2019 to present
Quilter Investors Creation Moderate Portfolio Co-managed UT Unclassified since May 08 2019 to present
Quilter Investors Cirilium Adventurous Blend Portfolio Co-managed UT Volatility Managed since May 01 2021 to present
Quilter Investors Cirilium Adventurous Passive Portfolio Co-managed UT Flexible Investment since May 01 2021 to present
Quilter Investors Cirilium Balanced Blend Portfolio Co-managed UT Volatility Managed since May 01 2021 to present
Quilter Investors Cirilium Conservative Blend Portfolio Co-managed UT Volatility Managed since May 01 2021 to present
Quilter Investors Cirilium Dynamic Blend Portfolio Co-managed UT Volatility Managed since May 01 2021 to present
Quilter Investors Cirilium Moderate Blend Portfolio Co-managed UT Volatility Managed since May 01 2021 to present
Quilter Investors Cirilium Balanced Passive Portfolio Co-managed UT Mixed Investment 20-60% Shares since Nov 14 2022 to present
Quilter Investors Cirilium Conservative Passive Portfolio Co-managed UT Mixed Investment 0-35% Shares since Nov 14 2022 to present
Quilter Investors Cirilium Dynamic Passive Portfolio Co-managed UT Mixed Investment 40-85% Shares since Nov 14 2022 to present
Quilter Investors Cirilium Moderate Passive Portfolio Co-managed UT Mixed Investment 40-85% Shares since Nov 14 2022 to present
Quilter Investors Cirilium Adventurous Portfolio Co-managed UT Flexible Investment since Dec 01 2022 to present
Quilter Investors Cirilium Balanced Portfolio Co-managed UT Mixed Investment 20-60% Shares since Dec 01 2022 to present
Quilter Investors Cirilium Conservative Portfolio Co-managed UT Mixed Investment 0-35% Shares since Dec 01 2022 to present
Quilter Investors Cirilium Dynamic Portfolio Co-managed UT Flexible Investment since Dec 01 2022 to present
Quilter Investors Cirilium Moderate Portfolio Co-managed UT Mixed Investment 40-85% Shares since Dec 01 2022 to present
Funds managed previously
Fund Periods
Quilter Investors Compass Portfolio 2 since Apr 19 2016 to Jun 03 2021
Quilter Investors Global Dynamic Equity since May 08 2019 to Jun 09 2023
Quilter Investors Diversified Portfolio since May 08 2019 to fund close
Quilter Investors Foundation 3 since Jun 01 2018 to May 07 2019
Quilter Investors Foundation 4 since Jun 01 2018 to May 07 2019
Quilter Investors Foundation 5 since Jun 01 2018 to May 07 2019
Quilter Investors Managed since Jun 01 2018 to May 07 2019
Quilter Investors Generation CPI+ 3 Portfolio since May 11 2020 to fund close
Old Mutual Voyager International Diversified since Sep 29 2015 to fund close
Old Mutual Voyager International Growth since Sep 29 2015 to fund close
Old Mutual Voyager International Conservative since Sep 29 2015 to fund close
Quilter Investors Generation CPI+ 4 Portfolio since May 11 2020 to Sep 18 2020
Quilter Investors Generation CPI+ 5 Portfolio since May 11 2020 to fund close
Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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