US Small & Mid Cap Equity
Quilter Investors US Equity Small/Mid
Last updated: 2026-09-03
The Verdict
Quilter Investors US Equity Small/Mid charges an expense ratio of 1.60%. On a $100,000 portfolio, that's $1,600 per year in fees, and it scales with the amount invested. Supreme.PM's decoded model tracked it at only -2% correlation over the measured period, so it should not be treated as a substitute for this fund, for a flat monthly subscription that does not change with portfolio size.
Expense Ratio
1.60%
Star Rating
3/ 5
Market Beta
0.73
Model Correlation
-2%
Sharpe Ratio
0.39
Max Drawdown
25.63%
Supreme.PM Cost
Flat monthly subscription
Not a percentage of your assets
Performance
Performance comparison — 1Y: Fund 23.8% vs Model 26.1%; 3Y: Fund 40.3% vs Model 44.0%; 5Y: Fund 32.9% vs Model 44.6%.
Alpha After Fees
Supreme.PM's model shows -2% correlation with Quilter Investors US Equity Small/Mid over the measured period. That is weak tracking: the model does not reproduce this fund's return pattern, and a negative figure means it moved in the opposite direction.
Fee Analysis
Quilter Investors US Equity Small/Mid charges 1.60% of assets annually. Supreme.PM charges a flat monthly subscription instead, so its cost does not rise as a portfolio grows.
Data sources: Refinitiv Lipper, SEC EDGAR Filings, Supreme.PM Analytics
Past performance does not guarantee future results. Model returns are backtested and may not reflect actual trading conditions.
Related
US Small & Mid Cap Equity Category
Browse all US Small & Mid Cap Equity funds
US Small & Mid Cap Equity Rankings
Top-rated US Small & Mid Cap Equity funds
Our Methodology
How we decode fund strategies
abrdn North American Small & Mid-Cap Equity Retail
3-star rated
Schroder US Smaller Companies
2-star rated
Janus Henderson US Venture
2-star rated
CT American Smaller Companies (US) Retail
3-star rated
Vanguard U.S. Opportunities
5-star rated
Frequently Asked Questions
What is the expense ratio of Quilter Investors US Equity Small/Mid?
Quilter Investors US Equity Small/Mid has an expense ratio of 1.60%, charged as a percentage of the amount invested. Supreme.PM's decoded model is offered for a flat monthly subscription instead.
How does Supreme.PM replicate Quilter Investors US Equity Small/Mid?
Supreme.PM builds a transparent, rules-based model of listed securities designed to track this fund's return profile. Over the measured period it tracked the fund poorly, at -2% correlation. The model is published in full, so its positions are visible rather than disclosed with a delay.
What are the risks of fund replication?
While our models aim for high correlation, they may not perfectly match the fund's returns due to timing differences in rebalancing, transaction costs, and disclosure delays. Backtested results may not reflect future performance.
Get This Strategy
Start investing with Supreme.PM's decoded model and save on fees while capturing similar returns.