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When you first invest with us, we’ll start by looking for the most suitable product for your needs across Quilter's platform, Quilter Investors or Quilter Cheviot.
If the right solution for you isn’t there, we will recommend an alternative from a leading panel of providers.
The value of investments and the income they produce can fall as well as rise. You may get back less than you invested.
Quilter investments include:
Quilter Platform
WealthSelect Portfolios
A market-leading managed portfolio service designed to help you achieve your financial goals.
The WealthSelect Portfolios are available in active, passive, and blended investment styles as well as responsible and sustainable preferences. WealthSelect gives you and your financial adviser the flexibility to choose the portfolio that best meets your investment needs and attitude to risk.
Our investment strategies explained
Active management means your investment manager will have a hands-on approach to looking after your portfolio.
Their role is to pick and choose investments, with the aim of exceeding the fund’s stated benchmark.
Working with a team of analysts and researchers, they’ll track the performance of your portfolio and make any decisions to buy, hold, or sell the assets in it to help you achieve your goals
Actively managed investments tend to cost more but have the capability to achieve greater growth over the long-term.
If you’re happy to let your investments simply track the market or you don’t believe an investment manager can beat the market over time, then passive investing is probably more suitable for you.
Passive investors invest for the long haul. They require a buy-and-hold mentality which means resisting the temptation to react or anticipate changes in the stock market.
Passive investing is a more cost-effective way to invest as this option will simply follow the asset allocation shown in your Risk Profiler, or as close to that asset allocation as we can find in the market.
Put simply, blended portfolios combine the best of both active and passive funds.
If you would like a fund manager to make investment decisions on your behalf but would prefer to pay a lower cost than some of the fully active options, then a blended solution could be right for you.
Blended portfolios achieve a cost saving by limiting investment options or by blending active holdings with passive holdings in the overall portfolio.
Discretionary investment management is where the decision to buy and sell is at the discretion of the portfolio manager.
By delegating these decisions to a qualified expert, you can focus on other things in life knowing your investment is in safe hands.
It also means that you could potentially have access to better investment opportunities which wouldn’t usually be available.