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Offer a personalised service to a wider range of clients with new WealthSelect ESG portfolios
As an adviser, you’ll be aware of the increased regulatory scrutiny to identify your clients’ responsible investment preferences alongside their other unique needs.
Building on the huge popularity and success of our Defaqto 5 Diamond rated managed portfolio service, we’ve expanded our extensive range of WealthSelect portfolios so advisers can now pick from responsible and sustainable portfolios with ease.
Our new WealthSelect portfolios are helping advisers deliver a more personalised investment service to a wider range of clients, by catering for their responsible investment preferences as well as their appetite for risk and preferred investment management style – active, blend, or passive.
What is WealthSelect?
- Defaqto 5 Diamond rated.
- An actively managed, discretionary investment solution.
- Enables you to outsource asset allocation, manager selection, and day-to-day. running of your clients’ portfolios.
- Available at a very competitive cost.
Meet your clients’ unique needs
The WealthSelect portfolios are available across eight different risk levels, three approaches to responsible investing, and three investment management styles:
Managed portfolios
- Aim to achieve capital growth over a period of five years or more
Responsible portfolios
- Aim to achieve capital growth over a period of five years or more
- Manage the environmental, social and governance (ESG) risk of the portfolio and maintain a smaller carbon footprint than the Reference Index
- Invest at least 50% in funds that pursue explicit environmental and/or social targets or characteristics
Sustainable portfolios
- Aim to achieve capital growth over a period of five years or more
- Manage the environmental, social and governance (ESG) risk of the portfolio and maintain a smaller carbon footprint than the Reference Index
- Minimise exposure to unsustainable activities
- Support sustainable solutions to environmental and social challenges
So, whether your clients are active, balanced, green – or something in between – you can offer a personalised service.
Get in touch today
For the quickest way to find out how you and your clients can start benefitting from WealthSelect, simply give your Quilter Consultant a call today and they'll be happy to help.