Designed to meet your clients’ needs
WealthSelect can help you deliver a more personalised investment service to a wider range of your clients by catering for their responsible investment preferences, their appetite for risk, and their preferred investment management style.
All managed by our team of investment experts, your clients can be reassured that their investment is being constantly monitored to ensure it meets its objectives.
The WealthSelect portfolios are available across eight different risk levels that target a specific range of volatility and, depending on your clients’ responsible investing preferences, provide a choice of active, blend, or passive investment management.
Portfolios that align with your clients’ preferences
24 Managed portfolios
- Aim to achieve capital growth over a period of five years or more
24 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 portfolios 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
8 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 portfolios and maintain a smaller carbon footprint than the Reference Index
- Minimise exposure to unsustainable activities
- Support sustainable solutions to environmental and social challenges
Responsible investment reports
These quarterly reports for our Responsible and Sustainable Portfolios are designed to help you review the responsible investing credentials of the portfolios, and measure how they are achieving their objectives.
We are excited to offer your clients more choice of where they invest and allow them to be confident we can deliver what they expect.
Stuart Clark
Portfolio Manager, CFA