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Offering flexibility and choice

WealthSelect offers 56 portfolios, including responsible and sustainable investment options

Meeting your clients’ needs

We offer 56 different portfolios, allowing you to choose a portfolio that aligns with the needs and preferences of your clients today, while having the flexibility to adapt in the future.

Each portfolio targets a specific range of volatility with a choice of active, blend, or passive investment management. In addition, WealthSelect caters for a wide range of your clients’ responsible investment preferences.

A wider range of portfolios

The value of your clients' investments can fall as well as rise. Your clients may get back less than they invested.

Introducing the WealthSelect portfolios

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.
  • Maintain a smaller carbon footprint than the reference index (MSCI ACWI).
  • Invest in funds that we identify as leaders in the integration and management of ESG factors.

We also invest at least 50% of the portfolio in funds that have explicit environmental and/or social targets or characteristics.

Sustainable portfolios 

  • Aim to achieve capital growth over a period of five years or more.
  • Seek to support sustainable solutions to environmental and social challenges.
  • Maintain a smaller carbon footprint than the reference index.
  • Minimise exposure to unsustainable activities.
  • Invest in funds that target a broad range of sustainable outcomes.

Where the availability of funds that are leaders in the integration and management of ESG factors (Responsible Portfolios) or that target sustainable outcomes (Sustainable Portfolios) is limited in an asset class, and exposure is required to achieve a diversified portfolio, we may invest in funds that do not meet these criteria.

Please note, there may be occasions when the Sustainable Portfolios invest in companies involved in areas we are trying to avoid. We will only do this on an exceptional basis when those companies make a net positive contribution to the sustainable investment objectives of the portfolio.

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

Your next steps

We are dedicated to making sure your journey with us is as smooth as possible, so get in touch with your investment director to find out more about how WealthSelect can meet the needs of you and your clients.

Contact us

This communication is issued by Quilter, a trading name of Quilter Investment Platform Limited and Quilter Life & Pensions Limited, who provide the WealthSelect Managed Portfolio Service.

Approver: Quilter November 2025

QI 12345