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How we manage your clients’ money

We use an income investing lens to find the best investment opportunities across a wide range of different asset classes, sectors, and styles.

Active core approach

The portfolios are actively managed, with a core of active investments at their heart. We use passive strategies to complement these core active holdings with smart beta strategies allowing us to tailor exposure to factors or styles in a cost-efficient way.

Having a broad investment toolkit, including active managers, smart beta strategies, and traditional index trackers, provides us with the flexibility to tilt the portfolios towards the best opportunities available.

Smart beta strategies allow investors to gain passive exposure to specific investment strategies or styles.

There are a number of smart beta strategies that track a subset of specific dividend stocks. These can provide us with an additional tool to capture the income or style exposure we require.

Dynamic asset allocation

To help us navigate changing market conditions, we employ a dynamic investment approach. We actively invest in a broad range of asset classes depending on the market environment and opportunity set.

Our pragmatic approach allows us to take advantage of the best income and total return opportunities, while ensuring the portfolios remain within their risk-targeted framework.

Diversified investing

We invest across the entire market, blending different asset classes, regions, and sectors. This broad opportunity set provides diversification of both the total return and income streams.

We also focus on the distribution profile of each holding, blending different payment frequencies and cycles to enable the portfolios to deliver a smoothed monthly income.

Your next step

We are dedicated to making sure your journey with us is as smooth as possible. Get in touch with your Quilter investment director to find out how the Monthly Income Portfolios can meet the needs of you and your clients.

Contact us

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

This communication is issued by Quilter, a trading name of Quilter Investment Platform Limited.

The Quilter Investors Monthly Income Portfolio and Quilter Investors Monthly Income and Growth Portfolio are sub-funds of Quilter Investors Multi-Asset OEIC, an investment company with variable capital incorporated in England and Wales. Quilter Investors Multi-Asset OEIC is authorised by the Financial Conduct Authority as a non-UCITS retail scheme and can be distributed to the public in the United Kingdom.

Approver: Quilter March 2026
Q 01157/205/15071