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Meeting the needs of your clients
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.
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.
- Manage the environmental, social, and governance (ESG) risk.
- Invest at least 70% in funds that demonstrate leading ESG integration (tier 2 funds) or target sustainable outcomes (tier 3 funds) as classified using our responsible investment tier framework.
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.
For more information on our responsible investment tier framework, open the camera app on your phone and scan the QR code, or visit our "Integrating ESG factors into our investment process" page.
Where the availability of funds that demonstrate leading ESG integration or target sustainable outcomes 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 choice of where they invest and allow them to be confident we can deliver what they expect.
Stuart Clark CFA, Portfolio Manager
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.
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 June 2026
Q 00754/206/17120