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The WealthSelect Responsible Portfolios aim to achieve capital growth over a period of five years or more, while managing the environmental, social, and governance (ESG) risk of the portfolio by investing in funds that demonstrate leading ESG integration.
The portfolios will have exposure to a diversified range of investments in the UK and globally. At least 70% of the assets in the portfolios will be invested 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.
The portfolios are matched to a risk profile that targets a specific range of the expected annualised volatility of global equities over the next 10 years and are managed to stay within this range most of the time.
Where the availability of funds that are leaders in the integration and management of ESG factors 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.
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 01379/206/17420