As a client like Quinn approaches retirement, choosing the right investment is crucial.

Our WealthSelect Managed Blend Portfolios are an actively managed, cost-effective Managed Portfolio Service (MPS) solution. They are appropriate for clients looking to maximise returns for an agreed level of risk that do not have specific responsible investing requirements.

The WealthSelect Managed Blend 4 portfolio is:

• risk targeted to match your client’s risk appetite
• re-balanced regularly to get the right performance
• designed to manage volatility which can mitigate sequence of return risk
• widely diversified across asset classes, geographic regions and management styles to manage concentration risk
• sufficiently exposed to equities to help deliver long-term returns above inflation.

Since its launch in February 2014, WealthSelect has continually helped advisers and their clients stay ahead, consistently outperforming its peer group¹ with its actively managed lower/mid-risk portfolio².

WealthSelect Managed Blend Portfolio 4 has outperformed the IA sector average by 11.79%, as at the end of October 2022. This means a client who invested £100,000 in the portfolio in 2014 would now be around £11,790 better off over the same period, compared to investing in an average fund in the sector, excluding costs and charges.

1. IA Mixed Investment 20%-60% Shares sector average
2.  WealthSelect Managed Blend 4 Portfolio

Performance Summary

Source: Quilter Investors as at 31 October 2022. Total return, percentage growth rounded to one decimal place. All performance figures are net of underlying fund charges, but gross of the Managed Portfolio Service charge. Deduction of this charge will impact on the performance shown. The WealthSelect Managed Blend Portfolios launched on 24 February 2014.

Past performance is not a guide to future performance and may not be repeated. Investment involves risk. The value of investments and the income from them may go down as well as up and investors may not get back the amount originally invested. Because of this, an investor is not certain to make a profit on an investment and may lose money. Exchange rates may cause the value of overseas investments to rise or fall.

As you know, 2022 has seen an extraordinary amount of market turbulence. When you recommend WealthSelect, your clients benefit from constant risk monitoring which has a proven ability to protect client portfolios from the worst pockets of short-term global market volatility.

In the last twelve months, WealthSelect Managed Blend Portfolio 4 has outperformed its comparator, minimising losses during a challenging period for markets.

Source: Quilter Investors as at 29 October 2021 to 31 October 2022.