WealthSelect Managed Active 5 - platform.quilter.com

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Source: Quilter Investors. Total return, percentage growth, net of fees. Cumulative returns are over time periods shown to 28 February 2023. The WealthSelect Managed portfolio Service launched on 24 February Managed Active 5All data as at 28 February 2023Stuart ClarkPortfolio ManagerPortfolio objectiveThe WealthSelect Managed Active 5 portfolio aims to achieve capital growth over a period of five years or more through a diversified range of investments in the UK and portfolio is matched to a risk profile that targets a specific range of volatility of between 45% and 55% of the expected annualised volatility of global equities over the next 10 years and is Managed to stay within this range most of the comparatorIA Mixed investment 20-60% SharesVolatility Weighted fund Cumulative performance since launch2015201620172018201920202021202220 23100110120130140150160Return (rebased to 100)Portfolio2014Performance summaryYTD1 year3 years5 Feb 22 to 28 Feb 2326 Feb 21 to 28 Feb 2228 Feb 20 to 26 Feb 2128 Feb 19 to 28 Feb 2028 Feb 18 to 28 Feb note due to rounding of figures they may not add up to 100%.

measure of the amount an investment rises and falls over time. The portfolio targets a range of volatility rather than a particular level of growth. Weighted fund charge The weighted fund charge is the weighted average of the charges of the underlying funds held in the portfolio. MPS charge The MPS charge is the amount charged annually by ...

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