Transcription of WealthSelect Blend Managed Portfolio 7
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WealthSelect Blend Managed Portfolio 7
Source: Quilter Investors. Total return, percentage growth, net of fees. Cumulative returns are over time periods shown to 31 July 2022. The WealthSelect Managed Portfolio Service launched on 24 February Managed Blend 7 All data as at 31 July 2022 Stuart ClarkPortfolio ManagerPortfolio objectiveThe WealthSelect Managed Blend 7 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 65% and 75% 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 40-85% SharesVolatility Weighted fund MPS Cumulative performance since
Investment 40-85% Shares sector is considered appropriate on the basis that the portfolio’s equity exposure over time is expected to be similar to that of the average fund in this sector. Volatility target One of the main measures of investment risk is volatility, which is a measure of the amount an investment rises and falls over time. Your
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