WealthSelect Active Managed Portfolio 5

1 Source: Quilter Investors. Total return, percentage growth, net of fees. Cumulative returns are over time periods shown to 31 December 2021. The WealthSelect Managed Portfolio Service launched on 24 February : Suitable for retail and professional clientsWealthSelect Active Managed Portfolio 5 All data as at 31 December 2021 Stuart ClarkPortfolio ManagerPortfolio objectiveThe Portfolio aims to achieve long-term capital growth by investing in a diversified range of assetclasses. The Portfolio is matched to a risk profile (level 5) which targets a specific range of volatility (see the volatility target)and will invest around 40% to 60% in comparatorIA Mixed Investment 20-60% SharesVolatility Weighted Cumulative performance since launch2015201620172018201920202021100110 120130140150160 Return (rebased to 100)PortfolioComparatorPerformance summaryYTD1 year3 years5 yearsSince note due to rounding of figures they may not add up to 100%.

2 Portfolio holdingsDeveloped markets (ex UK) NameInvestment adviserHolding (%)Quilter Investors North American Investors US Equity IncomeBNY Investors Global Equity ValueRWC Investors Japanese Investors Precious Metals Investors Europe (ex UK) EquityJanus Investors Asia Pacific (ex Japan) Investors Asia Pacific (ex Japan) Large-Cap Investors Europe (ex UK) Equity Investors Europe (ex UK) Equity Investors US Equity GrowthJP Investors US Equity Investors Natural Resources EquityJanus Investors Asia NameInvestment adviserHolding (%)Quilter Investors UK Equity Large-Cap Investors UK Equity Investors UK Investors UK Equity Investors UK Equity markets NameInvestment adviserHolding (%)Quilter Investors Emerging Markets Equity IncomeWells Investors Emerging Markets Equity GrowthJP Investors Emerging Markets Investors China EquityJanus NameInvestment adviserHolding (%)Quilter Investors Gilt Investors Sterling diversified Investors Corporate BondPremier Investors diversified BondPremier Investors Investment Grade Corporate Investors Bond 1 Twenty Investors Sterling Corporate NameInvestment adviserHolding (%)

3 Quilter Investors Absolute Return BondJanus Dynamic Investors Global Equity Absolute Dynamic Fixed Income Macro NameInvestment adviserHolding (%)BlackRock class breakdownSector breakdownDeveloped markets (ex UK) equity ( )..UK equity ( )..Emerging markets equity ( )..Fixed interest ( )..Alternatives ( )..Cash ( )..Communication Services ( )Consumer Discretionary ( )Consumer Staples ( )Energy ( )Financials ( )Government ( )Health Care ( )Industrials ( )Information Technology ( )Materials ( )Other ( )Real Estate ( )Utilities ( )Cash ( )Please note due to rounding of figures they may not add up to 100%. The asset class breakdown is displayed at fund level.

4 The sector breakdown is displayed at stock level based on the Factset and Quilter Investors categorisation of the holdings in the 10 stock holdingsGlossaryHoldingWeight (%)Government of United Semiconductor Manufacturing Co., of the United States of Group Electronics Co., comparatorAn index or similar factor against which a Portfolio manager invites investors to compare a Portfolio s performance. The IA Mixed Investment 20-60% 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 targetOne of the main measures of investment risk is volatility, which is a measure of the amount an investment rises and falls over time.

5 Your Portfolio targets a range of volatility rather than a particular level of growth. The volatility range is a target and is based on long term actuarial assumptions. It is regularly reviewed and may change from time to time due to changes in these assumptions. By targeting risk and volatility the portfolios should behave more as you expect over TER/OCFThe weighted OCF/TER (ongoing charges figure/total expense ratio) is the weighted average of the ongoing charges of the underlying funds held in the Portfolio . Pleased note, for transparency Quilter also includes an estimate of any performance related fee (PRF) within the weighted TER/OCF. These figures are subject to change.

6 Important informationFurther information on the WealthSelect Managed Portfolio Service can be found at 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 be aware that calls and electronic communications may be recorded for monitoring, regulatoryand training purposes and records are available for at least five is the trading name of Quilter Investment Platform Limited which provides an Individual Savings Account (ISA), Junior ISA (JISA) and Collective Investment Account (CIA) and Quilter Life & Pensions Limited which provides a Collective Retirement Account (CRA) and Collective Investment Bonds (CIB)

7 Quilter Investment Platform Limited and Quilter Life & Pensions Limited are registered in England and Wales under numbers 1680071 and 4163431 Office at Senator House, 85 Queen Victoria Street, London, EC4V 4AB, United Kingdom. Quilter Investment Platform Limited is authorised and regulated by the Financial Conduct Authority. Quilter Life & Pensions Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Their Financial Services register numbers are 165359 and 207977 respectively. VAT number 386 1301 59.