Quilter's WealthSelect rebalances in response to bond market

Following recent government bond market performance

Isabel Baxter
clock • 1 min read

Quilter’s WealthSelect managed portfolio service has conducted an ad hoc rebalance across its WealthSelect managed, responsible and sustainable ranges.

Following recent government bond market performance, portfolio managers Stuart Clark and Helen Bradshaw have reviewed the fixed income positioning within the portfolios. The team has increased the fixed income allocation at the lower risk levels within the range. Quilter highlighted that while the rebalance considered bond markets broadly, the recent underperformance of gilts meant the holding was both topped up to its previous model level as well as benefiting from the higher overall fixed income allocation. This move was made on 13 January 2025 and follows WealthSelect's latest quar...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

FCA takes civil action against Neil Woodford and W4.0 for 'operating without authorisation'

FCA takes civil action against Neil Woodford and W4.0 for 'operating without authorisation'

Accused of breaching FSMA

Michael Nelson
clock 08 June 2026 • 2 min read
M&G's PruFund coming to Scottish Widows Platform

M&G's PruFund coming to Scottish Widows Platform

First third-party platform launch

Jen Frost
clock 08 June 2026 • 2 min read
Investors move from cash to US equities as confidence improves

Investors move from cash to US equities as confidence improves

Investment Association figures show

clock 05 June 2026 • 3 min read