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...

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