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

Beyond the 60/40: Why the traditional portfolio blueprint is being tested again

Beyond the 60/40: Why the traditional portfolio blueprint is being tested again

'Bonds should not be doing all the defensive work'

Will Dickson
clock 09 July 2026 • 4 min read
SEI to launch two LTAFs in private markets 'expansion'

SEI to launch two LTAFs in private markets 'expansion'

‘Mansion House ambition’

Cristian Angeloni
clock 03 July 2026 • 1 min read
Darius McDermott: Building a resilient portfolio in a concentrated market

Darius McDermott: Building a resilient portfolio in a concentrated market

'A well-balanced portfolio should also take in the broadest possible range of growth opportunities'

Darius McDermott
clock 01 July 2026 • 5 min read