wealthselect managed portfolio service · 2020-03-10 · blend managed portfolio 10 2.14 1.18 8.84...
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For financial advisers only
WEALTHSELECT MANAGED PORTFOLIO SERVICEPerformance Summary – December 2019
ACTIVE MANAGED PORTFOLIOS
CUMULATIVE PERFORMANCE (ACTIVE MANAGED PORTFOLIOS 3-6)
CUMULATIVE PERFORMANCE (ACTIVE MANAGED PORTFOLIOS 7-10)
Source: Quilter Investors. Total return over period 30/11/2014 to 30/11/2019.
Source: Quilter Investors. Total return over period 30/11/2014 to 30/11/2019.
––––– Active Managed 3
––––– Active Managed 4
––––– Active Managed 5
––––– Active Managed 6
––––– IA Mixed 0-30% Shares
––––– IA Mixed 20-60% Shares
––––– IA Mixed 40-85% Shares
––––– Active Managed 7
––––– Active Managed 8
––––– Active Managed 9
––––– Active Managed 10
––––– IA Mixed 40-85% Shares
––––– IA Flexible
––––– IA Global
2
90
100
110
120
130
140
150
160
170
180
2014 2015 2016 2017 2018
Retu
rn (r
ebas
ed to
100
)
2019
90
100
110
120
130
140
150
160
170
180
2014 2015 2016 2017 2018
Retu
rn (r
ebas
ed to
100
)
2019
3
1 month (%)
3 month (%)
6 month (%)
1 year (%)
3 year (%)
5 year (%)
Since launch (%)
Active Managed Portfolio 3 0.55 0.01 4.27 8.00 13.25 21.52 29.63
IA Mixed 0-35% Shares 0.63 0.15 3.35 6.94 11.44 20.45 25.92
Active Managed Portfolio 4 0.76 0.26 4.86 8.73 15.29 25.89 35.70
Active Managed Portfolio 5 0.98 0.50 5.51 9.40 17.17 30.12 41.13
IA Mixed 20-60% Shares 1.19 1.24 4.58 7.91 15.02 25.96 31.81
Active Managed Portfolio 6 1.20 0.77 5.93 9.75 18.65 33.73 45.22
Active Managed Portfolio 7 1.43 1.02 6.59 10.44 20.64 37.80 50.12
IA Mixed 40-85% Shares 1.90 1.74 5.90 9.74 21.13 36.92 43.59
Active Managed Portfolio 8 1.64 1.27 7.40 11.47 23.02 42.06 54.85
Active Managed Portfolio 9 1.78 1.21 7.76 11.80 26.01 50.24 64.02
IA Flexible 1.85 1.72 5.78 8.74 20.74 36.37 44.28
Active Managed Portfolio 10 1.89 1.22 8.31 12.31 28.14 58.28 77.17
IA Global 3.00 1.11 8.34 12.53 33.52 63.66 77.67
1 year to 30 Nov 2019
1 year to 30 Nov 2018
1 year to 30 Nov 2017
1 year to 30 Nov 2016
1 year to 30 Nov
2015
Active Managed Portfolio 3 8.00 -1.31 6.25 4.91 2.31
IA Mixed 0-35% Shares 6.94 -1.53 5.83 6.73 1.27
Active Managed Portfolio 4 8.73 -1.43 7.58 6.31 2.74
Active Managed Portfolio 5 9.40 -1.56 8.79 7.57 3.27
IA Mixed 20-60% Shares 7.91 -1.63 8.36 7.72 1.66
Active Managed Portfolio 6 9.75 -1.67 9.94 8.91 3.52
Active Managed Portfolio 7 10.44 -1.81 11.24 10.21 3.66
IA Mixed 40-85% Shares 9.74 -0.91 11.38 10.06 2.71
Active Managed Portfolio 8 11.47 -1.98 12.57 11.35 3.72
Active Managed Portfolio 9 11.80 -2.06 15.06 16.54 2.30
IA Flexible 8.74 -1.34 12.54 11.03 1.73
Active Managed Portfolio 10 12.31 -2.11 16.55 21.92 1.31
IA Global 12.53 2.90 15.32 20.21 1.96
CUMULATIVE PERFORMANCE (ACTIVE MANAGED PORTOFLIOS)
DISCRETE PERFORMANCE (ACTIVE MANAGED PORTFOLIOS)
Source: Quilter Investors. Total return over period 30/11/2014 to 30/11/2019. The WealthSelect Managed Portfolio Service launched on 24/02/2014.
Continued
Source: Quilter Investors. Total return over one year to dates shown.
4
ANNUALISED RISK AND RETURN (ACTIVE MANAGED PORTFOLIOS)
Source: Quilter Investors. Total return and weekly volatility (annualised) over period 30/11/2014 to 30/11/2019.
Active Managed Portfolio 3
Active Managed Portfolio 4
Active Managed Portfolio 5Active Managed Portfolio 6
Active Managed Portfolio 7Active Managed Portfolio 8
Active Managed Portfolio 9
Active Managed Portfolio 10
IA Mixed 0 - 35% Shares
IA Mixed 20 -60% Shares
IA Mixed 40 -85% SharesIA Flexible
IA Global
2.0
4.0
6.0
8.0
10.0
12.0
2.0 4.0 6.0 8.0 10.0 12.0
Perfo
rman
ce (%
)
5
Source: Quilter Investors. Total return over period 30/11/2014 to 30/11/2019.
Source: Quilter Investors. Total return over period 30/11/2014 to 30/11/2019.
CUMULATIVE PERFORMANCE (BLEND MANAGED PORTFOLIOS 3-6)
CUMULATIVE PERFORMANCE (BLEND MANAGED PORTFOLIOS 7-10)
BLEND MANAGED PORTFOLIOS
90
100
110
120
130
140
150
160
170
180
2014 2015 2016 2017 2018
Retu
rn (r
ebas
ed to
100
)
2019
90
100
110
120
130
140
150
160
170
180
2014 2015 2016 2017 2018
Retu
rn (r
ebas
ed to
100
)
2019
––––– Blend Managed 3
––––– Blend Managed 4
––––– Blend Managed 5
––––– Blend Managed 6
––––– IA Mixed 0-30% Shares
––––– IA Mixed 20-60% Shares
––––– IA Mixed 40-85% Shares
––––– Blend Managed 7
––––– Blend Managed 8
––––– Blend Managed 9
––––– Blend Managed 10
––––– IA Mixed 40-85% Shares
––––– IA Flexible
––––– IA Global
6
CUMULATIVE PERFORMANCE (BLEND MANAGED PORTFOLIOS)
DISCRETE PERFORMANCE (BLEND MANAGED PORTFOLIOS)
Source: Quilter Investors. Total return over period 30/11/2014 to 30/11/2019. The WealthSelect Managed Portfolio Service launched on 24/02/2014.
Source: Quilter Investors. Total return over one year to dates shown.
1 month (%)
3 month (%)
6 month (%)
1 year (%)
3 year (%)
5 year (%)
Since launch (%)
Blend Managed Portfolio 3 0.62 0.09 4.48 8.14 13.53 22.10 30.07
IA Mixed 0-35% Shares 0.63 0.15 3.35 6.94 11.44 20.45 25.92
Blend Managed Portfolio 4 0.85 0.30 5.14 8.96 16.12 27.09 36.52
Blend Managed Portfolio 5 1.09 0.51 5.87 9.79 18.59 32.21 43.07
IA Mixed 20-60% Shares 1.19 1.24 4.58 7.91 15.02 25.96 31.81
Blend Managed Portfolio 6 1.33 0.73 6.29 10.16 20.45 36.15 47.43
Blend Managed Portfolio 7 1.57 0.91 6.92 10.85 22.87 40.55 52.62
IA Mixed 40-85% Shares 1.90 1.74 5.90 9.74 21.13 36.92 43.59
Blend Managed Portfolio 8 1.79 1.06 7.74 11.89 25.69 45.41 57.94
Blend Managed Portfolio 9 1.99 1.08 8.27 12.38 29.04 54.71 68.16
IA Flexible 1.85 1.72 5.78 8.74 20.74 36.37 44.28
Blend Managed Portfolio 10 2.14 1.18 8.84 13.08 31.01 62.67 80.82
IA Global 3.00 1.11 8.34 12.53 33.52 63.66 77.67
1 year to 30 Nov 2019
1 year to 30 Nov 2018
1 year to 30 Nov 2017
1 year to 30 Nov 2016
1 year to 30 Nov 2015
Blend Managed Portfolio 3 8.14 -1.40 6.47 5.37 2.10
IA Mixed 0-35% Shares 6.94 -1.53 5.83 6.73 1.27
Blend Managed Portfolio 4 8.96 -1.29 7.96 7.20 2.13
Blend Managed Portfolio 5 9.79 -1.25 9.37 8.67 2.63
IA Mixed 20-60% Shares 7.91 -1.63 8.36 7.72 1.66
Blend Managed Portfolio 6 10.16 -1.20 10.67 10.17 2.63
Blend Managed Portfolio 7 10.85 -1.17 12.15 11.62 2.51
IA Mixed 40-85% Shares 9.74 -0.91 11.38 10.06 2.71
Blend Managed Portfolio 8 11.89 -1.06 13.52 12.98 2.42
Blend Managed Portfolio 9 12.38 -0.79 15.72 18.08 1.54
IA Flexible 8.74 -1.34 12.54 11.03 1.73
Blend Managed Portfolio 10 13.08 -1.25 17.30 23.52 0.52
IA Global 12.53 2.90 15.32 20.21 1.96
Continued
7
Source: Quilter Investors. Total return and weekly volatility (annualised) over period 30/11/2014 to 30/11/2019.
ANNUALISED RISK AND RETURN (BLEND MANAGED PORTFOLIOS)
Blend Managed Portfolio 3
Blend Managed Portfolio 4
Blend Managed Portfolio 5Blend Managed Portfolio 6
Blend Managed Portfolio 7
Blend Managed Portfolio 8
Blend Managed Portfolio 9Blend Managed Portfolio 10
IA Mixed 0 - 35% Shares
IA Mixed 20 -60% Shares
IA Mixed 40 -85% SharesIA Flexible
IA Global
2.0
4.0
6.0
8.0
10.0
12.0
2.0 4.0 6.0 8.0 10.0 12.0
Perfo
rman
ce (%
)
Further information on the WealthSelect Managed Portfolio Service can be found at www.oldmutualwealth.co.uk/wealthselect
Important informationPlease remember that past performance is not a guide to future performance. The value of investments and the income from them can go down as well as up and investors may not get back the amount originally invested.
www.oldmutualwealth.co.ukPlease be aware that calls and electronic communications may be recorded for monitoring, regulatory and training purposes and records are available for at least five years.
Old Mutual Wealth is the trading name of Old Mutual Wealth Limited which provides an Individual Savings Account (ISA) and Collective Investment Account (CIA) and Old Mutual Wealth Life & Pensions Limited which provides a Collective Retirement Account (CRA) and Collective Investment Bond (CIB).
The WealthSelect Managed Portfolio Service is provided by Old Mutual Wealth Limited and Old Mutual Wealth Life & Pensions Limited.
Old Mutual Wealth Limited and Old Mutual Wealth Life & Pensions Limited are registered in England and Wales under numbers 1680071 and 4163431 respectively. Registered Office at Old Mutual House, Portland Terrace, Southampton, SO14 7EJ, United Kingdom.
Old Mutual Wealth Limited is authorised and regulated by the Financial Conduct Authority. Old Mutual Wealth 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.
Quilter Investors is a trading name of Quilter Investors Limited. Authorised and regulated by the Financial Conduct Authority with FCA register number 208543. Registered in England & Wales under number 4227837. Registered office: Millennium Bridge House, 2 Lambeth Hill, London, England, EC4V 4AJ.
SK11661/219-1872/December 2019