Quilter 5 1: Follow the Quilter Investors responsible investment principles 2: Maintain a lower carbon footprint than the reference index 3: Focus on investing in funds that Quilter regards as leaders in ESG integration 4: Invest in funds that pursue explicit environmental and/or social targets or characteristics 5: Invest substantially in funds that target positive sustainable outcomes 6: Seek to support sustainable solutions to environmental and social challenges 7: Exclude or normally avoid exposure to unsustainable activities 24 Managed portfolios – Aim to achieve capital growth over a period of five years or more 24 Responsible portfolios – Aim to achieve capital growth over a period of five years or more – Manage the environmental, social and governance (“ESG”) risk of the portfolio and maintain a smaller carbon footprint than the reference index – Invest at least 50% in funds that pursue explicit environmental and/or social targets or characteristics 8 Sustainable portfolios – Aim to achieve capital growth over a period of five years or more – Manage the environmental, social and governance (“ESG”) risk of the portfolio and maintain a smaller carbon footprint than the reference index – Minimise exposure to unsustainable activities – Support sustainable solutions to environmental and social challenges A wide range of portfolios to meet your clients’ unique needs We have designed 56 different portfolios within WealthSelect that enable you, within one investment solution, to select a portfolio which aligns with your clients’ preferences today, while having the flexibility to adapt in the future. The WealthSelect portfolios offer different options across a broad range of Environmental, Social and Governance (ESG) considerations, so that you have the flexibility to tailor your clients’ investment solutions based on their preferences. Our focus on credible, thorough ESG integration means you can be confident that the integrity of our approach can be clearly evidenced to you, your clients, and the regulator. The WealthSelect portfolios are available across eight different risk levels that target a specific range of volatility and, depending on your clients’ responsible investing preferences, provide a choice of active, blend, or passive investment management. WealthSelect responsible investment attributes Where indicated, each portfolio will adhere to the following attributes: Managed portfolios Responsible portfolios Sustainable portfolios * *At least 50% of the assets in the Responsible portfolios will be in funds that pursue explicit environmental and/or social targets or characteristics.