4 of 4 Attribute 3: The portfolio focuses on investing in funds that Quilter regards as leaders in ESG integration The portfolio management team have analysed the funds in this portfolio and believe they clearly co nsider ESG factors alongs ide other areas as part of their overall investment strategy. The funds held in this portfolio have all passed a rigorous investment due diligence process and ha ve gone through a two sta ge ESG screening and selection process: 1. Each fund goes through an initial ESG screening process that enables us to flag them as poten tial leaders in ESG integ ration. 2. Funds that successfully pass through the initial screening stage are then subject to detailed ESG due diligence to det ermine whether they qualify as a leader in ESG integration. Attribute 4: The portfolio invests in funds that pursue explicit environmental and/or social targets The funds in the portfolio must satisfy one of the following criteria: – The fund has explicit ESG objectives. – The fund promotes environmental or social characteristics. – The fund has sustainable investment as its objective. The portfolio management team has assessed the funds in this portfolio and are comfortable with wha t each fund’s environment al and/or social targets or characteristics are, and how the fund managers intend to achieve them. *At least 50% of the assets in the portfolio will be in funds that pursue explicit environmental an d/or social targets or ch aracteristics. Source: Quilter Investors. Calculated by Factset. Based on the latest data and portfolio holdings a vailable as at 31 March 2022 . We have excluded portfolio holdings with a negative portfolio value (short derivative positions) from o ur calculations. Carbon e missions data and sustainability objectives alignment data for individual companies provided by ISS. Product involvement data for indi vidual companies provided by Sustainalytics. Portfolio holdings data provided by Morningstar. Important information Further information on the WealthSelect Managed Portfolio Service can be found at platform.quilt er.com/wealthselect Past performance is not a guide to future performance and may not be repeated. Investment involves risk. The value of invest ments and the income from them may go down as well as up and investors may not get back the amount originally invested. Because of this , an investor is not certain to make a profit on an investment and may lose money. Exchange rates may cau se the value of overseas investments to rise or fall. platform.quilter.com Please be aware that calls and electronic communications may be recorded for monitoring, regulatory and training purposes an d records are available for at least five years. Quilter Investment Platform Limited and Quilter Life & Pensions Limited are registered in England a nd Wales under numbers 16 80071 and 4163431 respectively. Registered Office at Senator House, 85 Queen Victoria Street, London, United Kingdom, EC4V 4AB. Quilter Investm ent Platform Limited is authorised and regulated by the Financial Conduct Authority. Quilter Life & Pensions Limited is auth orised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Their Financia l Services register numbe rs are 165359 and 207977 respectively. VAT number 386 1301 59. Quilter uses all reasonable skill and care in compiling the information in this communication and i n ensuring its accuracy, but no assurances or warranties are given. You should not rely upon the information in this communication in making inves tment decisions. Nothing in this communication constitutes advice or personal recommendation. Data from third parties (“Third - Party Data”) may be included in this communication and those third parties do not accept any liability for errors and omissions. Therefore, you should make sure you understand certain important information, which can b e found at platform.quilter.com/thir d - party - data . Where this communication contains Third - Party Data, Quilter cannot guarantee the accu racy, reliability or comp leteness of such Third - Party Data and accept no responsibility or liability whatsoever in respect of such Third - Party Data.