Enhanced Investments - Financial Portal

Shareholder roadshow presentation

Published: 2022-06-14 11:30:47 ET

QUILTER PLC
Incorporated under the Companies Act 1985 with registered number 06404270 and re-registered as a
public limited company under the Companies Act 2006)
ISIN CODE: GB00BDCXV269
JSE SHARE CODE: QLT
Quilter plc (the "Company")



      14 June 2022

                                                Quilter plc

                                  Shareholder roadshow presentation

      Paul Feeney, Chief Executive Officer, and Mark Satchel, Chief Financial Officer, together with
      members of the Quilter plc Executive Committee are today hosting a reverse shareholder
      roadshow, organised by UBS. No material new information will be discussed.

      A copy of the slide presentation used through today’s sessions will be published on Quilter’s
      website, https://plc.quilter.com/investor-relations/results-and-presentations/

                                                   ***

      Enquiries

      Investor Relations:

      John-Paul Crutchley              +44 (0)77 4138 5251

      Keilah Codd                      +44 (0)77 7664 9681

      Media:

      Tim Skelton-Smith                +44 (0)78 2414 5076

      Camarco

      Geoffrey Pelham-Lane             +44 (0)77 3312 4226

     Company Secretary:

     Patrick Gonsalves                 +44 (0)73 7597 8887


     About Quilter plc
      Quilter plc is a leading wealth management business in the UK and internationally, helping to
      create prosperity for the generations of today and tomorrow. Quilter plc oversees £107.2 billion
      in customer investments (as at 31 March 2022).

      It has an adviser and customer offering spanning: financial advice, investment platforms, multi-
      asset investment solutions, and discretionary fund management.

      The business is being reorganised into two segments: Affluent and High Net Worth.

      Affluent encompasses the financial planning businesses, Quilter Financial Planning, the Quilter
      Investment Platform and Quilter Investors, the Multi-asset investment solutions business.


      High Net Worth includes the discretionary fund management business, Quilter Cheviot,
      together with Quilter Private Client Advisers.


JSE Sponsor:
J.P. Morgan Equities South Africa Proprietary Limited

Enhanced Investments, Inc.
329 South Oyster Bay Road #2085
Plainview, NY 11803
team@eninvs.com

Important disclosures

Performance results were prepared by Enhanced Investments, and have not been compiled, reviewed or audited by an independent accountant. Performance estimates are subject to future adjustment and revision. Investors should be aware that a loss of investment is possible. Account holdings are for illustrative purposes only and are not investment recommendations. Additional information, including (i) the calculation methodology; and (ii) a list showing the contribution of each holding to the portfolio’s performance during the time period will be provided upon request.
All statements made via social media sites sponsored or maintained by Enhanced Investments and its affiliates are for informational purposes only and do not constitute a comprehensive description of Enhanced Investments' investment advisory services.
Certain investments are not suitable for all investors. Before investing, consider your investment objectives and applicable fees. The rate of return on investments can vary widely over time, especially for long term investments. Investment losses are possible, including the potential loss of all amounts invested. Information provided by Enhanced Investments is for informational and general educational purposes only and is not investment or financial advice.

Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities.
Past performance is no guarantee of future results. Any historical returns, expected returns [or probability projections] are hypothetical in nature and may not reflect actual future performance.
All the strategies assume investments in equity invstrumenta only and are more relevant for "agressive investment profile". Eastern European flagship strategy assumes using up to 20% leverage of total portfolio. GlobalCommodities and US Growth strategy currently assume no leverage.
Results for the Enhanced Investments strategies as compared to the performance of Illustrative Benchmarks is for informational purposes only. Our investment program does not mirror that of the Illustrative Benchmarks and the volatility may be materially different from the volatility of Illustrative Benchmarks. Reference or comparison to an Illustrative Benchmark does not imply that strategies of Enhanced Investments will be constructed in the same way as the Illustrative Benchmark or achieve returns, volatility, or other results similar to those of the Illustrative Benchmark. The S&P 500 is an unmanaged market capitalization-weighted index of 500 common stocks chosen for market size, liquidity, and industry group representation to represent U.S. equity performance.
Performance results were prepared by Enhanced Investments, and have not been compiled, reviewed or audited by an independent accountant. Performance estimates are subject to future adjustment and revision. Investors should be aware that a loss of investment is possible. Account holdings are for illustrative purposes only and are not investment recommendations. Additional information, including (i) the calculation methodology; and (ii) a list showing the contribution of each holding to the portfolio’s performance during the time period will be provided upon request.
All statements made via social media sites sponsored or maintained by Enhanced Investments and its affiliates are for informational purposes only and do not constitute a comprehensive description of Enhanced Investments' investment advisory services.
Certain investments are not suitable for all investors. Before investing, consider your investment objectives and applicable fees. The rate of return on investments can vary widely over time, especially for long term investments. Investment losses are possible, including the potential loss of all amounts invested. Information provided by Enhanced Investments is for informational and general educational purposes only and is not investment or financial advice.