Morningstar - Managed portfolio tool

Investment provider Strategy Morningstar category Platform availability Max. Discretionary Management Fee

Morningstar Portfolio Risk Score™ Morningstar Sustainability Rating™

Holdings based return calculated up-to: 31/01/2025

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
Avellemy Active 4	GBP Allocation 40-60% Equity	35.93	2.64	0.36	abrdn Wrap Quilter Fidelity Adviser Solutions Nucleus Advance by Embark Novia Financial Parmenion Aegon ARC
Avellemy Active 5	GBP Allocation 60-80% Equity	43.58	4.54	0.36	abrdn Wrap Quilter Fidelity Adviser Solutions Nucleus Advance by Embark Novia Financial Parmenion Aegon ARC
Avellemy Active 6	GBP Allocation 60-80% Equity	50.67	5.02	0.36	abrdn Wrap Quilter Fidelity Adviser Solutions Nucleus Advance by Embark Novia Financial Parmenion Aegon ARC
Avellemy Active 7	GBP Allocation 80%+ Equity	57.69	5.76	0.36	abrdn Wrap Quilter Fidelity Adviser Solutions Nucleus Advance by Embark Novia Financial Parmenion Aegon ARC
Avellemy Active 8	GBP Allocation 80%+ Equity	64.18	3.29	0.36	abrdn Wrap Quilter Fidelity Adviser Solutions Nucleus Advance by Embark Novia Financial Parmenion Aegon ARC
Avellemy Income 3	GBP Allocation 20-40% Equity	25.48	1.46	0.36	abrdn Wrap Quilter Fidelity Adviser Solutions Nucleus Advance by Embark Novia Financial Parmenion Aegon ARC
Avellemy Income 4	GBP Allocation 40-60% Equity	33.73	3.12	0.36	abrdn Wrap Quilter Fidelity Adviser Solutions Nucleus Advance by Embark Novia Financial Parmenion Aegon ARC
Avellemy Income 5	GBP Allocation 60-80% Equity	42.40	5.06	0.36	abrdn Wrap Quilter Fidelity Adviser Solutions Nucleus Advance by Embark Novia Financial Parmenion Aegon ARC
Avellemy Income 6	GBP Allocation 60-80% Equity	49.98	5.72	0.36	abrdn Wrap Quilter Fidelity Adviser Solutions Nucleus Advance by Embark Novia Financial Parmenion Aegon ARC
Avellemy Income 7	GBP Allocation 80%+ Equity	57.59	6.72	0.36	abrdn Wrap Quilter Fidelity Adviser Solutions Nucleus Advance by Embark Novia Financial Parmenion Aegon ARC
Avellemy Income 8	GBP Allocation 80%+ Equity	64.79	4.60	0.36	abrdn Wrap Quilter Fidelity Adviser Solutions Nucleus Advance by Embark Novia Financial Parmenion Aegon ARC
Avellemy Passive 3	GBP Allocation 20-40% Equity	23.95	0.55	0.30	abrdn Wrap Quilter Fidelity Adviser Solutions Nucleus Advance by Embark Novia Financial Parmenion Aegon ARC
Avellemy Passive 4	GBP Allocation 40-60% Equity	34.28	2.56	0.30	abrdn Wrap Quilter Fidelity Adviser Solutions Nucleus Advance by Embark Novia Financial Parmenion Aegon ARC
Avellemy Passive 5	GBP Allocation 60-80% Equity	43.57	5.19	0.30	abrdn Wrap Quilter Fidelity Adviser Solutions Nucleus Advance by Embark Novia Financial Parmenion Aegon ARC
Avellemy Passive 6	GBP Allocation 60-80% Equity	53.33	6.37	0.30	abrdn Wrap Quilter Fidelity Adviser Solutions Nucleus Advance by Embark Novia Financial Parmenion Aegon ARC
Avellemy Passive 7	GBP Allocation 80%+ Equity	62.60	7.75	0.30	abrdn Wrap Quilter Fidelity Adviser Solutions Nucleus Advance by Embark Novia Financial Parmenion Aegon ARC
Avellemy Passive 8	GBP Allocation 80%+ Equity	74.83	5.58	0.30	abrdn Wrap Quilter Fidelity Adviser Solutions Nucleus Advance by Embark Novia Financial Parmenion Aegon ARC
BCM Capped 0	Global Diversified Bond			0.25	Quilter Transact Fidelity Adviser Solutions M&G Wealth Nucleus 7IM Morningstar Wealth Fundment
BCM Capped 100	Global Large-Cap Blend Equity			0.25	Quilter Transact Fidelity Adviser Solutions M&G Wealth Nucleus 7IM Morningstar Wealth Fundment
BCM Capped 30	GBP Allocation 20-40% Equity	22.70		0.25	Quilter Transact Fidelity Adviser Solutions M&G Wealth Nucleus 7IM Morningstar Wealth Fundment

If you are looking for a Portfolio or even Management firm that is not currently listed, they maybe onboarding, please email us at mpdbonboarding@morningstar.com requesting the status of the Portfolio or Provider and we will confirm the status or request the necessary data from them.

Equally if you are a Management firm and would like to list your products, email us at mpdbonboarding@morningstar.com

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