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: 30/11/2024

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
Avellemy Income 4	GBP Allocation 40-60% Equity	33.66	2.36	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	42.54	4.47	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	49.89	5.07	0.36	abrdn Wrap Quilter Fidelity Adviser Solutions Nucleus Advance by Embark Novia Financial Parmenion Aegon ARC
Avellemy Income 7	GBP Allocation 80%+ Equity	57.62	6.26	0.36	abrdn Wrap Quilter Fidelity Adviser Solutions Nucleus Advance by Embark Novia Financial Parmenion Aegon ARC
Avellemy Income 8	GBP Allocation 80%+ Equity	64.68	3.63	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	23.97	-0.31	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	34.45	1.58	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	43.92	4.25	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	53.64	5.32	0.30	abrdn Wrap Quilter Fidelity Adviser Solutions Nucleus Advance by Embark Novia Financial Parmenion Aegon ARC
Avellemy Passive 7	GBP Allocation 80%+ Equity	63.16	6.93	0.30	abrdn Wrap Quilter Fidelity Adviser Solutions Nucleus Advance by Embark Novia Financial Parmenion Aegon ARC
Avellemy Passive 8	GBP Allocation 80%+ Equity	75.21	4.35	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	22.53		0.25	Quilter Transact Fidelity Adviser Solutions M&G Wealth Nucleus 7IM Morningstar Wealth Fundment
BCM Capped 45	GBP Allocation 40-60% Equity	31.36		0.25	Quilter Transact Fidelity Adviser Solutions M&G Wealth Nucleus 7IM Morningstar Wealth Fundment
BCM Capped 60	GBP Allocation 40-60% Equity	34.94		0.25	Quilter Transact Fidelity Adviser Solutions M&G Wealth Nucleus 7IM Morningstar Wealth Fundment
BCM Capped 75	GBP Allocation 60-80% Equity	44.77		0.25	Quilter Transact Fidelity Adviser Solutions M&G Wealth Nucleus 7IM Morningstar Wealth Fundment
BCM Capped 80	GBP Allocation 60-80% Equity	46.01		0.25	Quilter Transact Fidelity Adviser Solutions M&G Wealth Nucleus 7IM Morningstar Wealth Fundment
BCM Capped 90	GBP Allocation 80%+ Equity	55.06		0.25	Quilter Transact Fidelity Adviser Solutions M&G Wealth Nucleus 7IM Morningstar Wealth Fundment
BCM Core 0	Global Diversified Bond	18.97	-2.41	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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