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
BCM Core 100	Global Large-Cap Blend Equity	67.71	4.15	0.25	Quilter Transact Fidelity Adviser Solutions M&G Wealth Nucleus 7IM Morningstar Wealth Fundment
BCM Core 30	GBP Allocation 20-40% Equity	31.17	-0.52	0.25	Quilter Transact Fidelity Adviser Solutions M&G Wealth Nucleus 7IM Morningstar Wealth Fundment
BCM Core 45	GBP Allocation 40-60% Equity	38.60	0.45	0.25	Quilter Transact Fidelity Adviser Solutions M&G Wealth Nucleus 7IM Morningstar Wealth Fundment
BCM Core 60	GBP Allocation 40-60% Equity	46.24	1.45	0.25	Quilter Transact Fidelity Adviser Solutions M&G Wealth Nucleus 7IM Morningstar Wealth Fundment
BCM Core 75	GBP Allocation 60-80% Equity	54.51	2.48	0.25	Quilter Transact Fidelity Adviser Solutions M&G Wealth Nucleus 7IM Morningstar Wealth Fundment
BCM Core 80	GBP Allocation 60-80% Equity	57.23	2.85	0.25	Quilter Transact Fidelity Adviser Solutions M&G Wealth Nucleus 7IM Morningstar Wealth Fundment
BCM Core 90	GBP Allocation 80%+ Equity	62.88	3.58	0.25	Quilter Transact Fidelity Adviser Solutions M&G Wealth Nucleus 7IM Morningstar Wealth Fundment
Binary - Active Adventurous	GBP Allocation 80%+ Equity	87.36	-0.84	0.30	Quilter Transact Fidelity Adviser Solutions M&G Wealth Nucleus Novia Financial Wealthtime
Binary - Active Balanced	GBP Allocation 40-60% Equity	61.23	-0.92	0.30	Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus Novia Financial Wealthtime Fundment P1
Binary - Active Cautious	GBP Allocation 20-40% Equity	42.46	-0.96	0.30	Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus Novia Financial Wealthtime Fundment P1
Binary - Active Defensive	GBP Allocation 0-20% Equity	27.06	-0.90	0.30	Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus Novia Financial Wealthtime Fundment P1
Binary - Active Growth	GBP Allocation 60-80% Equity	75.51	-0.72	0.30	Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus Novia Financial Wealthtime Fundment P1
Binary - Core Adventurous	GBP Allocation 80%+ Equity	59.36		0.25	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Novia Financial Fundment
Binary - Core Balanced	GBP Allocation 40-60% Equity	37.78		0.25	abrdn Wrap Quilter Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Novia Financial Wealthtime Fundment
Binary - Core Cautious	GBP Allocation 20-40% Equity	24.67		0.25	abrdn Wrap Quilter Transact Fidelity Adviser Solutions M&G Wealth Nucleus 7IM Novia Financial Wealthtime Fundment
Binary - Core Defensive	GBP Allocation 0-20% Equity	12.76		0.25	Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Wealthtime Fundment
Binary - Core Growth	GBP Allocation 60-80% Equity	51.61		0.25	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Novia Financial Fundment
Binary - Defined Returns Balanced	GBP Allocation 40-60% Equity	34.68		0.30	Transact 7IM
Binary - Defined Returns Growth	GBP Allocation 60-80% Equity	46.47		0.30	7IM
Binary - ESG Blend Adventurous	GBP Allocation 80%+ Equity	69.16		0.20	Transact

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

The following pages are intended for firms and individuals who are authorised by the Financial Conduct Authority to provide advice and investment services to UK clients. The information within this site must not be distributed or otherwise made available to retail clients, nor relied upon by retail clients.