Morningstar logo
Morningstar Category Platforms
Progeny Dynamic ESG 60 GBP Allocation 40-60% Equity 36.65 0.02 0.06
Aegon
abrdn Wrap
Quilter
Transact
Aviva
Nucleus
7IM
abrdn Elevate
Progeny Dynamic ESG 70 GBP Allocation 60-80% Equity 37.73 0.06
Aegon
abrdn Wrap
Quilter
Transact
Aviva
Nucleus
7IM
abrdn Elevate
Progeny Dynamic ESG 80 GBP Allocation 60-80% Equity 42.89 1.37 0.06
Aegon
abrdn Wrap
Quilter
Transact
Aviva
Nucleus
7IM
abrdn Elevate
Progeny Encore 30 GBP Allocation 20-40% Equity 19.87 -0.75 0.18
Quilter
Aviva
Nucleus
7IM
Novia Financial
abrdn Elevate
Aegon ARC
Progeny Encore 40 GBP Allocation 20-40% Equity 20.86 0.18
Aegon
abrdn Wrap
Quilter
Transact
Aviva
Nucleus
7IM
abrdn Elevate
Progeny Encore 50 GBP Allocation 40-60% Equity 26.78 1.66 0.18
Aegon
abrdn Wrap
Quilter
Transact
Aviva
Nucleus
7IM
abrdn Elevate
Progeny Encore 60 GBP Allocation 40-60% Equity 32.56 3.16 0.18
Aegon
abrdn Wrap
Quilter
Transact
Aviva
Nucleus
7IM
abrdn Elevate
Progeny Encore 70 GBP Allocation 60-80% Equity 35.38 0.18
Aegon
abrdn Wrap
Quilter
Transact
Aviva
Nucleus
7IM
abrdn Elevate
Progeny Encore 80 GBP Allocation 60-80% Equity 39.38 5.02 0.18
Aegon
abrdn Wrap
Quilter
Transact
Aviva
Nucleus
7IM
abrdn Elevate
Progeny Tempo 30 GBP Allocation 20-40% Equity 21.41 -0.38 0.06
Quilter
Transact
Aviva
Nucleus
7IM
Novia Financial
abrdn Elevate
Aegon ARC
Progeny Tempo 40 GBP Allocation 20-40% Equity 24.19 0.73 0.06
Aegon
abrdn Wrap
Quilter
Transact
Aviva
Nucleus
7IM
abrdn Elevate
Progeny Tempo 50 GBP Allocation 40-60% Equity 28.41 1.84 0.06
Aegon
abrdn Wrap
Quilter
Transact
Aviva
Nucleus
7IM
abrdn Elevate
Progeny Tempo 60 GBP Allocation 40-60% Equity 31.80 2.94 0.06
Aegon
abrdn Wrap
Quilter
Transact
Aviva
Nucleus
7IM
abrdn Elevate
Progeny Tempo 70 GBP Allocation 60-80% Equity 36.19 3.71 0.06
Aegon
abrdn Wrap
Quilter
Transact
Aviva
Nucleus
7IM
abrdn Elevate
Progeny Tempo 80 GBP Allocation 60-80% Equity 40.31 5.10 0.06
Aegon
abrdn Wrap
Quilter
Transact
Aviva
Nucleus
7IM
abrdn Elevate
Quilter WealthSelect Active Managed 10 Global Large-Cap Blend Equity 6.36 0.15
Globe icon Globe icon
Quilter
M&G Wealth
Parmenion
Morningstar Wealth
Quilter WealthSelect Active Managed 3 GBP Allocation 20-40% Equity 16.05 1.24 0.15
Globe icon Globe icon Globe icon
Quilter
M&G Wealth
Parmenion
Morningstar Wealth
Quilter WealthSelect Active Managed 4 GBP Allocation 20-40% Equity 19.85 1.96 0.15
Globe icon Globe icon Globe icon
Quilter
M&G Wealth
Parmenion
Morningstar Wealth
Quilter WealthSelect Active Managed 5 GBP Allocation 40-60% Equity 33.82 2.65 0.15
Globe icon Globe icon Globe icon
Quilter
M&G Wealth
Parmenion
Morningstar Wealth
Quilter WealthSelect Active Managed 6 GBP Allocation 40-60% Equity 41.17 3.46 0.15
Globe icon Globe icon Globe icon
Quilter
M&G Wealth
Parmenion
Morningstar Wealth

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.

Morningstar logo

©Copyright 2022 Morningstar, Inc. All rights reserved.