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: 28/02/2025

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
Parmenion Strategic Conviction RG4	GBP Allocation 40-60% Equity	31.26	3.60	0.24	Parmenion
Parmenion Strategic Conviction RG5	GBP Allocation 40-60% Equity	36.80	3.94	0.24	Parmenion
Parmenion Strategic Conviction RG6	GBP Allocation 60-80% Equity	42.59	4.75	0.24	Parmenion
Parmenion Strategic Conviction RG7	GBP Allocation 60-80% Equity	47.32	5.08	0.24	Parmenion
Parmenion Strategic Conviction RG8	GBP Allocation 80%+ Equity	53.48	5.58	0.24	Parmenion
Parmenion Strategic Conviction RG9	GBP Allocation 80%+ Equity	59.79	6.18	0.24	Parmenion
Parmenion Strategic MO Active RG1	GBP Allocation 0-20% Equity	9.99	1.32	0.24	Parmenion
Parmenion Strategic MO Active RG10	Global Large-Cap Blend Equity	64.65	4.69	0.24	Parmenion
Parmenion Strategic MO Active RG2	GBP Allocation 0-20% Equity	19.13	1.10	0.24	Parmenion
Parmenion Strategic MO Active RG3	GBP Allocation 20-40% Equity	25.32	1.93	0.24	Parmenion
Parmenion Strategic MO Active RG4	GBP Allocation 40-60% Equity	32.03	2.89	0.24	Parmenion
Parmenion Strategic MO Active RG5	GBP Allocation 40-60% Equity	37.11	3.04	0.24	Parmenion
Parmenion Strategic MO Active RG6	GBP Allocation 60-80% Equity	42.59	3.60	0.24	Parmenion
Parmenion Strategic MO Active RG7	GBP Allocation 60-80% Equity	47.00	3.79	0.24	Parmenion
Parmenion Strategic MO Active RG8	GBP Allocation 80%+ Equity	52.61	4.07	0.24	Parmenion
Parmenion Strategic MO Active RG9	GBP Allocation 80%+ Equity	58.47	4.38	0.24	Parmenion
Parmenion Strategic Passive ESG RG1	GBP Allocation 0-20% Equity	15.99		0.12	Parmenion
Parmenion Strategic Passive ESG RG10	Global Large-Cap Blend Equity			0.12	Parmenion
Parmenion Strategic Passive ESG RG2	GBP Allocation 20-40% Equity	21.25		0.12	Parmenion
Parmenion Strategic Passive ESG RG3	GBP Allocation 20-40% Equity	25.41		0.12	Parmenion

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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