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: 31/10/2024

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
PIM Strategic Ethical Active A RG8	GBP Allocation 80%+ Equity	60.10	0.41	0.24	Parmenion
PIM Strategic Ethical Active A RG9	GBP Allocation 80%+ Equity	66.55	0.93	0.24	Parmenion
PIM Strategic Ethical Active B RG1	GBP Allocation 0-20% Equity	11.12	-0.70	0.24	Parmenion
PIM Strategic Ethical Active B RG10	Global Large-Cap Blend Equity	79.67	-0.51	0.24	Parmenion
PIM Strategic Ethical Active B RG2	GBP Allocation 0-20% Equity	21.89	-1.88	0.24	Parmenion
PIM Strategic Ethical Active B RG3	GBP Allocation 20-40% Equity	28.65	-1.57	0.24	Parmenion
PIM Strategic Ethical Active B RG4	GBP Allocation 40-60% Equity	35.92	-1.30	0.24	Parmenion
PIM Strategic Ethical Active B RG5	GBP Allocation 40-60% Equity	43.70	-1.24	0.24	Parmenion
PIM Strategic Ethical Active B RG6	GBP Allocation 60-80% Equity	51.80	-1.21	0.24	Parmenion
PIM Strategic Ethical Active B RG7	GBP Allocation 60-80% Equity	58.29	-1.17	0.24	Parmenion
PIM Strategic Ethical Active B RG8	GBP Allocation 80%+ Equity	65.21	-0.98	0.24	Parmenion
PIM Strategic Ethical Active B RG9	GBP Allocation 80%+ Equity	72.48	-0.87	0.24	Parmenion
PIM Strategic Ethical Active C RG1	GBP Allocation 0-20% Equity	11.22	-0.74	0.24	Parmenion
PIM Strategic Ethical Active C RG10	Global Large-Cap Blend Equity	74.06	-0.08	0.24	Parmenion
PIM Strategic Ethical Active C RG2	GBP Allocation 0-20% Equity	21.87	-1.93	0.24	Parmenion
PIM Strategic Ethical Active C RG3	GBP Allocation 20-40% Equity	28.53	-1.65	0.24	Parmenion
PIM Strategic Ethical Active C RG4	GBP Allocation 40-60% Equity	35.86	-1.39	0.24	Parmenion
PIM Strategic Ethical Active C RG5	GBP Allocation 40-60% Equity	43.05	-1.35	0.24	Parmenion
PIM Strategic Ethical Active C RG6	GBP Allocation 60-80% Equity	50.74	-1.26	0.24	Parmenion
PIM Strategic Ethical Active C RG7	GBP Allocation 60-80% Equity	56.59	-1.17	0.24	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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