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: 31/08/2024

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
Premier Capital Builder Portfolio	GBP Allocation 20-40% Equity	22.66	1.02	0.00
Premier Conservative Portfolio	GBP Allocation 40-60% Equity	37.76	1.25	0.00
Premier Dynamic Growth Portfolio	GBP Allocation 80%+ Equity	62.55	0.70	0.00
Premier Growth Plus Portfolio	GBP Allocation 60-80% Equity	61.30	0.88	0.00
Premier Growth Portfolio	GBP Allocation 60-80% Equity	57.86	1.07	0.00
Premier High Income Portfolio	GBP Allocation 40-60% Equity	50.07	0.55	0.00
Premier Income & Growth Portfolio	GBP Allocation 20-40% Equity	37.13	0.58	0.00
Premier Income Portfolio	GBP Allocation 40-60% Equity	42.77	0.71	0.00
Premier Miton Blend Adventurous	GBP Allocation 80%+ Equity			0.00	Transact
Premier Miton Blend Balanced	GBP Allocation 40-60% Equity			0.00	Transact
Premier Miton Blend Cautious	GBP Allocation 40-60% Equity			0.00	Transact
Premier Miton Blend Growth	GBP Allocation 60-80% Equity			0.00	Transact
Premier Miton Index Adventurous	GBP Allocation 80%+ Equity			0.13	Transact
Premier Miton Index Balanced	GBP Allocation 40-60% Equity			0.13	Transact
Premier Miton Index Cautious	GBP Allocation 40-60% Equity			0.13	Transact
Premier Miton Index Growth	GBP Allocation 60-80% Equity			0.13	Transact
Progeny Bravo 30	GBP Allocation 20-40% Equity	21.23		0.24	Quilter Transact Aviva Nucleus 7IM Novia Financial abrdn Elevate Aegon ARC
Progeny Bravo 40	GBP Allocation 20-40% Equity	27.50		0.24	Aegon abrdn Wrap Quilter Transact Aviva Nucleus 7IM abrdn Elevate
Progeny Bravo 50	GBP Allocation 40-60% Equity	34.24		0.24	Aegon abrdn Wrap Quilter Transact Aviva Nucleus 7IM abrdn Elevate
Progeny Bravo 60	GBP Allocation 40-60% Equity	41.22		0.24	Aegon abrdn Wrap Quilter Transact Aviva Nucleus 7IM abrdn Elevate

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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