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: 31/03/2025

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
Parmenion Passive Growth RG4	GBP Allocation 40-60% Equity	31.06	2.34	0.12	Parmenion
Parmenion Passive Growth RG5	GBP Allocation 40-60% Equity	37.63	2.65	0.12	Parmenion
Parmenion Passive Growth RG6	GBP Allocation 60-80% Equity	43.89	3.34	0.12	Parmenion
Parmenion Passive Growth RG7	GBP Allocation 60-80% Equity	49.41	3.60	0.12	Parmenion
Parmenion Passive Growth RG8	GBP Allocation 80%+ Equity	56.08	3.96	0.12	Parmenion
Parmenion Passive Growth RG9	GBP Allocation 80%+ Equity	62.61	4.47	0.12	Parmenion
Parmenion Responsible Growth RG1	GBP Allocation 0-20% Equity	11.43	0.43	0.24	Parmenion
Parmenion Responsible Growth RG10	Global Large-Cap Blend Equity	71.53	1.98	0.24	Parmenion
Parmenion Responsible Growth RG2	GBP Allocation 0-20% Equity	22.31	-0.61	0.24	Parmenion
Parmenion Responsible Growth RG3	GBP Allocation 20-40% Equity	29.08	-0.32	0.24	Parmenion
Parmenion Responsible Growth RG4	GBP Allocation 40-60% Equity	35.94	0.06	0.24	Parmenion
Parmenion Responsible Growth RG5	GBP Allocation 40-60% Equity	42.36	0.22	0.24	Parmenion
Parmenion Responsible Growth RG6	GBP Allocation 60-80% Equity	48.95	0.60	0.24	Parmenion
Parmenion Responsible Growth RG7	GBP Allocation 60-80% Equity	54.54	0.71	0.24	Parmenion
Parmenion Responsible Growth RG8	GBP Allocation 80%+ Equity	60.47	1.12	0.24	Parmenion
Parmenion Responsible Growth RG9	GBP Allocation 80%+ Equity	65.98	1.48	0.24	Parmenion
Parmenion Screened Growth RG1	GBP Allocation 0-20% Equity	10.74	2.48	0.24	Parmenion
Parmenion Screened Growth RG10	Global Large-Cap Blend Equity	72.69	1.24	0.24	Parmenion
Parmenion Screened Growth RG2	GBP Allocation 0-20% Equity	19.26	1.93	0.24	Parmenion
Parmenion Screened Growth RG3	GBP Allocation 20-40% Equity	28.12	1.74	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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