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 Screened Growth RG4	GBP Allocation 40-60% Equity	36.51	1.57	0.24	Parmenion
Parmenion Screened Growth RG5	GBP Allocation 40-60% Equity	43.97	1.28	0.24	Parmenion
Parmenion Screened Growth RG6	GBP Allocation 60-80% Equity	51.96	1.13	0.24	Parmenion
Parmenion Screened Growth RG7	GBP Allocation 60-80% Equity	59.25	1.07	0.24	Parmenion
Parmenion Screened Growth RG8	GBP Allocation 80%+ Equity	64.14	1.13	0.24	Parmenion
Parmenion Screened Growth RG9	GBP Allocation 80%+ Equity	68.52	1.18	0.24	Parmenion
Parmenion Strategic MO Active RG1	GBP Allocation 0-20% Equity	9.99	1.47	0.24	Parmenion
Parmenion Strategic MO Active RG10	Global Large-Cap Blend Equity	64.65	2.52	0.24	Parmenion
Parmenion Strategic MO Active RG2	GBP Allocation 0-20% Equity	19.13	0.82	0.24	Parmenion
Parmenion Strategic MO Active RG3	GBP Allocation 20-40% Equity	25.32	1.31	0.24	Parmenion
Parmenion Strategic MO Active RG4	GBP Allocation 40-60% Equity	32.03	1.90	0.24	Parmenion
Parmenion Strategic MO Active RG5	GBP Allocation 40-60% Equity	37.11	1.88	0.24	Parmenion
Parmenion Strategic MO Active RG6	GBP Allocation 60-80% Equity	42.59	2.22	0.24	Parmenion
Parmenion Strategic MO Active RG7	GBP Allocation 60-80% Equity	47.00	2.26	0.24	Parmenion
Parmenion Strategic MO Active RG8	GBP Allocation 80%+ Equity	52.61	2.35	0.24	Parmenion
Parmenion Strategic MO Active RG9	GBP Allocation 80%+ Equity	58.47	2.45	0.24	Parmenion
Parmenion Strategic Passive RG1	GBP Allocation 0-20% Equity	10.07	1.52	0.12	Parmenion
Parmenion Strategic Passive RG10	Global Large-Cap Blend Equity	66.79	5.56	0.12	Parmenion
Parmenion Strategic Passive RG2	GBP Allocation 0-20% Equity	17.76	1.17	0.12	Parmenion
Parmenion Strategic Passive RG3	GBP Allocation 20-40% Equity	23.66	1.89	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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