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: 31/01/2026

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
Parmenion Sustainable Growth RG10	Global Large-Cap Blend Equity	79.49	5.27	0.24	Parmenion
Parmenion Sustainable Growth RG2	GBP Allocation 0-20% Equity	22.54	3.81	0.24	Parmenion
Parmenion Sustainable Growth RG3	GBP Allocation 20-40% Equity	30.25	4.27	0.24	Parmenion
Parmenion Sustainable Growth RG4	GBP Allocation 40-60% Equity	38.31	4.75	0.24	Parmenion
Parmenion Sustainable Growth RG5	GBP Allocation 40-60% Equity	45.59	4.88	0.24	Parmenion
Parmenion Sustainable Growth RG6	GBP Allocation 60-80% Equity	53.00	5.08	0.24	Parmenion
Parmenion Sustainable Growth RG7	GBP Allocation 60-80% Equity	59.30	5.17	0.24	Parmenion
Parmenion Sustainable Growth RG8	GBP Allocation 80%+ Equity	66.55	5.29	0.24	Parmenion
Parmenion Sustainable Growth RG9	GBP Allocation 80%+ Equity	74.17	5.27	0.24	Parmenion
PBIM Responsible Aggressive Growth	GBP Allocation 60-80% Equity	62.17	4.55	0.30	Transact Fundment
PBIM Responsible Cautious Model	GBP Allocation 20-40% Equity	37.78	4.47	0.30	Transact Raymond James Fundment
PBIM Responsible Moderate Risk	GBP Allocation 40-60% Equity	47.99	4.44	0.30	Transact Fundment
PBIM Responsible Moderately Aggressive	GBP Allocation 60-80% Equity	55.47	4.40	0.30	Transact Fundment
PBIM Responsible Moderately Cautious	GBP Allocation 40-60% Equity	45.75	4.15	0.30	Transact Fundment
PortfolioMetrix Blended 3	GBP Allocation 20-40% Equity	28.81	7.33	0.00	Aegon abrdn Wrap Quilter Fidelity Adviser Solutions AJ Bell Investcentre Aviva 7IM Novia Financial Parmenion Aegon ARC Scottish Widows Fundment P1
PortfolioMetrix Blended 4	GBP Allocation 20-40% Equity	36.49	8.06	0.00	Aegon abrdn Wrap Quilter Fidelity Adviser Solutions AJ Bell Investcentre Aviva 7IM Novia Financial Parmenion Aegon ARC Scottish Widows Fundment P1
PortfolioMetrix Blended 5	GBP Allocation 40-60% Equity	43.98	8.77	0.00	Aegon abrdn Wrap Quilter Fidelity Adviser Solutions AJ Bell Investcentre Aviva 7IM Novia Financial Parmenion Aegon ARC Scottish Widows Fundment P1
PortfolioMetrix Blended 6	GBP Allocation 60-80% Equity	51.55	10.01	0.00	Aegon abrdn Wrap Quilter Fidelity Adviser Solutions AJ Bell Investcentre Aviva 7IM Novia Financial Parmenion Aegon ARC Scottish Widows Fundment P1
PortfolioMetrix Blended 7	GBP Allocation 60-80% Equity	58.58	11.19	0.00	Aegon abrdn Wrap Quilter Fidelity Adviser Solutions AJ Bell Investcentre Aviva 7IM Novia Financial Parmenion Aegon ARC Scottish Widows Fundment P1
PortfolioMetrix Blended 8	GBP Allocation 80%+ Equity	63.62	12.36	0.00	Aegon abrdn Wrap Quilter Fidelity Adviser Solutions AJ Bell Investcentre Aviva 7IM Novia Financial Parmenion Aegon ARC Scottish Widows Fundment P1

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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