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: 30/11/2024

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
PortfolioMetrix Sustainable World 5	GBP Allocation 60-80% Equity	59.60	-1.12	0.42	Transact Nucleus Wealthtime Morningstar Wealth Morningstar Wealth International
PortfolioMetrix Sustainable World 6	GBP Allocation 60-80% Equity	69.16	-1.25	0.42	Transact Nucleus Wealthtime Morningstar Wealth Morningstar Wealth International
PortfolioMetrix Sustainable World 7	GBP Allocation 80%+ Equity	77.53	-1.35	0.42	Transact Nucleus Wealthtime Morningstar Wealth Morningstar Wealth International
Premier Balanced Plus Portfolio	GBP Allocation 60-80% Equity	55.53	2.04	0.00
Premier Balanced Portfolio	GBP Allocation 60-80% Equity	50.37	1.86	0.00
Premier Capital Builder Plus Portfolio	GBP Allocation 20-40% Equity	23.33	1.30	0.00
Premier Capital Builder Portfolio	GBP Allocation 20-40% Equity	19.67	1.18	0.00
Premier Conservative Portfolio	GBP Allocation 40-60% Equity	37.07	1.56	0.00
Premier Dynamic Growth Portfolio	GBP Allocation 80%+ Equity	64.38	1.88	0.00
Premier Growth Plus Portfolio	GBP Allocation 60-80% Equity	62.95	1.91	0.00
Premier Growth Portfolio	GBP Allocation 60-80% Equity	58.91	1.97	0.00
Premier High Income Portfolio	GBP Allocation 40-60% Equity	47.58	0.72	0.00
Premier Income & Growth Portfolio	GBP Allocation 20-40% Equity	33.59	0.96	0.00
Premier Income Portfolio	GBP Allocation 40-60% Equity	39.80	0.96	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

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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