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
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
Progeny Bravo 70	GBP Allocation 60-80% Equity	48.34		0.24	Aegon abrdn Wrap Quilter Transact Aviva Nucleus 7IM abrdn Elevate
Progeny Bravo 80	GBP Allocation 60-80% Equity	55.55		0.24	Aegon abrdn Wrap Quilter Transact Aviva Nucleus 7IM abrdn Elevate
Progeny Dynamic 30	GBP Allocation 20-40% Equity	34.81	-0.23	0.06	Aegon Quilter Transact Aviva Nucleus 7IM Novia Financial abrdn Elevate
Progeny Dynamic 40	GBP Allocation 20-40% Equity	35.75		0.06	Aegon abrdn Wrap Quilter Transact Aviva Nucleus 7IM abrdn Elevate
Progeny Dynamic 50	GBP Allocation 40-60% Equity	43.55	1.26	0.06	Aegon abrdn Wrap Quilter Transact Aviva Nucleus 7IM abrdn Elevate
Progeny Dynamic 60	GBP Allocation 40-60% Equity	50.18	1.66	0.06	Aegon abrdn Wrap Quilter Transact Aviva Nucleus 7IM abrdn Elevate
Progeny Dynamic 70	GBP Allocation 60-80% Equity	51.36		0.06	Aegon abrdn Wrap Quilter Transact Aviva Nucleus 7IM abrdn Elevate
Progeny Dynamic 80	GBP Allocation 60-80% Equity	58.52	3.38	0.06	Aegon abrdn Wrap Quilter Transact Aviva Nucleus 7IM abrdn Elevate
Progeny Dynamic ESG 30	GBP Allocation 20-40% Equity	36.33	-1.78	0.06	Quilter Transact Aviva Nucleus 7IM Novia Financial abrdn Elevate Aegon ARC
Progeny Dynamic ESG 40	GBP Allocation 20-40% Equity	34.80		0.06	Aegon abrdn Wrap Quilter Transact Aviva Nucleus 7IM abrdn Elevate
Progeny Dynamic ESG 50	GBP Allocation 40-60% Equity	44.02	-0.64	0.06	Aegon abrdn Wrap Quilter Transact Aviva Nucleus 7IM abrdn Elevate
Progeny Dynamic ESG 60	GBP Allocation 40-60% Equity	51.77	0.16	0.06	Aegon abrdn Wrap Quilter Transact Aviva Nucleus 7IM abrdn Elevate
Progeny Dynamic ESG 70	GBP Allocation 60-80% Equity	52.12		0.06	Aegon abrdn Wrap Quilter Transact Aviva Nucleus 7IM abrdn Elevate
Progeny Dynamic ESG 80	GBP Allocation 60-80% Equity	60.44	1.73	0.06	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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