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: 31/08/2024

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category			Platforms
Quilter WS Responsible Blend 4	GBP Allocation 20-40% Equity	23.82	0.20	Quilter
Quilter WS Responsible Blend 5	GBP Allocation 40-60% Equity	32.94	0.20	Quilter
Quilter WS Responsible Blend 6	GBP Allocation 40-60% Equity	35.44	0.20	Quilter
Quilter WS Responsible Blend 7	GBP Allocation 60-80% Equity	45.47	0.20	Quilter
Quilter WS Responsible Blend 8	GBP Allocation 60-80% Equity	48.49	0.20	Quilter
Quilter WS Responsible Blend 9	GBP Allocation 80%+ Equity	59.59	0.20	Quilter
Quilter WS Responsible Passive 10	Global Large-Cap Blend Equity		0.20	Quilter
Quilter WS Responsible Passive 3	GBP Allocation 20-40% Equity	21.75	0.20	Quilter
Quilter WS Responsible Passive 4	GBP Allocation 20-40% Equity	24.28	0.20	Quilter
Quilter WS Responsible Passive 5	GBP Allocation 40-60% Equity	33.43	0.20	Quilter
Quilter WS Responsible Passive 6	GBP Allocation 40-60% Equity	36.13	0.20	Quilter
Quilter WS Responsible Passive 7	GBP Allocation 60-80% Equity	46.06	0.20	Quilter
Quilter WS Responsible Passive 8	GBP Allocation 60-80% Equity	48.62	0.20	Quilter
Quilter WS Responsible Passive 9	GBP Allocation 80%+ Equity	58.11	0.20	Quilter
Quilter WS Sustainable Active 10	Global Large-Cap Blend Equity		0.20	Quilter
Quilter WS Sustainable Active 3	GBP Allocation 20-40% Equity	22.80	0.20	Quilter
Quilter WS Sustainable Active 4	GBP Allocation 20-40% Equity	25.21	0.20	Quilter
Quilter WS Sustainable Active 5	GBP Allocation 40-60% Equity	34.11	0.20	Quilter
Quilter WS Sustainable Active 6	GBP Allocation 40-60% Equity	37.05	0.20	Quilter
Quilter WS Sustainable Active 7	GBP Allocation 60-80% Equity	47.07	0.20	Quilter

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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