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: 31/10/2024

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
Quilter WealthSelect Active Managed 6	GBP Allocation 40-60% Equity	38.86	4.04	0.15	Quilter M&G Wealth Parmenion Morningstar Wealth
Quilter WealthSelect Active Managed 7	GBP Allocation 60-80% Equity	44.67	4.76	0.15	Quilter M&G Wealth Parmenion Morningstar Wealth
Quilter WealthSelect Active Managed 8	GBP Allocation 60-80% Equity	51.32	5.48	0.15	Quilter M&G Wealth Parmenion Morningstar Wealth
Quilter WealthSelect Active Managed 9	GBP Allocation 80%+ Equity	57.51	6.11	0.15	Quilter M&G Wealth Parmenion Morningstar Wealth
Quilter WealthSelect Blend Managed 10	Global Large-Cap Blend Equity	65.17	6.23	0.15	Quilter M&G Wealth Parmenion Morningstar Wealth
Quilter WealthSelect Blend Managed 3	GBP Allocation 20-40% Equity	22.36	2.07	0.15	Quilter M&G Wealth Parmenion Morningstar Wealth
Quilter WealthSelect Blend Managed 4	GBP Allocation 20-40% Equity	27.64	2.74	0.15	Quilter M&G Wealth Parmenion Morningstar Wealth
Quilter WealthSelect Blend Managed 5	GBP Allocation 40-60% Equity	33.91	3.24	0.15	Quilter M&G Wealth Parmenion Morningstar Wealth
Quilter WealthSelect Blend Managed 6	GBP Allocation 40-60% Equity	39.39	4.01	0.15	Quilter M&G Wealth Parmenion Morningstar Wealth
Quilter WealthSelect Blend Managed 7	GBP Allocation 60-80% Equity	45.29	4.68	0.15	Quilter M&G Wealth Parmenion Morningstar Wealth
Quilter WealthSelect Blend Managed 8	GBP Allocation 60-80% Equity	51.95	5.46	0.15	Quilter M&G Wealth Parmenion Morningstar Wealth
Quilter WealthSelect Blend Managed 9	GBP Allocation 80%+ Equity	59.43	5.92	0.15	Quilter M&G Wealth Parmenion Morningstar Wealth
Quilter WealthSelect Managed Passive 10	Global Large-Cap Blend Equity			0.15	Quilter M&G Wealth Parmenion Morningstar Wealth
Quilter WealthSelect Managed Passive 3	GBP Allocation 20-40% Equity	22.62		0.15	Quilter M&G Wealth Parmenion Morningstar Wealth
Quilter WealthSelect Managed Passive 4	GBP Allocation 20-40% Equity	25.56		0.15	Quilter M&G Wealth Parmenion Morningstar Wealth
Quilter WealthSelect Managed Passive 5	GBP Allocation 40-60% Equity	35.11		0.15	Quilter M&G Wealth Parmenion Morningstar Wealth
Quilter WealthSelect Managed Passive 6	GBP Allocation 40-60% Equity	38.24		0.15	Quilter M&G Wealth Parmenion Morningstar Wealth
Quilter WealthSelect Managed Passive 7	GBP Allocation 60-80% Equity	48.26		0.15	Quilter M&G Wealth Parmenion Morningstar Wealth
Quilter WealthSelect Managed Passive 8	GBP Allocation 60-80% Equity	51.37		0.15	Quilter M&G Wealth Parmenion Morningstar Wealth
Quilter WealthSelect Managed Passive 9	GBP Allocation 80%+ Equity	60.40		0.15	Quilter M&G Wealth Parmenion Morningstar Wealth

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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