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
Quilter WealthSelect Blend Managed 10	Global Large-Cap Blend Equity	63.81	7.25	0.15	Quilter M&G Wealth Parmenion Morningstar Wealth
Quilter WealthSelect Blend Managed 3	GBP Allocation 20-40% Equity	22.35	2.46	0.15	Quilter M&G Wealth Parmenion Morningstar Wealth
Quilter WealthSelect Blend Managed 4	GBP Allocation 20-40% Equity	27.58	3.25	0.15	Quilter M&G Wealth Parmenion Morningstar Wealth
Quilter WealthSelect Blend Managed 5	GBP Allocation 40-60% Equity	33.69	3.85	0.15	Quilter M&G Wealth Parmenion Morningstar Wealth
Quilter WealthSelect Blend Managed 6	GBP Allocation 40-60% Equity	39.23	4.73	0.15	Quilter M&G Wealth Parmenion Morningstar Wealth
Quilter WealthSelect Blend Managed 7	GBP Allocation 60-80% Equity	44.89	5.51	0.15	Quilter M&G Wealth Parmenion Morningstar Wealth
Quilter WealthSelect Blend Managed 8	GBP Allocation 60-80% Equity	51.24	6.39	0.15	Quilter M&G Wealth Parmenion Morningstar Wealth
Quilter WealthSelect Blend Managed 9	GBP Allocation 80%+ Equity	58.58	6.89	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	21.83		0.15	Quilter M&G Wealth Parmenion Morningstar Wealth
Quilter WealthSelect Managed Passive 4	GBP Allocation 20-40% Equity	25.63		0.15	Quilter M&G Wealth Parmenion Morningstar Wealth
Quilter WealthSelect Managed Passive 5	GBP Allocation 40-60% Equity	34.34		0.15	Quilter M&G Wealth Parmenion Morningstar Wealth
Quilter WealthSelect Managed Passive 6	GBP Allocation 40-60% Equity	38.53		0.15	Quilter M&G Wealth Parmenion Morningstar Wealth
Quilter WealthSelect Managed Passive 7	GBP Allocation 60-80% Equity	47.51		0.15	Quilter M&G Wealth Parmenion Morningstar Wealth
Quilter WealthSelect Managed Passive 8	GBP Allocation 60-80% Equity	51.74		0.15	Quilter M&G Wealth Parmenion Morningstar Wealth
Quilter WealthSelect Managed Passive 9	GBP Allocation 80%+ Equity	59.46		0.15	Quilter M&G Wealth Parmenion Morningstar Wealth
Quilter WS Responsible Active 10	Global Large-Cap Blend Equity			0.20	Quilter
Quilter WS Responsible Active 3	GBP Allocation 20-40% Equity	20.94		0.20	Quilter
Quilter WS Responsible Active 4	GBP Allocation 20-40% Equity	24.26		0.20	Quilter
Quilter WS Responsible Active 5	GBP Allocation 40-60% Equity	32.49		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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