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 WS Responsible Active 6	GBP Allocation 40-60% Equity	36.29	0.20	Quilter
Quilter WS Responsible Active 7	GBP Allocation 60-80% Equity	45.40	0.20	Quilter
Quilter WS Responsible Active 8	GBP Allocation 60-80% Equity	50.07	0.20	Quilter
Quilter WS Responsible Active 9	GBP Allocation 80%+ Equity	61.11	0.20	Quilter
Quilter WS Responsible Blend 10	Global Large-Cap Blend Equity		0.20	Quilter
Quilter WS Responsible Blend 3	GBP Allocation 20-40% Equity	20.39	0.20	Quilter
Quilter WS Responsible Blend 4	GBP Allocation 20-40% Equity	23.49	0.20	Quilter
Quilter WS Responsible Blend 5	GBP Allocation 40-60% Equity	31.53	0.20	Quilter
Quilter WS Responsible Blend 6	GBP Allocation 40-60% Equity	35.09	0.20	Quilter
Quilter WS Responsible Blend 7	GBP Allocation 60-80% Equity	43.97	0.20	Quilter
Quilter WS Responsible Blend 8	GBP Allocation 60-80% Equity	48.26	0.20	Quilter
Quilter WS Responsible Blend 9	GBP Allocation 80%+ Equity	58.34	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	20.90	0.20	Quilter
Quilter WS Responsible Passive 4	GBP Allocation 20-40% Equity	24.29	0.20	Quilter
Quilter WS Responsible Passive 5	GBP Allocation 40-60% Equity	32.47	0.20	Quilter
Quilter WS Responsible Passive 6	GBP Allocation 40-60% Equity	36.22	0.20	Quilter
Quilter WS Responsible Passive 7	GBP Allocation 60-80% Equity	45.08	0.20	Quilter
Quilter WS Responsible Passive 8	GBP Allocation 60-80% Equity	48.63	0.20	Quilter
Quilter WS Responsible Passive 9	GBP Allocation 80%+ Equity	56.43	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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