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: 31/05/2025

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
Progeny Encore 60	GBP Allocation 40-60% Equity	45.61	4.39	0.18	Aegon abrdn Wrap Quilter Transact Aviva Nucleus 7IM abrdn Elevate
Progeny Encore 70	GBP Allocation 60-80% Equity	49.11	5.35	0.18	Aegon abrdn Wrap Quilter Transact Aviva Nucleus 7IM abrdn Elevate
Progeny Encore 80	GBP Allocation 60-80% Equity	55.95	6.29	0.18	Aegon abrdn Wrap Quilter Transact Aviva Nucleus 7IM abrdn Elevate
Progeny Tempo 30	GBP Allocation 20-40% Equity	32.12	2.06	0.06	Quilter Transact Aviva Nucleus 7IM Novia Financial abrdn Elevate Aegon ARC
Progeny Tempo 40	GBP Allocation 20-40% Equity	36.40	2.88	0.06	Aegon abrdn Wrap Quilter Transact Aviva Nucleus 7IM abrdn Elevate
Progeny Tempo 50	GBP Allocation 40-60% Equity	41.08	3.68	0.06	Aegon abrdn Wrap Quilter Transact Aviva Nucleus 7IM abrdn Elevate
Progeny Tempo 60	GBP Allocation 40-60% Equity	46.04	4.47	0.06	Aegon abrdn Wrap Quilter Transact Aviva Nucleus 7IM abrdn Elevate
Progeny Tempo 70	GBP Allocation 60-80% Equity	50.33	5.24	0.06	Aegon abrdn Wrap Quilter Transact Aviva Nucleus 7IM abrdn Elevate
Progeny Tempo 80	GBP Allocation 60-80% Equity	56.26	5.99	0.06	Aegon abrdn Wrap Quilter Transact Aviva Nucleus 7IM abrdn Elevate
Quilter WealthSelect Active Managed 10	Global Large-Cap Blend Equity	62.52	7.24	0.15	Quilter Fidelity Adviser Solutions AJ Bell Investcentre M&G Wealth Parmenion Morningstar Wealth
Quilter WealthSelect Active Managed 3	GBP Allocation 20-40% Equity	22.01	4.22	0.15	Quilter Fidelity Adviser Solutions AJ Bell Investcentre M&G Wealth Parmenion Morningstar Wealth
Quilter WealthSelect Active Managed 4	GBP Allocation 20-40% Equity	27.66	4.81	0.15	Quilter Fidelity Adviser Solutions AJ Bell Investcentre M&G Wealth Parmenion Morningstar Wealth
Quilter WealthSelect Active Managed 5	GBP Allocation 40-60% Equity	33.60	5.39	0.15	Quilter Fidelity Adviser Solutions AJ Bell Investcentre M&G Wealth Parmenion Morningstar Wealth
Quilter WealthSelect Active Managed 6	GBP Allocation 40-60% Equity	39.59	6.02	0.15	Quilter Fidelity Adviser Solutions AJ Bell Investcentre M&G Wealth Parmenion Morningstar Wealth
Quilter WealthSelect Active Managed 7	GBP Allocation 60-80% Equity	45.66	6.64	0.15	Quilter Fidelity Adviser Solutions AJ Bell Investcentre M&G Wealth Parmenion Morningstar Wealth
Quilter WealthSelect Active Managed 8	GBP Allocation 60-80% Equity	52.49	7.27	0.15	Quilter Fidelity Adviser Solutions AJ Bell Investcentre M&G Wealth Parmenion Morningstar Wealth
Quilter WealthSelect Active Managed 9	GBP Allocation 80%+ Equity	57.96	7.34	0.15	Quilter Fidelity Adviser Solutions AJ Bell Investcentre M&G Wealth Parmenion Morningstar Wealth
Quilter WealthSelect Blend Managed 10	Global Large-Cap Blend Equity	65.72	8.37	0.15	Quilter Fidelity Adviser Solutions AJ Bell Investcentre M&G Wealth Parmenion Morningstar Wealth
Quilter WealthSelect Blend Managed 3	GBP Allocation 20-40% Equity	22.21	4.42	0.15	Quilter Fidelity Adviser Solutions AJ Bell Investcentre M&G Wealth Parmenion Morningstar Wealth
Quilter WealthSelect Blend Managed 4	GBP Allocation 20-40% Equity	27.89	5.09	0.15	Quilter Fidelity Adviser Solutions AJ Bell Investcentre 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.

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