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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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Quilter
Fidelity Adviser Solutions
AJ Bell Investcentre
M&G Wealth
Parmenion
Morningstar Wealth

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