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: 31/10/2025

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
Progeny Encore 50	GBP Allocation 40-60% Equity	40.37	9.60	0.18	Aegon abrdn Wrap Quilter Transact Aviva Nucleus 7IM abrdn Elevate
Progeny Encore 60	GBP Allocation 40-60% Equity	46.69	10.81	0.18	Aegon abrdn Wrap Quilter Transact Aviva Nucleus 7IM abrdn Elevate
Progeny Encore 70	GBP Allocation 60-80% Equity	50.48	11.99	0.18	Aegon abrdn Wrap Quilter Transact Aviva Nucleus 7IM abrdn Elevate
Progeny Encore 80	GBP Allocation 60-80% Equity	56.88	13.12	0.18	Aegon abrdn Wrap Quilter Transact Aviva Nucleus 7IM abrdn Elevate
Progeny Tempo 30	GBP Allocation 20-40% Equity	32.76	7.50	0.06	Quilter Transact Aviva Nucleus 7IM Novia Financial abrdn Elevate Aegon ARC
Progeny Tempo 40	GBP Allocation 20-40% Equity	37.34	8.60	0.06	Aegon abrdn Wrap Quilter Transact Aviva Nucleus 7IM abrdn Elevate
Progeny Tempo 50	GBP Allocation 40-60% Equity	42.24	9.67	0.06	Aegon abrdn Wrap Quilter Transact Aviva Nucleus 7IM abrdn Elevate
Progeny Tempo 60	GBP Allocation 40-60% Equity	47.36	10.70	0.06	Aegon abrdn Wrap Quilter Transact Aviva Nucleus 7IM abrdn Elevate
Progeny Tempo 70	GBP Allocation 60-80% Equity	51.89	11.70	0.06	Aegon abrdn Wrap Quilter Transact Aviva Nucleus 7IM abrdn Elevate
Progeny Tempo 80	GBP Allocation 60-80% Equity	57.77	12.66	0.06	Aegon abrdn Wrap Quilter Transact Aviva Nucleus 7IM abrdn Elevate
Quilter WealthSelect Active Managed 10	Global Large-Cap Blend Equity	63.02	13.96	0.15	Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre M&G Wealth Parmenion Morningstar Wealth
Quilter WealthSelect Active Managed 3	GBP Allocation 20-40% Equity	21.74	7.71	0.15	Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre M&G Wealth Parmenion Morningstar Wealth
Quilter WealthSelect Active Managed 4	GBP Allocation 20-40% Equity	27.63	8.86	0.15	Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre M&G Wealth Parmenion Morningstar Wealth
Quilter WealthSelect Active Managed 5	GBP Allocation 40-60% Equity	33.92	10.00	0.15	Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre M&G Wealth Parmenion Morningstar Wealth
Quilter WealthSelect Active Managed 6	GBP Allocation 40-60% Equity	40.23	11.06	0.15	Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre M&G Wealth Parmenion Morningstar Wealth
Quilter WealthSelect Active Managed 7	GBP Allocation 60-80% Equity	46.51	12.13	0.15	Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre M&G Wealth Parmenion Morningstar Wealth
Quilter WealthSelect Active Managed 8	GBP Allocation 60-80% Equity	53.56	13.25	0.15	Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre M&G Wealth Parmenion Morningstar Wealth
Quilter WealthSelect Active Managed 9	GBP Allocation 80%+ Equity	58.59	13.69	0.15	Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre M&G Wealth Parmenion Morningstar Wealth
Quilter WealthSelect Blend Managed 10	Global Large-Cap Blend Equity	66.89	15.93	0.15	Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre M&G Wealth Parmenion Morningstar Wealth
Quilter WealthSelect Blend Managed 3	GBP Allocation 20-40% Equity	22.04	7.99	0.15	Quilter Transact 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.

Equally if you are a Management firm and would like to list your products, email us at mpdbonboarding@morningstar.com

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