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: 29/02/2024

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
Avellemy Passive 3	GBP Allocation 20-40% Equity	19.07	0.01	0.30	abrdn Wrap Quilter Fidelity FundsNetwork Nucleus Advance by Embark Novia Financial Parmenion Aegon ARC
Avellemy Passive 4	GBP Allocation 40-60% Equity	30.39	2.23	0.30	abrdn Wrap Quilter Fidelity FundsNetwork Nucleus Advance by Embark Novia Financial Parmenion Aegon ARC
Avellemy Passive 5	GBP Allocation 60-80% Equity	44.18	4.57	0.30	abrdn Wrap Quilter Fidelity FundsNetwork Nucleus Advance by Embark Novia Financial Parmenion Aegon ARC
Avellemy Passive 6	GBP Allocation 60-80% Equity	52.76	5.17	0.30	abrdn Wrap Quilter Fidelity FundsNetwork Nucleus Advance by Embark Novia Financial Parmenion Aegon ARC
Avellemy Passive 7	GBP Allocation 80%+ Equity	63.38	6.26	0.30	abrdn Wrap Quilter Fidelity FundsNetwork Nucleus Advance by Embark Novia Financial Parmenion Aegon ARC
Avellemy Passive 8	GBP Allocation 80%+ Equity	61.67	3.07	0.30	abrdn Wrap Quilter Fidelity FundsNetwork Nucleus Advance by Embark Novia Financial Parmenion Aegon ARC
BCM Capped 0	Global Bond			0.25	Quilter Transact Fidelity FundsNetwork M&G Wealth Nucleus 7IM Morningstar Wealth Fundment
BCM Capped 100	Global Large-Cap Blend Equity			0.25	Quilter Transact Fidelity FundsNetwork M&G Wealth Nucleus 7IM Morningstar Wealth Fundment
BCM Capped 30	GBP Allocation 20-40% Equity	22.47		0.25	Quilter Transact Fidelity FundsNetwork M&G Wealth Nucleus 7IM Morningstar Wealth Fundment
BCM Capped 45	GBP Allocation 40-60% Equity	31.32		0.25	Quilter Transact Fidelity FundsNetwork M&G Wealth Nucleus 7IM Morningstar Wealth Fundment
BCM Capped 60	GBP Allocation 40-60% Equity	41.19		0.25	Quilter Transact Fidelity FundsNetwork M&G Wealth Nucleus 7IM Morningstar Wealth Fundment
BCM Capped 75	GBP Allocation 60-80% Equity	51.89		0.25	Quilter Transact Fidelity FundsNetwork M&G Wealth Nucleus 7IM Morningstar Wealth Fundment
BCM Capped 80	GBP Allocation 60-80% Equity	55.45		0.25	Quilter Transact Fidelity FundsNetwork M&G Wealth Nucleus 7IM Morningstar Wealth Fundment
BCM Capped 90	GBP Allocation 80%+ Equity	62.77		0.25	Quilter Transact Fidelity FundsNetwork M&G Wealth Nucleus 7IM Morningstar Wealth Fundment
BCM Core 0	Global Bond		-2.82	0.25	Quilter Transact Fidelity FundsNetwork M&G Wealth Nucleus 7IM Morningstar Wealth Fundment
BCM Core 100	Global Large-Cap Blend Equity		5.49	0.25	Quilter Transact Fidelity FundsNetwork M&G Wealth Nucleus 7IM Morningstar Wealth Fundment
BCM Core 30	GBP Allocation 20-40% Equity	22.41	-0.44	0.25	Quilter Transact Fidelity FundsNetwork M&G Wealth Nucleus 7IM Morningstar Wealth Fundment
BCM Core 45	GBP Allocation 40-60% Equity	31.17	0.77	0.25	Quilter Transact Fidelity FundsNetwork M&G Wealth Nucleus 7IM Morningstar Wealth Fundment
BCM Core 60	GBP Allocation 40-60% Equity	40.85	2.05	0.25	Quilter Transact Fidelity FundsNetwork M&G Wealth Nucleus 7IM Morningstar Wealth Fundment
BCM Core 75	GBP Allocation 60-80% Equity	51.44	3.33	0.25	Quilter Transact Fidelity FundsNetwork M&G Wealth Nucleus 7IM Morningstar Wealth Fundment

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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