Morningstar - Managed portfolio tool

Investment provider Strategy Morningstar category Platform availability Max. Discretionary Management Fee

Morningstar Portfolio Risk Score™ Morningstar Sustainability Rating™

Overview Performance Fees Portfolio Risk Sustainability Product involvement


Binary - ESG Blend Growth	0.15	0	0	0	0.02
Binary - Ethical Adventurous	0	0	0	0	0
Binary - Ethical Balanced	0	0	0.15	0	0
Binary - Ethical Cautious	0	0	0.23	0	0
Binary - Ethical Defensive	0	0	0.32	0	0
Binary - Ethical Growth	0	0	0	0	0
Binary - Evidence 100	0.44	0.69	0.43	0.19	0.13
Binary - Evidence 20
Binary - Evidence 40
Binary - Evidence 60
Binary - Evidence 80
Binary - Islamic Adventurous	0	0.13	0.54	0	0
Binary - Islamic Balanced	0	0.11	0.58	0	0
Binary - Islamic Cautious	0	0.08	0.67	0	0
Binary - Islamic Defensive	0	0.05	0.74	0	0
Binary - Islamic Growth	0	0.12	0.57	0	0
Binary - Passive Adventurous	0.71	2.14	0.97	1.08	0.21
Binary - Passive Balanced	0.74	1.49	1.04	0.80	0.17
Binary - Passive Cautious	0.78	1.21	1.05	0.72	0.15
Binary - Passive Defensive	0.83	0.92	1.10	0.65	0.13

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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