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: 28/02/2025

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
Avellemy Active 4	GBP Allocation 40-60% Equity	36.03	3.29	0.36	abrdn Wrap Quilter Fidelity Adviser Solutions Nucleus Advance by Embark Novia Financial Parmenion Aegon ARC
Avellemy Active 5	GBP Allocation 60-80% Equity	43.73	5.15	0.36	abrdn Wrap Quilter Fidelity Adviser Solutions Nucleus Advance by Embark Novia Financial Parmenion Aegon ARC
Avellemy Active 6	GBP Allocation 60-80% Equity	50.70	5.61	0.36	abrdn Wrap Quilter Fidelity Adviser Solutions Nucleus Advance by Embark Novia Financial Parmenion Aegon ARC
Avellemy Active 7	GBP Allocation 80%+ Equity	57.92	6.23	0.36	abrdn Wrap Quilter Fidelity Adviser Solutions Nucleus Advance by Embark Novia Financial Parmenion Aegon ARC
Avellemy Active 8	GBP Allocation 80%+ Equity	64.12	3.83	0.36	abrdn Wrap Quilter Fidelity Adviser Solutions Nucleus Advance by Embark Novia Financial Parmenion Aegon ARC
Avellemy Income 3	GBP Allocation 20-40% Equity	25.60	2.02	0.36	abrdn Wrap Quilter Fidelity Adviser Solutions Nucleus Advance by Embark Novia Financial Parmenion Aegon ARC
Avellemy Income 4	GBP Allocation 40-60% Equity	33.89	3.64	0.36	abrdn Wrap Quilter Fidelity Adviser Solutions Nucleus Advance by Embark Novia Financial Parmenion Aegon ARC
Avellemy Income 5	GBP Allocation 60-80% Equity	42.73	5.41	0.36	abrdn Wrap Quilter Fidelity Adviser Solutions Nucleus Advance by Embark Novia Financial Parmenion Aegon ARC
Avellemy Income 6	GBP Allocation 60-80% Equity	50.37	5.94	0.36	abrdn Wrap Quilter Fidelity Adviser Solutions Nucleus Advance by Embark Novia Financial Parmenion Aegon ARC
Avellemy Income 7	GBP Allocation 80%+ Equity	58.39	6.77	0.36	abrdn Wrap Quilter Fidelity Adviser Solutions Nucleus Advance by Embark Novia Financial Parmenion Aegon ARC
Avellemy Income 8	GBP Allocation 80%+ Equity	65.31	4.63	0.36	abrdn Wrap Quilter Fidelity Adviser Solutions Nucleus Advance by Embark Novia Financial Parmenion Aegon ARC
Avellemy Passive 3	GBP Allocation 20-40% Equity	23.99	0.96	0.30	abrdn Wrap Quilter Fidelity Adviser Solutions Nucleus Advance by Embark Novia Financial Parmenion Aegon ARC
Avellemy Passive 4	GBP Allocation 40-60% Equity	34.42	2.89	0.30	abrdn Wrap Quilter Fidelity Adviser Solutions Nucleus Advance by Embark Novia Financial Parmenion Aegon ARC
Avellemy Passive 5	GBP Allocation 60-80% Equity	43.82	5.44	0.30	abrdn Wrap Quilter Fidelity Adviser Solutions Nucleus Advance by Embark Novia Financial Parmenion Aegon ARC
Avellemy Passive 6	GBP Allocation 60-80% Equity	53.50	6.59	0.30	abrdn Wrap Quilter Fidelity Adviser Solutions Nucleus Advance by Embark Novia Financial Parmenion Aegon ARC
Avellemy Passive 7	GBP Allocation 80%+ Equity	63.01	7.77	0.30	abrdn Wrap Quilter Fidelity Adviser Solutions Nucleus Advance by Embark Novia Financial Parmenion Aegon ARC
Avellemy Passive 8	GBP Allocation 80%+ Equity	74.43	6.12	0.30	abrdn Wrap Quilter Fidelity Adviser Solutions Nucleus Advance by Embark Novia Financial Parmenion Aegon ARC
BCM Capped 0	Global Diversified Bond			0.25	Quilter Transact Fidelity Adviser Solutions M&G Wealth Nucleus 7IM Morningstar Wealth Fundment
BCM Capped 100	Global Large-Cap Blend Equity			0.25	Quilter Transact Fidelity Adviser Solutions M&G Wealth Nucleus 7IM Morningstar Wealth Fundment
BCM Capped 30	GBP Allocation 20-40% Equity	22.89		0.25	Quilter Transact Fidelity Adviser Solutions 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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