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: 31/01/2026

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
Pacific Conservative Efficient Passive	GBP Allocation 40-60% Equity	36.19	8.13	0.15	Quilter Aviva
Pacific Conservative Global	GBP Allocation 40-60% Equity	33.42	7.68	0.00	Transact
Pacific Defensive	GBP Allocation 0-20% Equity	24.70	5.13	0.00	Quilter Transact Aviva M&G Wealth 7IM Novia Financial Parmenion Morningstar Wealth Hubwise abrdn Elevate Fundment
Pacific Defensive Efficient Passive	GBP Allocation 20-40% Equity	28.62	5.62	0.15	Quilter Aviva
Pacific Defensive Global	GBP Allocation 20-40% Equity	24.95	5.20	0.00	Transact
Pacific Defensive Income	GBP Allocation 20-40% Equity	25.45	6.13	0.25	Aviva M&G Wealth Advance by Embark abrdn Elevate SEI Wealth
Pacific Sustainable Adventurous	GBP Allocation 60-80% Equity	56.96	7.79	0.00	Novia Financial Hubwise
Pacific Sustainable Balanced	GBP Allocation 40-60% Equity	45.53	6.97	0.00	Hubwise
Pacific Sustainable Conservative	GBP Allocation 40-60% Equity	39.33	6.50	0.00	Hubwise Benchmark
Parmenion Active Growth RG1	GBP Allocation 0-20% Equity	8.30	3.92	0.24	Parmenion
Parmenion Active Growth RG10	Global Large-Cap Blend Equity	65.09	8.12	0.24	Parmenion
Parmenion Active Growth RG2	GBP Allocation 0-20% Equity	17.40	4.30	0.24	Parmenion
Parmenion Active Growth RG3	GBP Allocation 20-40% Equity	24.01	5.00	0.24	Parmenion
Parmenion Active Growth RG4	GBP Allocation 40-60% Equity	30.33	5.72	0.24	Parmenion
Parmenion Active Growth RG5	GBP Allocation 40-60% Equity	36.10	6.12	0.24	Parmenion
Parmenion Active Growth RG6	GBP Allocation 60-80% Equity	41.73	6.68	0.24	Parmenion
Parmenion Active Growth RG7	GBP Allocation 60-80% Equity	46.54	6.97	0.24	Parmenion
Parmenion Active Growth RG8	GBP Allocation 80%+ Equity	52.69	7.33	0.24	Parmenion
Parmenion Active Growth RG9	GBP Allocation 80%+ Equity	59.08	7.72	0.24	Parmenion
Parmenion Blended Growth RG1	GBP Allocation 0-20% Equity	8.69	4.06	0.24	Parmenion

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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