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: 28/02/2026

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
Parmenion Active Growth RG10	Global Large-Cap Blend Equity	62.08	11.10	0.24	Parmenion
Parmenion Active Growth RG2	GBP Allocation 0-20% Equity	18.43	5.63	0.24	Parmenion
Parmenion Active Growth RG3	GBP Allocation 20-40% Equity	24.29	6.46	0.24	Parmenion
Parmenion Active Growth RG4	GBP Allocation 40-60% Equity	30.63	7.29	0.24	Parmenion
Parmenion Active Growth RG5	GBP Allocation 40-60% Equity	35.66	7.99	0.24	Parmenion
Parmenion Active Growth RG6	GBP Allocation 60-80% Equity	40.91	8.75	0.24	Parmenion
Parmenion Active Growth RG7	GBP Allocation 60-80% Equity	45.11	9.23	0.24	Parmenion
Parmenion Active Growth RG8	GBP Allocation 80%+ Equity	50.67	9.83	0.24	Parmenion
Parmenion Active Growth RG9	GBP Allocation 80%+ Equity	56.27	10.49	0.24	Parmenion
Parmenion Blended Growth RG1	GBP Allocation 0-20% Equity	8.55	4.54	0.24	Parmenion
Parmenion Blended Growth RG10	Global Large-Cap Blend Equity	65.61	13.97	0.24	Parmenion
Parmenion Blended Growth RG2	GBP Allocation 0-20% Equity	18.45	6.15	0.24	Parmenion
Parmenion Blended Growth RG3	GBP Allocation 20-40% Equity	24.69	7.45	0.24	Parmenion
Parmenion Blended Growth RG4	GBP Allocation 40-60% Equity	31.30	8.72	0.24	Parmenion
Parmenion Blended Growth RG5	GBP Allocation 40-60% Equity	36.99	9.62	0.24	Parmenion
Parmenion Blended Growth RG6	GBP Allocation 60-80% Equity	42.74	10.69	0.24	Parmenion
Parmenion Blended Growth RG7	GBP Allocation 60-80% Equity	47.33	11.33	0.24	Parmenion
Parmenion Blended Growth RG8	GBP Allocation 80%+ Equity	53.48	12.14	0.24	Parmenion
Parmenion Blended Growth RG9	GBP Allocation 80%+ Equity	59.68	13.08	0.24	Parmenion
Parmenion Ethical Growth RG1	GBP Allocation 0-20% Equity	11.01	4.24	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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