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
Parmenion Strategic Passive ESG RG4	GBP Allocation 40-60% Equity	35.29		0.12	Parmenion
Parmenion Strategic Passive ESG RG5	GBP Allocation 60-80% Equity	46.08		0.12	Parmenion
Parmenion Strategic Passive ESG RG6	GBP Allocation 60-80% Equity	50.49		0.12	Parmenion
Parmenion Strategic Passive ESG RG7	GBP Allocation 80%+ Equity	62.15		0.12	Parmenion
Parmenion Strategic Passive ESG RG8	GBP Allocation 80%+ Equity	65.58		0.12	Parmenion
Parmenion Strategic Passive ESG RG9	GBP Allocation 80%+ Equity	69.04		0.12	Parmenion
Parmenion Strategic Passive RG1	GBP Allocation 0-20% Equity	10.07	1.34	0.12	Parmenion
Parmenion Strategic Passive RG10	Global Large-Cap Blend Equity	66.79	8.40	0.12	Parmenion
Parmenion Strategic Passive RG2	GBP Allocation 0-20% Equity	17.76	1.41	0.12	Parmenion
Parmenion Strategic Passive RG3	GBP Allocation 20-40% Equity	23.66	2.52	0.12	Parmenion
Parmenion Strategic Passive RG4	GBP Allocation 40-60% Equity	30.27	3.77	0.12	Parmenion
Parmenion Strategic Passive RG5	GBP Allocation 40-60% Equity	36.42	4.37	0.12	Parmenion
Parmenion Strategic Passive RG6	GBP Allocation 60-80% Equity	42.57	5.39	0.12	Parmenion
Parmenion Strategic Passive RG7	GBP Allocation 60-80% Equity	47.81	5.92	0.12	Parmenion
Parmenion Strategic Passive RG8	GBP Allocation 80%+ Equity	54.50	6.69	0.12	Parmenion
Parmenion Strategic Passive RG9	GBP Allocation 80%+ Equity	61.22	7.56	0.12	Parmenion
Parmenion Tactical Active RG1	GBP Allocation 0-20% Equity	8.77	1.78	0.24	Parmenion
Parmenion Tactical Active RG10	Global Large-Cap Blend Equity	65.96	3.54	0.24	Parmenion
Parmenion Tactical Active RG2	GBP Allocation 0-20% Equity	18.55	1.46	0.24	Parmenion
Parmenion Tactical Active RG3	GBP Allocation 20-40% Equity	25.72	1.99	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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