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 Ethical Growth RG10	Global Large-Cap Blend Equity	67.93	8.96	0.24	Parmenion
Parmenion Ethical Growth RG2	GBP Allocation 0-20% Equity	22.64	5.10	0.24	Parmenion
Parmenion Ethical Growth RG3	GBP Allocation 20-40% Equity	29.69	5.80	0.24	Parmenion
Parmenion Ethical Growth RG4	GBP Allocation 40-60% Equity	36.95	6.52	0.24	Parmenion
Parmenion Ethical Growth RG5	GBP Allocation 40-60% Equity	42.66	6.86	0.24	Parmenion
Parmenion Ethical Growth RG6	GBP Allocation 60-80% Equity	48.73	7.39	0.24	Parmenion
Parmenion Ethical Growth RG7	GBP Allocation 60-80% Equity	53.58	7.68	0.24	Parmenion
Parmenion Ethical Growth RG8	GBP Allocation 80%+ Equity	58.91	8.06	0.24	Parmenion
Parmenion Ethical Growth RG9	GBP Allocation 80%+ Equity	63.40	8.49	0.24	Parmenion
Parmenion Income RG1	GBP Allocation 0-20% Equity	13.57	3.79	0.24	Parmenion
Parmenion Income RG10	GBP Allocation 80%+ Equity	61.89	13.03	0.24	Parmenion
Parmenion Income RG2	GBP Allocation 0-20% Equity	20.48	5.21	0.24	Parmenion
Parmenion Income RG3	GBP Allocation 20-40% Equity	26.91	6.40	0.24	Parmenion
Parmenion Income RG4	GBP Allocation 20-40% Equity	32.40	7.42	0.24	Parmenion
Parmenion Income RG5	GBP Allocation 40-60% Equity	37.81	8.72	0.24	Parmenion
Parmenion Income RG6	GBP Allocation 40-60% Equity	43.48	9.86	0.24	Parmenion
Parmenion Income RG7	GBP Allocation 60-80% Equity	47.34	10.57	0.24	Parmenion
Parmenion Income RG8	GBP Allocation 60-80% Equity	52.84	11.73	0.24	Parmenion
Parmenion Income RG9	GBP Allocation 60-80% Equity	57.38	12.16	0.24	Parmenion
Parmenion Passive ESG Growth RG1	GBP Allocation 0-20% Equity	15.14	4.82	0.12	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

The following pages are intended for firms and individuals who are authorised by the Financial Conduct Authority to provide advice and investment services to UK clients. The information within this site must not be distributed or otherwise made available to retail clients, nor relied upon by retail clients.