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: 31/03/2025

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
Parmenion Income RG4	GBP Allocation 20-40% Equity	32.91	1.45	0.24	Parmenion
Parmenion Income RG5	GBP Allocation 40-60% Equity	37.85	1.92	0.24	Parmenion
Parmenion Income RG6	GBP Allocation 40-60% Equity	42.90	2.59	0.24	Parmenion
Parmenion Income RG7	GBP Allocation 60-80% Equity	46.58	3.07	0.24	Parmenion
Parmenion Income RG8	GBP Allocation 60-80% Equity	51.48	3.67	0.24	Parmenion
Parmenion Income RG9	GBP Allocation 60-80% Equity	56.13	3.99	0.24	Parmenion
Parmenion Passive ESG Growth RG1	GBP Allocation 0-20% Equity	15.99		0.12	Parmenion
Parmenion Passive ESG Growth RG10	Global Large-Cap Blend Equity			0.12	Parmenion
Parmenion Passive ESG Growth RG2	GBP Allocation 20-40% Equity	21.25		0.12	Parmenion
Parmenion Passive ESG Growth RG3	GBP Allocation 20-40% Equity	25.41		0.12	Parmenion
Parmenion Passive ESG Growth RG4	GBP Allocation 40-60% Equity	35.29		0.12	Parmenion
Parmenion Passive ESG Growth RG5	GBP Allocation 60-80% Equity	46.08		0.12	Parmenion
Parmenion Passive ESG Growth RG6	GBP Allocation 60-80% Equity	50.49		0.12	Parmenion
Parmenion Passive ESG Growth RG7	GBP Allocation 80%+ Equity	62.15		0.12	Parmenion
Parmenion Passive ESG Growth RG8	GBP Allocation 80%+ Equity	65.58		0.12	Parmenion
Parmenion Passive ESG Growth RG9	GBP Allocation 80%+ Equity	69.04		0.12	Parmenion
Parmenion Passive Growth RG1	GBP Allocation 0-20% Equity	8.78	1.85	0.12	Parmenion
Parmenion Passive Growth RG10	Global Large-Cap Blend Equity	67.39	4.88	0.12	Parmenion
Parmenion Passive Growth RG2	GBP Allocation 0-20% Equity	17.30	1.06	0.12	Parmenion
Parmenion Passive Growth RG3	GBP Allocation 20-40% Equity	24.25	1.64	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.