Morningstar logo
ASPIM Growth Equity -2.19 2.29 17.47 10.63 6.89
ASPIM Growth Unconstrained -2.27 2.11 16.99 10.37 6.15
ASPIM Index 10 -1.48 3.21 19.60 12.11 8.20
ASPIM Index 2 -0.62 1.48 8.01 5.73 2.38 3.14
ASPIM Index 3 -0.33 1.93 8.98 6.69 3.07
ASPIM Index 4 -0.73 1.99 10.40 7.70 4.03 4.70
ASPIM Index 5 -0.71 2.32 11.77 8.70 5.11 5.72
ASPIM Index 6 -0.49 2.85 13.29 9.45 5.66
ASPIM Index 7 -1.07 2.65 15.27 10.65 7.06 7.98
ASPIM Index 8 -1.14 3.01 16.76 11.67 7.88 9.10
ASPIM Index 9 -1.44 3.20 18.66 12.01 8.15
BCM Capped 0 -0.17 0.91 1.60 2.46
BCM Capped 100 -0.38 3.83 15.49 11.16
BCM Capped 30 -0.25 1.94 6.02 5.03
BCM Capped 45 -0.3 2.41 8.17 6.34
BCM Capped 60 -0.28 2.94 10.45 7.71
BCM Capped 75 -0.35 3.29 12.45 9.03
BCM Capped 80 -0.35 3.40 13.06 9.47
BCM Capped 90 -0.37 3.64 14.45 10.44
BCM Core 0 0.13 1.60 3.09 2.96 -0.34

Calculation Basis GBP, Net of DFM & Underlying Asset Management Fees
The performance data illustrated is of a representative portfolio, not a platform or investor specific returns.

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.

Morningstar logo

©Copyright 2022 Morningstar, Inc. All rights reserved.