Morningstar - Managed portfolio tool

Investment provider Strategy Morningstar category Platform availability Max. Discretionary Management Fee

Morningstar Portfolio Risk Score™ Morningstar Sustainability Rating™

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Latest Portfolio Transaction Date
BCM Capped 45	09/12/2024	23	44.57	47.21	7.53	0.69
BCM Capped 60	09/12/2024	23	58.97	35.21	5.18	0.64
BCM Capped 75	09/12/2024	22	74.05	22.54	2.82	0.59
BCM Capped 80	09/12/2024	22	78.63	17.65	3.15	0.57
BCM Capped 90	09/12/2024	22	88.51	7.88	3.10	0.51
BCM Core 0	09/12/2024	9	0.19	78.91	20.24	0.66
BCM Core 100	09/12/2024	19	96.69	0	3.11	0.20
BCM Core 30	09/12/2024	27	29.98	58.42	10.98	0.62
BCM Core 45	09/12/2024	27	44.74	47.22	7.49	0.55
BCM Core 60	09/12/2024	27	59.18	35.23	5.11	0.48
BCM Core 75	09/12/2024	26	74.42	22.56	2.63	0.39
BCM Core 80	09/12/2024	26	79.01	17.68	2.95	0.36
BCM Core 90	09/12/2024	26	88.94	7.91	2.88	0.27
Binary - Active Adventurous	14/01/2025	15	83.99	3.39	7.80	4.82
Binary - Active Balanced	14/01/2025	18	54.27	30.09	8.61	7.02
Binary - Active Cautious	14/01/2025	19	35.40	48.14	8.71	7.75
Binary - Active Defensive	14/01/2025	15	14.30	67.23	9.34	9.14
Binary - Active Growth	14/01/2025	16	73.26	10.41	9.40	6.93
Binary - Core Adventurous	14/01/2025	13	78.70	3.94	9.90	7.47
Binary - Core Balanced	14/01/2025	16	51.46	29.63	12.68	6.22

The Portfolio Holdings date represents the latest stated transactional positions. Providers confirm their position quarterly at a minimum, for further information please view The Morningstar Attestation & Understanding document.

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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