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

		Morningstar Category	3yr Std Dev %
BCM Core 0	17.80	Global Diversified Bond	3.58
BCM Core 100	65.83	Global Large-Cap Blend Equity	10.74
BCM Core 30	29.54	GBP Allocation 20-40% Equity	5.55
BCM Core 45	37.18	GBP Allocation 40-60% Equity	6.69
BCM Core 60	44.97	GBP Allocation 40-60% Equity	7.82
BCM Core 75	53.17	GBP Allocation 60-80% Equity	9.01
BCM Core 80	55.80	GBP Allocation 60-80% Equity	9.36
BCM Core 90	61.31	GBP Allocation 80%+ Equity	10.13
Binary - Active Adventurous	83.71	GBP Allocation 80%+ Equity	10.51
Binary - Active Balanced	59.46	GBP Allocation 40-60% Equity	8.08
Binary - Active Cautious	41.37	GBP Allocation 20-40% Equity	6.72
Binary - Active Defensive	25.57	GBP Allocation 0-20% Equity	5.89
Binary - Active Growth	73.92	GBP Allocation 60-80% Equity	9.45
Binary - Core Adventurous	59.36	GBP Allocation 80%+ Equity
Binary - Core Balanced	37.78	GBP Allocation 40-60% Equity
Binary - Core Cautious	24.67	GBP Allocation 20-40% Equity
Binary - Core Defensive	12.76	GBP Allocation 0-20% Equity
Binary - Core Growth	51.61	GBP Allocation 60-80% Equity
Binary - Defined Returns Balanced	35.55	GBP Allocation 40-60% Equity
Binary - Defined Returns Growth	47.49	GBP Allocation 60-80% Equity

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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