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 60	38.48	GBP Allocation 40-60% Equity	6.61
BCM Core 75	50.38	GBP Allocation 60-80% Equity	7.71
BCM Core 80	52.72	GBP Allocation 60-80% Equity	7.94
BCM Core 90	59.63	GBP Allocation 80%+ Equity	8.58
Binary - Active Adventurous	62.65	GBP Allocation 80%+ Equity	9.92
Binary - Active Balanced	40.55	GBP Allocation 40-60% Equity	7.01
Binary - Active Cautious	27.52	GBP Allocation 20-40% Equity	5.2
Binary - Active Defensive	10.40	GBP Allocation 0-20% Equity	3.67
Binary - Active Growth	58.68	GBP Allocation 60-80% Equity	8.74
Binary - Core Adventurous	62.84	GBP Allocation 80%+ Equity
Binary - Core Balanced	33.83	GBP Allocation 40-60% Equity
Binary - Core Cautious	25.02	GBP Allocation 20-40% Equity
Binary - Core Defensive	9.15	GBP Allocation 0-20% Equity
Binary - Core Growth	56.00	GBP Allocation 60-80% Equity
Binary - Defined Returns Balanced	30.77	GBP Allocation 40-60% Equity	5.75
Binary - Defined Returns Growth	40.87	GBP Allocation 60-80% Equity	7.19
Binary - ESG Blend Adventurous	73.13	GBP Allocation 80%+ Equity	11.62
Binary - ESG Blend Balanced	44.73	GBP Allocation 40-60% Equity	8.27
Binary - ESG Blend Cautious	30.58	GBP Allocation 20-40% Equity	6.22
Binary - ESG Blend Defensive	21.87	GBP Allocation 0-20% Equity	4.56

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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