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

	Global Category			Portfolio Date Sustainability Rating
Avellemy Active 4	Moderate Allocation	Above Average	Average	11/12/2024
Avellemy Active 5	Aggressive Allocation	Above Average	Average	11/12/2024
Avellemy Active 6	Aggressive Allocation	Above Average	Average	11/12/2024
Avellemy Active 7	Aggressive Allocation	Above Average	Above Average	11/12/2024
Avellemy Active 8	Aggressive Allocation	Above Average	Above Average	11/12/2024
Avellemy Income 3	Cautious Allocation	Average	Above Average	11/12/2024
Avellemy Income 4	Moderate Allocation	Average	Average	11/12/2024
Avellemy Income 5	Aggressive Allocation	Above Average	Average	11/12/2024
Avellemy Income 6	Aggressive Allocation	Above Average	Above Average	11/12/2024
Avellemy Income 7	Aggressive Allocation	Above Average	Above Average	11/12/2024
Avellemy Income 8	Aggressive Allocation	Average	High	11/12/2024
Avellemy Passive 3	Cautious Allocation	Above Average	Above Average	11/12/2024
Avellemy Passive 4	Moderate Allocation	Above Average	Average	26/09/2024
Avellemy Passive 5	Aggressive Allocation	Above Average	Average	11/12/2024
Avellemy Passive 6	Aggressive Allocation	Average	Average	11/12/2024
Avellemy Passive 7	Aggressive Allocation	Average	Above Average	11/12/2024
Avellemy Passive 8	Aggressive Allocation	Average	Above Average	11/12/2024
BCM Capped 0	Global Fixed Income		Above Average	09/12/2024
BCM Capped 100	Global Equity Large Cap	Average	Average	09/12/2024
BCM Capped 30	Cautious Allocation	Above Average	Above Average	09/12/2024

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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