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
BCM Core 60	Moderate Allocation	Average	Above Average	2025-10-13 00:00:00
BCM Core 75	Aggressive Allocation	Average	Above Average	2025-10-13 00:00:00
BCM Core 80	Aggressive Allocation	Average	Above Average	2025-10-13 00:00:00
BCM Core 90	Aggressive Allocation	Average	Above Average	2025-10-13 00:00:00
Binary - Active Adventurous	Aggressive Allocation	Average	Above Average	2026-02-16 00:00:00
Binary - Active Balanced	Moderate Allocation	Average	Average	2026-02-16 00:00:00
Binary - Active Cautious	Cautious Allocation	Average	Average	2026-02-16 00:00:00
Binary - Active Defensive	Cautious Allocation	Average	Average	2026-02-16 00:00:00
Binary - Active Growth	Aggressive Allocation	Average	Above Average	2026-02-16 00:00:00
Binary - Core Adventurous	Aggressive Allocation	Average	Above Average	2026-02-16 00:00:00
Binary - Core Balanced	Moderate Allocation	Average	Average	2026-02-16 00:00:00
Binary - Core Cautious	Cautious Allocation	Above Average	Above Average	2026-02-16 00:00:00
Binary - Core Defensive	Cautious Allocation	Above Average	Average	2026-02-16 00:00:00
Binary - Core Growth	Aggressive Allocation	Above Average	Average	2026-02-16 00:00:00
Binary - Defined Returns Balanced	Moderate Allocation	Below Average	Average	2026-02-16 00:00:00
Binary - Defined Returns Growth	Aggressive Allocation	Average	Above Average	2026-02-16 00:00:00
Binary - ESG Blend Adventurous	Aggressive Allocation	High		2026-01-13 00:00:00
Binary - ESG Blend Balanced	Moderate Allocation	High	Average	2026-01-13 00:00:00
Binary - ESG Blend Cautious	Cautious Allocation	High	Above Average	2026-01-13 00:00:00
Binary - ESG Blend Defensive	Cautious Allocation	High	Above Average	2026-01-13 00:00:00

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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