Morningstar - Managed portfolio tool

Investment provider Strategy Morningstar category Platform availability Max. Discretionary Management Fee Morningstar Portfolio Risk Score™ Morningstar Sustainability Rating™

Holdings based return calculated up-to: 29/02/2024

Overview Performance Fees Portfolio Risk Sustainability Product involvement


7IM Active Adventurous	0.29	5.22	3.07	3.20	6.28
7IM Active Adventurous Plus	-0.03	4.91	2.82	2.33
7IM Active Balanced	0.12	5.47	4.55	2.33	4.49
7IM Active Cautious	-0.88	3.85	3.18	-0.72	1.52
7IM Active Moderately Adventurous	0.75	5.73	4.34	3.24	5.98
7IM Active Moderately Cautious	-0.47	4.61	3.93	0.59	2.73
7IM Blended Adventurous	0.51	5.47	4.35	5.10	5.91	6.44
7IM Blended Adventurous Plus	0.29	5.44	4.31
7IM Blended Balanced	0.09	5.10	4.55	2.79	4.34	4.92
7IM Blended Cautious	-0.92	3.58	2.96	-0.59	1.57	2.96
7IM Blended Income	-0.07	4.55	3.45	2.52	3.24	4.30
7IM Blended Moderately Adventurous	0.88	5.66	4.96	4.52	5.57	5.96
7IM Blended Moderately Cautious	-0.58	4.33	3.85	0.95	2.90	3.82
7IM Passive Adventurous	2.64	8.19	10.55	7.00
7IM Passive Adventurous Plus	2.73	8.25	10.43	7.35
7IM Passive Balanced	1.12	6.47	8.54	3.41
7IM Passive Cautious	-0.51	4.47	5.81
7IM Passive Moderately Adventurous	2.06	7.45	9.83	5.53
7IM Passive Moderately Cautious	0.09	5.17	7.02	0.64
7IM Responsible Choice Adv Plus	0.62

Calculation Basis GBP, Net of DFM & Underlying Asset Management Fees
The performance data illustrated is of a representative portfolio, not a platform or investor specific returns.

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