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

	Latest Portfolio Transaction Date
7IM Active Adventurous	21/02/2024	22	80.41	10.17	6.79	2.64
7IM Active Adventurous Plus	21/02/2024	18	88.48	6.01	4.99	0.52
7IM Active Balanced	21/02/2024	32	51.10	34.95	10.21	3.75
7IM Active Cautious	21/02/2024	31	24.95	59.64	10.72	4.69
7IM Active Moderately Adventurous	21/02/2024	27	67.33	18.98	10.05	3.64
7IM Active Moderately Cautious	21/02/2024	32	35.57	50.14	9.91	4.39
7IM Blended Adventurous	21/02/2024	19	82.05	10.01	5.37	2.57
7IM Blended Adventurous Plus	21/02/2024	15	89.55	5.90	4.08	0.47
7IM Blended Balanced	21/02/2024	29	52.05	35.59	8.71	3.65
7IM Blended Cautious	21/02/2024	29	25.06	60.31	10.05	4.58
7IM Blended Income	21/02/2024	21	49.92	44.82	4.58	0.68
7IM Blended Moderately Adventurous	21/02/2024	26	68.50	19.73	8.16	3.62
7IM Blended Moderately Cautious	21/02/2024	31	35.98	50.67	9.17	4.18
7IM Passive Adventurous	21/02/2024	12	89.93	5.92	2.72	1.43
7IM Passive Adventurous Plus	21/02/2024	9	95.79	0.02	2.70	1.50
7IM Passive Balanced	21/02/2024	16	58.36	36.96	3.34	1.34
7IM Passive Cautious	21/02/2024	16	27.17	68.64	3.25	0.94
7IM Passive Moderately Adventurous	21/02/2024	17	75.16	20.21	3.27	1.36
7IM Passive Moderately Cautious	21/02/2024	17	38.92	56.65	3.32	1.10
7IM Responsible Choice Adv Plus	21/02/2024	16	92.50	3.31	3.40	0.78

The Portfolio Holdings date represents the latest stated transactional positions. Providers confirm their position quarterly at a minimum, for further information please view The Morningstar Attestation & Understanding document.

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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