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 %
7IM Active Adventurous	56.61	GBP Allocation 80%+ Equity	9.31
7IM Active Adventurous Plus	102.14	Global Large-Cap Blend Equity	10.12
7IM Active Balanced	35.12	GBP Allocation 40-60% Equity	7.58
7IM Active Cautious	19.47	GBP Allocation 0-20% Equity	6.01
7IM Active Moderately Adventurous	46.80	GBP Allocation 60-80% Equity	8.36
7IM Active Moderately Cautious	24.32	GBP Allocation 20-40% Equity	6.77
7IM Blended Adventurous	56.08	GBP Allocation 80%+ Equity	8.61
7IM Blended Adventurous Plus	60.87	GBP Allocation 80%+ Equity
7IM Blended Balanced	35.12	GBP Allocation 40-60% Equity	6.74
7IM Blended Cautious	19.44	GBP Allocation 0-20% Equity	5.32
7IM Blended Income	33.79	GBP Allocation 40-60% Equity	7.19
7IM Blended Moderately Adventurous	46.42	GBP Allocation 60-80% Equity	7.59
7IM Blended Moderately Cautious	24.23	GBP Allocation 20-40% Equity	5.94
7IM Passive Adventurous	61.67	GBP Allocation 80%+ Equity	9.2
7IM Passive Adventurous Plus	94.83	Global Large-Cap Blend Equity	9.4
7IM Passive Balanced	40.11	GBP Allocation 40-60% Equity	7.9
7IM Passive Cautious	19.72	GBP Allocation 0-20% Equity
7IM Passive Moderately Adventurous	51.29	GBP Allocation 60-80% Equity	8.46
7IM Passive Moderately Cautious	26.41	GBP Allocation 20-40% Equity	7.36
7IM Responsible Choice Adv Plus	62.57	GBP Allocation 80%+ Equity

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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