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
7IM Active Adventurous	Aggressive Allocation	Average	Above Average	15/11/2023
7IM Active Adventurous Plus	Global Equity Large Cap	Below Average	Average	15/11/2023
7IM Active Balanced	Moderate Allocation	Average	Average	15/11/2023
7IM Active Cautious	Cautious Allocation	Average	Above Average	15/11/2023
7IM Active Moderately Adventurous	Aggressive Allocation	Average	Average	15/11/2023
7IM Active Moderately Cautious	Cautious Allocation	Average	Average	15/11/2023
7IM Blended Adventurous	Aggressive Allocation	Average	Above Average	15/11/2023
7IM Blended Adventurous Plus	Aggressive Allocation	Average	Above Average	15/11/2023
7IM Blended Balanced	Moderate Allocation	Average	Below Average	15/11/2023
7IM Blended Cautious	Cautious Allocation	Average	Above Average	15/11/2023
7IM Blended Income	Moderate Allocation	Below Average	Below Average	15/11/2023
7IM Blended Moderately Adventurous	Aggressive Allocation	Average	Average	15/11/2023
7IM Blended Moderately Cautious	Cautious Allocation	Average	Average	15/11/2023
7IM Passive Adventurous	Aggressive Allocation	Average	Low	15/11/2023
7IM Passive Adventurous Plus	Global Equity Large Cap	Below Average	Below Average	15/11/2023
7IM Passive Balanced	Moderate Allocation	Average	Below Average	15/11/2023
7IM Passive Cautious	Cautious Allocation	Above Average	Average	15/11/2023
7IM Passive Moderately Adventurous	Aggressive Allocation	Average	Below Average	15/11/2023
7IM Passive Moderately Cautious	Cautious Allocation	Average	Average	15/11/2023
7IM Responsible Choice Adv Plus	Aggressive Allocation	High		15/11/2023

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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