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: 31/01/2025

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
7IM Active Adventurous	GBP Allocation 80%+ Equity	59.50	4.85	0.25	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva 7IM Novia Financial Benchmark
7IM Active Adventurous Plus	Global Large-Cap Blend Equity	64.11	4.61	0.25	7IM
7IM Active Balanced	GBP Allocation 40-60% Equity	44.91	3.84	0.25	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva 7IM Novia Financial Benchmark
7IM Active Cautious	GBP Allocation 0-20% Equity	26.55	0.56	0.25	abrdn Wrap Quilter Transact 7IM Novia Financial
7IM Active Moderately Adventurous	GBP Allocation 60-80% Equity	53.81	5.04	0.25	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva 7IM Novia Financial Benchmark
7IM Active Moderately Cautious	GBP Allocation 20-40% Equity	35.96	1.96	0.25	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva 7IM Novia Financial Benchmark
7IM Blended Adventurous	GBP Allocation 80%+ Equity	55.71	6.13	0.25	Aegon abrdn Wrap Quilter Transact James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Aegon ARC Benchmark
7IM Blended Adventurous Plus	GBP Allocation 80%+ Equity	59.63		0.25	7IM
7IM Blended Balanced	GBP Allocation 40-60% Equity	41.07	4.17	0.25	Aegon abrdn Wrap Quilter Transact James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Aegon ARC Benchmark
7IM Blended Cautious	GBP Allocation 0-20% Equity	23.04	0.65	0.25	Aegon abrdn Wrap Quilter Transact James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Aegon ARC Benchmark
7IM Blended Income	GBP Allocation 40-60% Equity	40.88	3.30	0.25	Aegon abrdn Wrap Transact Aviva M&G Wealth Nucleus 7IM Novia Financial Morningstar Wealth Aegon ARC Benchmark
7IM Blended Moderately Adventurous	GBP Allocation 60-80% Equity	49.45	5.91	0.25	Aegon abrdn Wrap Quilter Transact James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Aegon ARC Benchmark
7IM Blended Moderately Cautious	GBP Allocation 20-40% Equity	31.20	2.29	0.25	Aegon abrdn Wrap Quilter Transact James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Aegon ARC Benchmark
7IM Passive Adventurous	GBP Allocation 80%+ Equity	59.76	8.37	0.15	abrdn Wrap Quilter Transact Aviva Nucleus Advance by Embark 7IM Novia Financial Benchmark
7IM Passive Adventurous Plus	Global Large-Cap Blend Equity	62.62	8.76	0.15	abrdn Wrap Quilter Transact Aviva Nucleus Advance by Embark 7IM Novia Financial Benchmark
7IM Passive Balanced	GBP Allocation 40-60% Equity	41.79	5.04	0.15	abrdn Wrap Quilter Transact Aviva Nucleus Advance by Embark 7IM Novia Financial Aegon ARC Benchmark
7IM Passive Cautious	GBP Allocation 0-20% Equity	24.19	0.64	0.15	abrdn Wrap Quilter Transact Aviva Nucleus Advance by Embark 7IM Novia Financial Benchmark
7IM Passive Moderately Adventurous	GBP Allocation 60-80% Equity	51.12	6.88	0.15	abrdn Wrap Quilter Transact Aviva Nucleus Advance by Embark 7IM Novia Financial Benchmark
7IM Passive Moderately Cautious	GBP Allocation 20-40% Equity	33.29	2.45	0.15	abrdn Wrap Quilter Transact Aviva Nucleus Advance by Embark 7IM Novia Financial Benchmark
7IM Responsible Choice Adv Plus	GBP Allocation 80%+ Equity	62.44		0.30	7IM

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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