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: 30/11/2024

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
7IM Active Adventurous	GBP Allocation 80%+ Equity	59.39	3.29	0.25	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva 7IM Novia Financial Benchmark
7IM Active Adventurous Plus	Global Large-Cap Blend Equity	64.60	2.75	0.25	7IM
7IM Active Balanced	GBP Allocation 40-60% Equity	45.06	2.94	0.25	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva 7IM Novia Financial Benchmark
7IM Active Cautious	GBP Allocation 0-20% Equity	26.59	-0.01	0.25	abrdn Wrap Quilter Transact 7IM Novia Financial
7IM Active Moderately Adventurous	GBP Allocation 60-80% Equity	54.07	3.71	0.25	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva 7IM Novia Financial Benchmark
7IM Active Moderately Cautious	GBP Allocation 20-40% Equity	36.08	1.38	0.25	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva 7IM Novia Financial Benchmark
7IM Blended Adventurous	GBP Allocation 80%+ Equity	54.21	4.43	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	58.35		0.25	7IM
7IM Blended Balanced	GBP Allocation 40-60% Equity	39.97	3.14	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	22.39	0.06	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	40.65	2.91	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	48.36	4.40	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	30.39	1.54	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	58.04	6.48	0.15	abrdn Wrap Quilter Transact Aviva Nucleus Advance by Embark 7IM Novia Financial Benchmark
7IM Passive Adventurous Plus	Global Large-Cap Blend Equity	61.51	6.70	0.15	abrdn Wrap Quilter Transact Aviva Nucleus Advance by Embark 7IM Novia Financial Benchmark
7IM Passive Balanced	GBP Allocation 40-60% Equity	40.77	3.59	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	23.90	-0.52	0.15	abrdn Wrap Quilter Transact Aviva Nucleus Advance by Embark 7IM Novia Financial Benchmark
7IM Passive Moderately Adventurous	GBP Allocation 60-80% Equity	49.69	5.16	0.15	abrdn Wrap Quilter Transact Aviva Nucleus Advance by Embark 7IM Novia Financial Benchmark
7IM Passive Moderately Cautious	GBP Allocation 20-40% Equity	32.70	1.28	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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