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: 31/07/2026

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
7IM Active Adventurous	GBP Allocation 80%+ Equity	66.45	11.55	0.25	Aviva Transact Benchmark Novia Financial Fidelity Adviser Solutions 7IM abrdn Wrap Quilter
7IM Active Adventurous Plus	Global Large-Cap Blend Equity	67.67	12.31	0.25	7IM
7IM Active Balanced	GBP Allocation 40-60% Equity	42.29	9.48	0.25	Aviva Transact Benchmark Novia Financial Fidelity Adviser Solutions 7IM abrdn Wrap Quilter
7IM Active Cautious	GBP Allocation 0-20% Equity	22.71	5.95	0.25	Transact Novia Financial 7IM abrdn Wrap Quilter
7IM Active Conservative	GBP Allocation 20-40% Equity	24.61	6.79	0.25	7IM
7IM Active Dynamic	GBP Allocation 40-60% Equity	45.56	10.56	0.25	7IM
7IM Active Growth	GBP Allocation 60-80% Equity	55.02	10.96	0.25	7IM
7IM Active Moderate	GBP Allocation 20-40% Equity	32.28	8.20	0.25	7IM
7IM Active Moderately Adventurous	GBP Allocation 60-80% Equity	51.49	11.08	0.25	Aviva Transact Benchmark Novia Financial Fidelity Adviser Solutions 7IM abrdn Wrap Quilter
7IM Active Moderately Cautious	GBP Allocation 20-40% Equity	30.88	7.75	0.25	Aviva Transact Benchmark Novia Financial Fidelity Adviser Solutions 7IM abrdn Wrap Quilter
7IM Blended Adventurous	GBP Allocation 80%+ Equity	66.87	12.53	0.25	M&G Wealth Aviva Transact James Hay Morningstar Wealth Aegon Benchmark Advance by Embark Novia Financial 7IM Aegon ARC abrdn Wrap Nucleus Quilter
7IM Blended Adventurous Plus	GBP Allocation 80%+ Equity	67.81	13.44	0.25	7IM
7IM Blended Balanced	GBP Allocation 40-60% Equity	37.75	9.78	0.25	M&G Wealth Aviva Transact James Hay Morningstar Wealth Aegon Benchmark Advance by Embark Novia Financial 7IM Aegon ARC abrdn Wrap Nucleus Quilter
7IM Blended Cautious	GBP Allocation 0-20% Equity	20.53	5.99	0.25	M&G Wealth Aviva Transact James Hay Morningstar Wealth Aegon Benchmark Advance by Embark Novia Financial 7IM Aegon ARC abrdn Wrap Nucleus Quilter
7IM Blended Conservative	GBP Allocation 20-40% Equity	22.93	6.92	0.25	Aviva 7IM abrdn Wrap
7IM Blended Dynamic	GBP Allocation 40-60% Equity	45.63	11.21	0.25	Aviva 7IM abrdn Wrap
7IM Blended Growth	GBP Allocation 60-80% Equity	55.15	11.89	0.25	Aviva 7IM abrdn Wrap
7IM Blended Moderate	GBP Allocation 20-40% Equity	29.68	8.45	0.25	Aviva 7IM abrdn Wrap
7IM Blended Moderately Adventurous	GBP Allocation 60-80% Equity	51.59	11.80	0.25	M&G Wealth Aviva Transact James Hay Morningstar Wealth Aegon Benchmark Advance by Embark Novia Financial 7IM Aegon ARC abrdn Wrap Nucleus Quilter
7IM Blended Moderately Cautious	GBP Allocation 20-40% Equity	28.20	7.93	0.25	M&G Wealth Aviva Transact James Hay Morningstar Wealth Aegon Benchmark Advance by Embark Novia Financial 7IM Aegon ARC abrdn Wrap Nucleus Quilter

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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