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: 31/01/2026

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
7IM Active Adventurous	GBP Allocation 80%+ Equity	61.26	8.09	0.25	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva 7IM Novia Financial Benchmark
7IM Active Adventurous Plus	Global Large-Cap Blend Equity	66.03	8.70	0.25	7IM
7IM Active Balanced	GBP Allocation 40-60% Equity	45.47	7.23	0.25	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva 7IM Novia Financial Benchmark
7IM Active Cautious	GBP Allocation 0-20% Equity	26.60	4.72	0.25	abrdn Wrap Quilter Transact 7IM Novia Financial
7IM Active Conservative	GBP Allocation 20-40% Equity			0.25	7IM
7IM Active Dynamic	GBP Allocation 40-60% Equity			0.25	7IM
7IM Active Growth	GBP Allocation 60-80% Equity			0.25	7IM
7IM Active Moderate	GBP Allocation 20-40% Equity			0.25	7IM
7IM Active Moderately Adventurous	GBP Allocation 60-80% Equity	54.24	8.19	0.25	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva 7IM Novia Financial Benchmark
7IM Active Moderately Cautious	GBP Allocation 20-40% Equity	36.30	5.96	0.25	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva 7IM Novia Financial Benchmark
7IM Blended Adventurous	GBP Allocation 80%+ Equity	57.24	9.78	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	61.78	10.61	0.25	7IM
7IM Blended Balanced	GBP Allocation 40-60% Equity	42.02	7.85	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	23.48	4.83	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 Conservative	GBP Allocation 20-40% Equity			0.25	abrdn Wrap Aviva 7IM
7IM Blended Dynamic	GBP Allocation 40-60% Equity			0.25	abrdn Wrap Aviva 7IM
7IM Blended Growth	GBP Allocation 60-80% Equity			0.25	abrdn Wrap Aviva 7IM
7IM Blended Moderate	GBP Allocation 20-40% Equity			0.25	abrdn Wrap Aviva 7IM
7IM Blended Moderately Adventurous	GBP Allocation 60-80% Equity	50.17	9.42	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	32.03	6.29	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

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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