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: 31/10/2023

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
7IM Active Adventurous	GBP Allocation 80%+ Equity	53.83	5.04	0.25	abrdn Wrap Quilter Transact Fidelity FundsNetwork Aviva 7IM Novia Financial Fusion
7IM Active Adventurous Plus	Global Large-Cap Blend Equity	102.14	4.36	0.25	7IM
7IM Active Balanced	GBP Allocation 40-60% Equity	34.26	2.42	0.25	abrdn Wrap Quilter Transact Fidelity FundsNetwork Aviva 7IM Novia Financial Fusion
7IM Active Cautious	GBP Allocation 0-20% Equity	19.20	-1.93	0.25	abrdn Wrap Quilter Transact 7IM Novia Financial
7IM Active Moderately Adventurous	GBP Allocation 60-80% Equity	42.57	4.59	0.25	abrdn Wrap Quilter Transact Fidelity FundsNetwork Aviva 7IM Novia Financial Fusion
7IM Active Moderately Cautious	GBP Allocation 20-40% Equity	23.69	-0.16	0.25	abrdn Wrap Quilter Transact Fidelity FundsNetwork Aviva 7IM Novia Financial Fusion
7IM Blended Adventurous	GBP Allocation 80%+ Equity	54.00	6.42	0.25	Aegon abrdn Wrap Quilter Transact James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Aegon ARC Fusion
7IM Blended Adventurous Plus	GBP Allocation 80%+ Equity	58.12		0.25	7IM
7IM Blended Balanced	GBP Allocation 40-60% Equity	34.31	3.04	0.25	Aegon abrdn Wrap Quilter Transact James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Aegon ARC Fusion
7IM Blended Cautious	GBP Allocation 0-20% Equity	19.25	-1.74	0.25	Aegon abrdn Wrap Quilter Transact James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Aegon ARC Fusion
7IM Blended Income	GBP Allocation 40-60% Equity	34.52	3.16	0.25	Aegon abrdn Wrap Transact Aviva M&G Wealth Nucleus 7IM Novia Financial Morningstar Wealth Aegon ARC Fusion
7IM Blended Moderately Adventurous	GBP Allocation 60-80% Equity	45.21	5.56	0.25	Aegon abrdn Wrap Quilter Transact James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Aegon ARC Fusion
7IM Blended Moderately Cautious	GBP Allocation 20-40% Equity	23.71	0.38	0.25	Aegon abrdn Wrap Quilter Transact James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Aegon ARC Fusion
7IM Passive Adventurous	GBP Allocation 80%+ Equity	62.17	7.10	0.15	abrdn Wrap Quilter Transact Aviva Nucleus Advance by Embark 7IM Novia Financial Fusion
7IM Passive Adventurous Plus	Global Large-Cap Blend Equity	94.83	7.79	0.15	abrdn Wrap Quilter Transact Aviva Nucleus Advance by Embark 7IM Novia Financial Fusion
7IM Passive Balanced	GBP Allocation 40-60% Equity	40.38	2.43	0.15	abrdn Wrap Quilter Transact Aviva Nucleus Advance by Embark 7IM Novia Financial Aegon ARC Fusion
7IM Passive Cautious	GBP Allocation 0-20% Equity	19.77		0.15	abrdn Wrap Quilter Transact Aviva Nucleus Advance by Embark 7IM Novia Financial Fusion
7IM Passive Moderately Adventurous	GBP Allocation 60-80% Equity	51.70	5.23	0.15	abrdn Wrap Quilter Transact Aviva Nucleus Advance by Embark 7IM Novia Financial Fusion
7IM Passive Moderately Cautious	GBP Allocation 20-40% Equity	26.52	-0.82	0.15	abrdn Wrap Quilter Transact Aviva Nucleus Advance by Embark 7IM Novia Financial Fusion
7IM Responsible Choice Adventurous	GBP Allocation 80%+ Equity	58.91		0.30	abrdn Wrap Transact Aviva M&G Wealth 7IM Novia Financial

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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