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: 30/06/2026

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
7IM Active Adventurous	GBP Allocation 80%+ Equity	65.94	12.41	0.25	Aviva Transact Benchmark Novia Financial Fidelity Adviser Solutions 7IM abrdn Wrap Quilter
7IM Active Adventurous Plus	Global Large-Cap Blend Equity	66.91	13.42	0.25	7IM
7IM Active Balanced	GBP Allocation 40-60% Equity	41.73	10.18	0.25	Aviva Transact Benchmark Novia Financial Fidelity Adviser Solutions 7IM abrdn Wrap Quilter
7IM Active Cautious	GBP Allocation 0-20% Equity	22.62	6.49	0.25	Transact Novia Financial 7IM abrdn Wrap Quilter
7IM Active Conservative	GBP Allocation 20-40% Equity	24.31	7.29	0.25	7IM
7IM Active Dynamic	GBP Allocation 40-60% Equity	45.33	11.34	0.25	7IM
7IM Active Growth	GBP Allocation 60-80% Equity	61.19	11.81	0.25	7IM
7IM Active Moderate	GBP Allocation 20-40% Equity	32.06	8.80	0.25	7IM
7IM Active Moderately Adventurous	GBP Allocation 60-80% Equity	59.44	11.81	0.25	Aviva Transact Benchmark Novia Financial Fidelity Adviser Solutions 7IM abrdn Wrap Quilter
7IM Active Moderately Cautious	GBP Allocation 20-40% Equity	30.86	8.35	0.25	Aviva Transact Benchmark Novia Financial Fidelity Adviser Solutions 7IM abrdn Wrap Quilter
7IM Blended Adventurous	GBP Allocation 80%+ Equity	65.95	13.26	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	66.94	14.42	0.25	7IM
7IM Blended Balanced	GBP Allocation 40-60% Equity	37.65	10.39	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	20.58	6.45	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	22.75	7.34	0.25	Aviva 7IM abrdn Wrap
7IM Blended Dynamic	GBP Allocation 40-60% Equity	44.93	11.88	0.25	Aviva 7IM abrdn Wrap
7IM Blended Growth	GBP Allocation 60-80% Equity	60.68	12.60	0.25	Aviva 7IM abrdn Wrap
7IM Blended Moderate	GBP Allocation 20-40% Equity	29.48	8.99	0.25	Aviva 7IM abrdn Wrap
7IM Blended Moderately Adventurous	GBP Allocation 60-80% Equity	58.82	12.41	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	28.19	8.47	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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