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: 30/09/2025

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
7IM Active Adventurous	GBP Allocation 80%+ Equity	61.40	9.10	0.25	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva 7IM Novia Financial Benchmark
7IM Active Adventurous Plus	Global Large-Cap Blend Equity	66.41	9.51	0.25	7IM
7IM Active Balanced	GBP Allocation 40-60% Equity	46.07	8.41	0.25	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva 7IM Novia Financial Benchmark
7IM Active Cautious	GBP Allocation 0-20% Equity	27.17	5.51	0.25	abrdn Wrap Quilter Transact 7IM Novia Financial
7IM Active Moderately Adventurous	GBP Allocation 60-80% Equity	54.63	9.33	0.25	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva 7IM Novia Financial Benchmark
7IM Active Moderately Cautious	GBP Allocation 20-40% Equity	37.09	7.01	0.25	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva 7IM Novia Financial Benchmark
7IM Blended Adventurous	GBP Allocation 80%+ Equity	57.10	9.95	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	61.16	10.54	0.25	7IM
7IM Blended Balanced	GBP Allocation 40-60% Equity	42.18	8.18	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	23.61	4.99	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	40.35	8.20	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	50.25	9.67	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	32.22	6.61	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	62.13	13.26	0.15	abrdn Wrap Quilter Transact Aviva Nucleus Advance by Embark 7IM Novia Financial Benchmark
7IM Passive Adventurous Plus	Global Large-Cap Blend Equity	64.43	13.92	0.15	abrdn Wrap Quilter Transact Aviva Nucleus Advance by Embark 7IM Novia Financial Benchmark
7IM Passive Balanced	GBP Allocation 40-60% Equity	44.36	10.66	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	25.82	7.05	0.15	abrdn Wrap Quilter Transact Aviva Nucleus Advance by Embark 7IM Novia Financial Benchmark
7IM Passive Moderately Adventurous	GBP Allocation 60-80% Equity	53.95	12.08	0.15	abrdn Wrap Quilter Transact Aviva Nucleus Advance by Embark 7IM Novia Financial Benchmark
7IM Passive Moderately Cautious	GBP Allocation 20-40% Equity	35.02	8.65	0.15	abrdn Wrap Quilter Transact Aviva Nucleus Advance by Embark 7IM Novia Financial Benchmark
7IM Responsible Choice Adv Plus	GBP Allocation 80%+ Equity	62.33		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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