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: 29/02/2024

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
Binary Capital - Islamic Balanced	GBP Allocation 40-60% Equity	41.22	7.63	0.35	Transact
Binary Capital - Islamic Cautious	GBP Allocation 20-40% Equity	28.60	5.71	0.35	Transact
Binary Capital - Islamic Defensive	GBP Allocation 0-20% Equity	15.93	3.85	0.35	Transact
Binary Capital - Islamic Growth	GBP Allocation 60-80% Equity	54.45	8.93	0.35	Transact
Blackfinch Balanced MPS	GBP Allocation 60-80% Equity	37.29	1.63	0.35	abrdn Wrap Quilter Transact Fidelity FundsNetwork Aviva M&G Wealth Nucleus Advance by Embark 7IM True Potential Novia Financial Hubwise Aegon ARC Embark Fusion Novia Global
Blackfinch Cautious MPS	GBP Allocation 40-60% Equity	29.30	0.77	0.35	abrdn Wrap Quilter Transact Fidelity FundsNetwork Aviva M&G Wealth Nucleus Advance by Embark 7IM True Potential Novia Financial Hubwise Aegon ARC Embark Fusion Novia Global
Blackfinch Defensive MPS	GBP Allocation 20-40% Equity	22.58	-0.49	0.35	abrdn Wrap Quilter Transact Fidelity FundsNetwork Aviva M&G Wealth Nucleus Advance by Embark 7IM True Potential Novia Financial Hubwise Aegon ARC Embark Fusion Novia Global
Blackfinch Enhanced Growth MPS	GBP Allocation 80%+ Equity	53.49	1.03	0.35	abrdn Wrap Quilter Transact Fidelity FundsNetwork Aviva M&G Wealth Nucleus Advance by Embark 7IM True Potential Novia Financial Hubwise Aegon ARC Embark Fusion Novia Global
Blackfinch Growth MPS	GBP Allocation 60-80% Equity	48.17	1.44	0.35	abrdn Wrap Quilter Transact Fidelity FundsNetwork Aviva M&G Wealth Nucleus Advance by Embark 7IM True Potential Novia Financial Hubwise Aegon ARC Embark Fusion Novia Global
BM MPS High Risk (Growth)	GBP Allocation 80%+ Equity	62.29	3.36	0.25	Aegon abrdn Wrap Quilter Transact Fidelity FundsNetwork AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Parmenion Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Embark Fusion
BM MPS High Risk (Passive)	GBP Allocation 80%+ Equity	60.76		0.25	Aegon abrdn Wrap Quilter Transact Fidelity FundsNetwork AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Parmenion Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Embark Fusion
BM MPS Low Risk (Defensive Income)	GBP Allocation 20-40% Equity	17.50	0.52	0.25	Aegon abrdn Wrap Quilter Transact Fidelity FundsNetwork AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Parmenion Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Embark Fusion
BM MPS Low Risk (Passive)	GBP Allocation 20-40% Equity	15.33		0.25	Aegon abrdn Wrap Quilter Transact Fidelity FundsNetwork AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Parmenion Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Embark Fusion
BM MPS Low to Medium Risk (Inc & Grwth)	GBP Allocation 40-60% Equity	29.55	2.27	0.25	Aegon abrdn Wrap Quilter Transact Fidelity FundsNetwork AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Parmenion Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Embark Fusion
BM MPS Low to Medium Risk (Income)	GBP Allocation 40-60% Equity	30.96	2.88	0.25	Aegon abrdn Wrap Quilter Transact Fidelity FundsNetwork AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Parmenion Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Embark Fusion
BM MPS Low to Medium Risk (Passive)	GBP Allocation 40-60% Equity	27.41	2.65	0.25	Aegon abrdn Wrap Quilter Transact Fidelity FundsNetwork AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Parmenion Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Embark Fusion
BM MPS Medium Risk (Income & Growth)	GBP Allocation 60-80% Equity	45.20	3.41	0.25	Aegon abrdn Wrap Quilter Transact Fidelity FundsNetwork AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Parmenion Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Embark Fusion
BM MPS Medium Risk (Income)	GBP Allocation 60-80% Equity	46.86	5.23	0.25	Aegon abrdn Wrap Quilter Transact Fidelity FundsNetwork AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Parmenion Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Embark Fusion
BM MPS Medium Risk (Passive)	GBP Allocation 60-80% Equity	42.50	5.15	0.25	Aegon abrdn Wrap Quilter Transact Fidelity FundsNetwork AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Parmenion Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Embark Fusion
BM MPS Medium to High Risk (Growth)	GBP Allocation 80%+ Equity	56.58	3.84	0.25	Aegon abrdn Wrap Quilter Transact Fidelity FundsNetwork AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Parmenion Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Embark Fusion

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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