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
BM VMPS 5 (Income & Growth)	GBP Allocation 60-80% Equity	37.90	2.86	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 Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Embark Fusion
BM VMPS 6 (Growth)	GBP Allocation 80%+ Equity	49.63	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 Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Embark Fusion
BM VMPS 7 (Growth)	GBP Allocation 80%+ Equity	52.33	3.69	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 Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Embark Fusion
Brewin Dolphin MPS Balanced	GBP Allocation 60-80% Equity	43.37	3.73	0.30	Aegon abrdn Wrap Transact Fidelity FundsNetwork AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Fusion 7IM Offshore Morningstar Wealth International
Brewin Dolphin MPS Cautious	GBP Allocation 20-40% Equity	22.13	-0.56	0.30	Aegon abrdn Wrap Transact Fidelity FundsNetwork AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Fusion 7IM Offshore Morningstar Wealth International
Brewin Dolphin MPS Cautious Higher Eq.	GBP Allocation 20-40% Equity	24.94	0.34	0.30	Aegon abrdn Wrap Transact Fidelity FundsNetwork AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Fusion 7IM Offshore Morningstar Wealth International
Brewin Dolphin MPS Global Equity	Global Large-Cap Blend Equity		6.94	0.30	Aegon abrdn Wrap Transact Fidelity FundsNetwork AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Fusion 7IM Offshore Morningstar Wealth International
Brewin Dolphin MPS Growth	GBP Allocation 80%+ Equity	54.55	5.18	0.30	Aegon abrdn Wrap Transact Fidelity FundsNetwork AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Fusion 7IM Offshore Morningstar Wealth International
Brewin Dolphin MPS Income	GBP Allocation 40-60% Equity	29.51	1.46	0.30	Aegon abrdn Wrap Transact Fidelity FundsNetwork AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Fusion 7IM Offshore Morningstar Wealth International
Brewin Dolphin MPS Income Higher Eq.	GBP Allocation 40-60% Equity	36.17	2.66	0.30	Aegon abrdn Wrap Transact Fidelity FundsNetwork AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Fusion 7IM Offshore Morningstar Wealth International
Brewin Dolphin MPS Passive Plus Balanced	GBP Allocation 60-80% Equity	41.90	4.99	0.20	Aegon abrdn Wrap Transact Fidelity FundsNetwork AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Fusion 7IM Offshore Morningstar Wealth International
Brewin Dolphin MPS Passive Plus Caut HE	GBP Allocation 20-40% Equity	22.53	0.62	0.20	Aegon abrdn Wrap Transact Fidelity FundsNetwork AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Fusion 7IM Offshore Morningstar Wealth International
Brewin Dolphin MPS Passive Plus Cautious	GBP Allocation 20-40% Equity	19.53	-0.66	0.20	Aegon abrdn Wrap Transact Fidelity FundsNetwork AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Fusion 7IM Offshore Morningstar Wealth International
Brewin Dolphin MPS Passive Plus Gbl Eq.	Global Large-Cap Blend Equity		9.29	0.20	Aegon abrdn Wrap Transact Fidelity FundsNetwork AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Fusion 7IM Offshore Morningstar Wealth International
Brewin Dolphin MPS Passive Plus Growth	GBP Allocation 80%+ Equity	52.40	7.08	0.20	Aegon abrdn Wrap Transact Fidelity FundsNetwork AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Fusion 7IM Offshore Morningstar Wealth International
Brewin Dolphin MPS Passive Plus Inc HE	GBP Allocation 40-60% Equity	35.37	3.33	0.20	Aegon abrdn Wrap Transact Fidelity FundsNetwork AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Fusion 7IM Offshore Morningstar Wealth International
Brewin Dolphin MPS Passive Plus Income	GBP Allocation 40-60% Equity	27.37	1.89	0.20	Aegon abrdn Wrap Transact Fidelity FundsNetwork AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Fusion 7IM Offshore Morningstar Wealth International
Brewin Dolphin Sustainable MPS Balanced	GBP Allocation 60-80% Equity	42.40		0.30	Aegon abrdn Wrap Transact AJ Bell Investcentre James Hay Aviva Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise Aegon ARC
Brewin Dolphin Sustainable MPS Global Eq	Global Large-Cap Blend Equity			0.30	Aegon abrdn Wrap Transact AJ Bell Investcentre James Hay Aviva Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise Aegon ARC
Brewin Dolphin Sustainable MPS Growth	GBP Allocation 80%+ Equity	52.43		0.30	Aegon abrdn Wrap Transact AJ Bell Investcentre James Hay Aviva Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise Aegon ARC

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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