Morningstar logo
Morningstar Category Platforms
BM VMPS 5 (Income & Growth) GBP Allocation 60-80% Equity 37.90 2.86 0.25
Globe icon Globe icon Globe icon
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
Globe icon Globe icon Globe icon
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
Globe icon Globe icon Globe icon
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
Globe icon Globe icon Globe icon
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
Globe icon Globe icon Globe icon Globe icon
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
Globe icon Globe icon Globe icon Globe icon
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
Globe icon Globe icon
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
Globe icon Globe icon Globe icon
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
Globe icon Globe icon Globe icon
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
Globe icon Globe icon Globe icon
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
Globe icon Globe icon Globe icon
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
Globe icon Globe icon Globe icon
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
Globe icon Globe icon Globe icon Globe icon
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
Globe icon Globe icon
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
Globe icon Globe icon Globe icon
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
Globe icon Globe icon Globe icon
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
Globe icon Globe icon Globe icon
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
Globe icon Globe icon Globe icon Globe icon Globe icon
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
Globe icon Globe icon Globe icon Globe icon
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
Globe icon Globe icon Globe icon Globe icon Globe icon
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

The following pages are intended for firms and individuals who are authorised by the Financial Conduct Authority to provide advice and investment services to UK clients. The information within this site must not be distributed or otherwise made available to retail clients, nor relied upon by retail clients.

Morningstar logo

©Copyright 2022 Morningstar, Inc. All rights reserved.