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: 31/07/2024

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
Blackfinch Balanced MPS	GBP Allocation 60-80% Equity	37.07	1.52	0.35	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus Advance by Embark 7IM True Potential Novia Financial Hubwise Aegon ARC Scottish Widows Benchmark Novia Global
Blackfinch Cautious MPS	GBP Allocation 40-60% Equity	27.34	0.70	0.35	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus Advance by Embark 7IM True Potential Novia Financial Hubwise Aegon ARC Scottish Widows Benchmark Novia Global
Blackfinch Defensive MPS	GBP Allocation 20-40% Equity	18.68	-0.41	0.35	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus Advance by Embark 7IM True Potential Novia Financial Hubwise Aegon ARC Scottish Widows Benchmark Novia Global
Blackfinch Enhanced Growth MPS	GBP Allocation 80%+ Equity	53.08	1.42	0.35	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus Advance by Embark 7IM True Potential Novia Financial Hubwise Aegon ARC Scottish Widows Benchmark Novia Global
Blackfinch Growth MPS	GBP Allocation 60-80% Equity	47.78	1.63	0.35	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus Advance by Embark 7IM True Potential Novia Financial Hubwise Aegon ARC Scottish Widows Benchmark Novia Global
BM MPS High Risk (Growth)	GBP Allocation 80%+ Equity	64.51	2.70	0.25	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Parmenion Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Scottish Widows Benchmark
BM MPS High Risk (Passive)	GBP Allocation 80%+ Equity	62.93		0.25	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Parmenion Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Scottish Widows Benchmark
BM MPS Low Risk (Defensive Income)	GBP Allocation 20-40% Equity	15.76	-0.09	0.25	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Parmenion Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Scottish Widows Benchmark
BM MPS Low Risk (Passive)	GBP Allocation 20-40% Equity	15.79		0.25	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Parmenion Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Scottish Widows Benchmark
BM MPS Low to Medium Risk (Inc & Grwth)	GBP Allocation 40-60% Equity	27.45	1.70	0.25	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Parmenion Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Scottish Widows Benchmark
BM MPS Low to Medium Risk (Income)	GBP Allocation 40-60% Equity	28.60	2.49	0.25	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Parmenion Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Scottish Widows Benchmark
BM MPS Low to Medium Risk (Passive)	GBP Allocation 40-60% Equity	27.67	1.81	0.25	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Parmenion Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Scottish Widows Benchmark
BM MPS Medium Risk (Income & Growth)	GBP Allocation 60-80% Equity	43.28	2.78	0.25	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Parmenion Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Scottish Widows Benchmark
BM MPS Medium Risk (Income)	GBP Allocation 60-80% Equity	44.34	4.72	0.25	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Parmenion Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Scottish Widows Benchmark
BM MPS Medium Risk (Passive)	GBP Allocation 60-80% Equity	43.10	4.28	0.25	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Parmenion Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Scottish Widows Benchmark
BM MPS Medium to High Risk (Growth)	GBP Allocation 80%+ Equity	57.02	2.96	0.25	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Parmenion Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Scottish Widows Benchmark
BM MPS Medium to High Risk (Passive)	GBP Allocation 80%+ Equity	56.50	5.83	0.25	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Parmenion Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Scottish Widows Benchmark
BM MPS RIS High (Growth)	GBP Allocation 80%+ Equity	63.84		0.25	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Parmenion Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Scottish Widows Benchmark
BM MPS RIS Low (Income)	GBP Allocation 20-40% Equity	20.92		0.25	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Parmenion Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Scottish Widows Benchmark
BM MPS RIS Low Medium (Income & Growth)	GBP Allocation 40-60% Equity	34.30	-0.84	0.25	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Parmenion Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Scottish Widows Benchmark

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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