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
Binary - ESG Blend Adventurous	GBP Allocation 80%+ Equity	70.17	8.25	0.20	Transact
Binary - ESG Blend Balanced	GBP Allocation 40-60% Equity	47.21	7.74	0.20	Transact
Binary - ESG Blend Cautious	GBP Allocation 20-40% Equity	35.05	7.39	0.20	Transact
Binary - ESG Blend Defensive	GBP Allocation 0-20% Equity	25.84	7.10	0.20	Transact
Binary - ESG Blend Growth	GBP Allocation 60-80% Equity	59.12	7.93	0.20	Transact
Binary - Ethical Adventurous	GBP Allocation 80%+ Equity	59.52		0.30	7IM
Binary - Ethical Balanced	GBP Allocation 40-60% Equity	37.43		0.30	7IM
Binary - Ethical Cautious	GBP Allocation 20-40% Equity	25.62		0.30	7IM
Binary - Ethical Defensive	GBP Allocation 0-20% Equity	18.53		0.30	M&G Wealth 7IM
Binary - Ethical Growth	GBP Allocation 60-80% Equity	50.25		0.30	7IM
Binary - Islamic Adventurous	GBP Allocation 80%+ Equity	69.05	12.81	0.35	Transact
Binary - Islamic Balanced	GBP Allocation 40-60% Equity	47.92	7.99	0.35	Transact
Binary - Islamic Cautious	GBP Allocation 20-40% Equity	38.40	5.32	0.35	Transact
Binary - Islamic Defensive	GBP Allocation 0-20% Equity	31.01	2.50	0.35	Transact
Binary - Islamic Growth	GBP Allocation 60-80% Equity	58.85	10.56	0.35	Transact
Binary - Passive Adventurous	GBP Allocation 80%+ Equity	68.07	14.64	0.05	Quilter Transact Fidelity Adviser Solutions M&G Wealth Nucleus Novia Financial
Binary - Passive Balanced	GBP Allocation 40-60% Equity	48.03	11.97	0.05	Quilter Transact Fidelity Adviser Solutions M&G Wealth Nucleus Novia Financial
Binary - Passive Cautious	GBP Allocation 20-40% Equity	36.46	10.19	0.05	Quilter Transact Fidelity Adviser Solutions M&G Wealth Nucleus Novia Financial
Binary - Passive Defensive	GBP Allocation 0-20% Equity	26.75	8.42	0.05	Quilter Transact Fidelity Adviser Solutions M&G Wealth Nucleus Novia Financial
Binary - Passive Growth	GBP Allocation 60-80% Equity	59.41	13.51	0.05	Quilter Transact Fidelity Adviser Solutions M&G Wealth Nucleus Novia Financial

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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