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: 31/05/2025

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
Binary - Sustainable Adventurous	GBP Allocation 80%+ Equity	81.92	4.28	0.30	Quilter Transact Fidelity Adviser Solutions M&G Wealth Nucleus Novia Financial Wealthtime
Binary - Sustainable Balanced	GBP Allocation 40-60% Equity	57.28	3.91	0.30	Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus Novia Financial Wealthtime Fundment P1
Binary - Sustainable Cautious	GBP Allocation 20-40% Equity	41.41	3.58	0.30	Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus Novia Financial Wealthtime Fundment P1
Binary - Sustainable Defensive	GBP Allocation 0-20% Equity	27.98	3.26	0.30	Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus Novia Financial Wealthtime Fundment P1
Binary - Sustainable Growth	GBP Allocation 60-80% Equity	70.76	4.21	0.30	Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus Novia Financial Wealthtime P1
Blackfinch Balanced MPS	GBP Allocation 60-80% Equity	45.15	4.14	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	35.29	3.72	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	23.44	2.61	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	59.31	4.68	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	55.07	4.56	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 Global MPS High Risk	GBP Allocation 80%+ Equity			0.15	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus 7IM Parmenion Wealthtime Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Scottish Widows Fundment Benchmark
BM Global MPS High Risk (Passive)	GBP Allocation 80%+ Equity			0.10	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus 7IM Parmenion Wealthtime Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Scottish Widows Fundment Benchmark
BM Global MPS Low Medium Risk (Passive)	GBP Allocation 40-60% Equity			0.10	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus 7IM Parmenion Wealthtime Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Scottish Widows Fundment Benchmark
BM Global MPS Low Risk	GBP Allocation 20-40% Equity			0.15	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus 7IM Parmenion Wealthtime Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Scottish Widows Fundment Benchmark
BM Global MPS Low Risk (Passive)	GBP Allocation 20-40% Equity			0.10	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus 7IM Parmenion Wealthtime Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Scottish Widows Fundment Benchmark
BM Global MPS Low to Medium Risk	GBP Allocation 40-60% Equity			0.15	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus 7IM Parmenion Wealthtime Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Scottish Widows Fundment Benchmark
BM Global MPS Medium High Risk (Passive)	GBP Allocation 40-60% Equity			0.10	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus 7IM Parmenion Wealthtime Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Scottish Widows Fundment Benchmark
BM Global MPS Medium Risk	GBP Allocation 60-80% Equity			0.15	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus 7IM Parmenion Wealthtime Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Scottish Widows Fundment Benchmark
BM Global MPS Medium Risk (Passive)	GBP Allocation 60-80% Equity			0.10	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus 7IM Parmenion Wealthtime Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Scottish Widows Fundment Benchmark
BM Global MPS Medium to High Risk	GBP Allocation 60-80% Equity			0.15	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus 7IM Parmenion Wealthtime Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Scottish Widows Fundment 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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