Morningstar logo
Morningstar Category Platforms
Clever Marlborough Sustainable 7 Model GBP Allocation 80%+ Equity 56.31 0.25
Globe icon Globe icon Globe icon
abrdn Wrap
Quilter
Transact
Fidelity FundsNetwork
Aviva
M&G Wealth
True Potential
Novia Financial
Morningstar Wealth
Aegon ARC
Fusion
Copia select: accumulation - balanced GBP Allocation 60-80% Equity 37.35 3.19 0.20
Globe icon Globe icon Globe icon
Aegon
abrdn Wrap
Quilter
Transact
Fidelity FundsNetwork
Aviva
Nucleus
7IM
Novia Financial
Hubwise
Aegon ARC
Embark
Fundment
P1
Novia Global
Copia select: accumulation - cautious GBP Allocation 20-40% Equity 20.89 0.74 0.20
Globe icon Globe icon Globe icon
Aegon
abrdn Wrap
Quilter
Transact
Fidelity FundsNetwork
Aviva
Nucleus
7IM
Novia Financial
Hubwise
Aegon ARC
Embark
Fundment
P1
Novia Global
Copia select: accumulation - equity Global Large-Cap Blend Equity 5.05 0.20
Globe icon Globe icon
Aegon
abrdn Wrap
Quilter
Transact
Fidelity FundsNetwork
Aviva
Nucleus
7IM
Novia Financial
Hubwise
Aegon ARC
Embark
Fundment
P1
Novia Global
Copia select: accumulation - growth GBP Allocation 80%+ Equity 50.47 4.42 0.20
Globe icon Globe icon Globe icon
Aegon
abrdn Wrap
Quilter
Transact
Fidelity FundsNetwork
Aviva
Nucleus
7IM
Novia Financial
Hubwise
Aegon ARC
Embark
Fundment
P1
Copia select: accumulation - moderate GBP Allocation 40-60% Equity 27.86 1.27 0.20
Globe icon Globe icon
Aegon
abrdn Wrap
Quilter
Transact
Fidelity FundsNetwork
Aviva
Nucleus
7IM
Novia Financial
Hubwise
Aegon ARC
Embark
Fundment
P1
Novia Global
Copia select: Blended - Balanced GBP Allocation 60-80% Equity 37.45 0.25
Globe icon Globe icon Globe icon
Transact
Fidelity FundsNetwork
Aviva
Nucleus
Novia Financial
Novia Global
Copia select: Blended - Cautious GBP Allocation 20-40% Equity 20.64 0.25
Globe icon Globe icon Globe icon Globe icon
Transact
Fidelity FundsNetwork
Aviva
Nucleus
Novia Financial
Novia Global
Copia select: Blended - Equity GBP Allocation 80%+ Equity 54.22 0.25
Globe icon Globe icon Globe icon
Transact
Fidelity FundsNetwork
Aviva
Nucleus
Novia Financial
Novia Global
Copia select: Blended - Growth GBP Allocation 80%+ Equity 50.96 0.25
Globe icon Globe icon Globe icon
Transact
Fidelity FundsNetwork
Aviva
Nucleus
Novia Financial
Novia Global
Copia select: Blended - Moderate GBP Allocation 40-60% Equity 27.75 0.25
Globe icon Globe icon Globe icon
Transact
Fidelity FundsNetwork
Aviva
Nucleus
Novia Financial
Novia Global
Copia select: ESG - balanced GBP Allocation 60-80% Equity 39.70 1.78 0.25
Globe icon Globe icon Globe icon Globe icon Globe icon
abrdn Wrap
Quilter
Transact
Fidelity FundsNetwork
Novia Financial
Novia Global
Copia select: ESG - cautious GBP Allocation 20-40% Equity 21.35 0.11 0.25
Globe icon Globe icon Globe icon Globe icon Globe icon
abrdn Wrap
Quilter
Transact
Fidelity FundsNetwork
Novia Financial
Novia Global
Copia select: ESG - equity Global Large-Cap Blend Equity 2.73 0.25
Globe icon Globe icon Globe icon Globe icon
abrdn Wrap
Quilter
Transact
Fidelity FundsNetwork
Novia Financial
Novia Global
Copia select: ESG - growth GBP Allocation 80%+ Equity 53.26 2.49 0.25
Globe icon Globe icon Globe icon Globe icon Globe icon
abrdn Wrap
Quilter
Transact
Fidelity FundsNetwork
Novia Financial
Novia Global
Copia select: ESG - moderate GBP Allocation 40-60% Equity 29.83 0.18 0.25
Globe icon Globe icon Globe icon Globe icon Globe icon
abrdn Wrap
Quilter
Transact
Fidelity FundsNetwork
Novia Financial
Novia Global
Crossing Point Fusion Adventurous GBP Allocation 40-60% Equity 55.36 0.30
Globe icon Globe icon Globe icon
Aegon
Quilter
Nucleus
Novia Financial
Aegon ARC
Crossing Point Fusion Balanced GBP Allocation 40-60% Equity 38.76 0.30
Globe icon Globe icon Globe icon
Aegon
Quilter
Nucleus
Novia Financial
Aegon ARC
Crossing Point Fusion Cautious GBP Allocation 20-40% Equity 28.99 0.30
Globe icon Globe icon Globe icon
Aegon
Quilter
Nucleus
Novia Financial
Aegon ARC
Crossing Point Fusion Defensive GBP Allocation 20-40% Equity 22.66 0.30
Globe icon Globe icon Globe icon Globe icon
Aegon
Quilter
Nucleus
Novia Financial
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.