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: 31/03/2025

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
BM MPS RIS Medium (Income & Growth)	GBP Allocation 60-80% Equity	60.43	0.17	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 Medium High (Growth)	GBP Allocation 80%+ Equity	70.91	0.63	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 VMPS 3 (Defensive Income)	GBP Allocation 20-40% Equity	23.41	1.19	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 VMPS 4 (Income & Growth)	GBP Allocation 40-60% Equity	32.33	1.74	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 VMPS 5 (Income & Growth)	GBP Allocation 60-80% Equity	43.74	2.63	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 VMPS 6 (Growth)	GBP Allocation 80%+ Equity	53.89	2.94	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 VMPS 7 (Growth)	GBP Allocation 80%+ Equity	64.11	2.93	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
Castlefield G & I - Minimised Risk	GBP Allocation 40-60% Equity	44.68	-0.01	0.10	Transact Aviva Novia Financial
Castlefield G & I - Moderated Risk	GBP Allocation 40-60% Equity	53.32	0.01	0.10	Transact Aviva Novia Financial
Castlefield G & I - Unconstrained Risk	GBP Allocation 60-80% Equity	60.86	-0.13	0.10	Transact Aviva Novia Financial
Castlefield Growth - Minimised Risk	GBP Allocation 40-60% Equity	51.47	0.01	0.10	Transact Aviva Novia Financial
Castlefield Growth - Moderated Risk	GBP Allocation 40-60% Equity	58.91	-0.11	0.10	Transact Aviva Novia Financial
Castlefield Growth - Unconstrained Risk	GBP Allocation 60-80% Equity	67.57	-0.31	0.10	Transact Aviva Novia Financial
Castlefield Income - Minimised Risk	GBP Allocation 40-60% Equity	40.74	-0.08	0.10	Transact Aviva Novia Financial
Castlefield Income - Moderated Risk	GBP Allocation 40-60% Equity	50.56	0.16	0.10	Transact Aviva Novia Financial
Castlefield Income - Unconstrained Risk	GBP Allocation 60-80% Equity	56.80	-0.02	0.10	Transact Aviva Novia Financial
Charles Stanley Blended 1	GBP Allocation 0-20% Equity	19.63	2.20	0.25	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva
Charles Stanley Blended 2	GBP Allocation 20-40% Equity	32.75	1.83	0.25	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva
Charles Stanley Blended 3	GBP Allocation 40-60% Equity	46.84	1.75	0.25	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva
Charles Stanley Blended 4	GBP Allocation 60-80% Equity	57.21	1.92	0.25	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva

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.