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: 31/08/2024

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
Crossing Point Guardian Balanced	GBP Allocation 40-60% Equity	36.31	1.24	0.30	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus Novia Financial Aegon ARC Scottish Widows
Crossing Point Guardian Cautious	GBP Allocation 20-40% Equity	28.03	1.13	0.30	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus Novia Financial Aegon ARC Scottish Widows
Crossing Point Guardian Defensive	GBP Allocation 20-40% Equity	19.98	0.93	0.30	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus Novia Financial Aegon ARC Scottish Widows
Crossing Point Guardian Speculative	GBP Flexible Allocation			0.30	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus Novia Financial Aegon ARC Scottish Widows
Crossing Point Guardian Strategic	GBP Allocation 60-80% Equity	42.74	1.31	0.30	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus Novia Financial Aegon ARC Scottish Widows
Crossing Point Heritage Adventurous	GBP Allocation 80%+ Equity	69.97	-6.39	0.30	abrdn Wrap Quilter Transact Aviva M&G Wealth Nucleus
Crossing Point Heritage Balanced	GBP Allocation 40-60% Equity	49.23	-4.21	0.30	abrdn Wrap Quilter Transact Aviva M&G Wealth Nucleus
Crossing Point Heritage Cautious	GBP Allocation 20-40% Equity	37.81	-3.09	0.30	abrdn Wrap Quilter Transact Aviva M&G Wealth Nucleus
Crossing Point Heritage Strategic	GBP Allocation 60-80% Equity	57.80	-5.15	0.30	abrdn Wrap Quilter Transact Aviva M&G Wealth Nucleus
Crossing Point Passive Adventurous	GBP Allocation 80%+ Equity			0.15	Aegon abrdn Wrap Quilter Transact Aviva Nucleus Aegon ARC Scottish Widows
Crossing Point Passive Balanced	GBP Allocation 40-60% Equity			0.15	Aegon abrdn Wrap Quilter Transact Aviva Nucleus Aegon ARC Scottish Widows
Crossing Point Passive Cautious	GBP Allocation 40-60% Equity			0.15	Aegon abrdn Wrap Quilter Transact Aviva Nucleus Aegon ARC Scottish Widows
Crossing Point Passive Defensive	GBP Allocation 20-40% Equity			0.15	Aegon abrdn Wrap Quilter Transact Aviva Nucleus Aegon ARC Scottish Widows
Crossing Point Passive Speculative	Global Large-Cap Blend Equity			0.15	Aegon abrdn Wrap Quilter Transact Aviva Nucleus Aegon ARC Scottish Widows
Crossing Point Passive Strategic	GBP Allocation 60-80% Equity			0.15	Aegon abrdn Wrap Quilter Transact Aviva Nucleus Aegon ARC Scottish Widows
EBI Vantage Core 10 Model	GBP Allocation 0-20% Equity	8.50		0.12	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus Advance by Embark 7IM True Potential Parmenion Wealthtime Morningstar Wealth Hubwise Scottish Widows Fundment Novia Global Morningstar Wealth International
EBI Vantage Core 100 Model	Global Large-Cap Blend Equity			0.12	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus Advance by Embark 7IM True Potential Parmenion Wealthtime Morningstar Wealth Hubwise Scottish Widows Fundment Novia Global Morningstar Wealth International
EBI Vantage Core 20 Model	GBP Allocation 0-20% Equity	13.58		0.12	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus Advance by Embark 7IM True Potential Parmenion Wealthtime Morningstar Wealth Hubwise Scottish Widows Fundment Novia Global Morningstar Wealth International
EBI Vantage Core 30 Model	GBP Allocation 20-40% Equity	19.91		0.12	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus Advance by Embark 7IM True Potential Parmenion Wealthtime Morningstar Wealth Hubwise Scottish Widows Fundment Novia Global Morningstar Wealth International
EBI Vantage Core 40 Model	GBP Allocation 20-40% Equity	26.59		0.12	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus Advance by Embark 7IM True Potential Parmenion Wealthtime Morningstar Wealth Hubwise Scottish Widows Fundment Novia Global Morningstar Wealth International

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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