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: 28/02/2025

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
Charles Stanley Multi Manager Income 4	GBP Allocation 60-80% Equity	45.79	6.03	0.30	Aegon abrdn Wrap Quilter Transact James Hay Aviva M&G Wealth Nucleus 7IM Novia Financial Benchmark
Charles Stanley Multi Manager Income 5	GBP Allocation 80%+ Equity	52.96	7.20	0.30	Aegon abrdn Wrap Quilter Transact James Hay Aviva M&G Wealth Nucleus 7IM Novia Financial Benchmark
Charles Stanley Multi Manager TR 1	GBP Allocation 0-20% Equity	22.39	1.89	0.30	Aegon abrdn Wrap Quilter Transact James Hay Aviva M&G Wealth Nucleus 7IM Novia Financial Benchmark
Charles Stanley Multi Manager TR 2	GBP Allocation 20-40% Equity	34.36	2.53	0.30	Aegon abrdn Wrap Quilter Transact James Hay Aviva M&G Wealth Nucleus 7IM Novia Financial Benchmark
Charles Stanley Multi Manager TR 3	GBP Allocation 40-60% Equity	46.42	3.46	0.30	Aegon abrdn Wrap Quilter Transact James Hay Aviva M&G Wealth Nucleus 7IM Novia Financial Benchmark
Charles Stanley Multi Manager TR 4	GBP Allocation 60-80% Equity	55.63	4.01	0.30	Aegon abrdn Wrap Quilter Transact James Hay Aviva M&G Wealth Nucleus 7IM Novia Financial Benchmark
Charles Stanley Multi Manager TR 5	GBP Allocation 80%+ Equity	66.56	4.58	0.30	Aegon abrdn Wrap Quilter Transact James Hay Aviva M&G Wealth Nucleus 7IM Novia Financial Benchmark
Charles Stanley Pan Asset Aggressive	GBP Allocation 80%+ Equity	66.62	6.27	0.20	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus 7IM Novia Financial P1 Benchmark
Charles Stanley Pan Asset Balanced	GBP Allocation 40-60% Equity	41.77	4.14	0.20	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus 7IM Novia Financial P1 Benchmark
Charles Stanley Pan Asset Cautious Bal	GBP Allocation 20-40% Equity	28.38	3.24	0.20	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus 7IM Novia Financial Hubwise P1 Benchmark
Charles Stanley Pan Asset Defensive	GBP Allocation 0-20% Equity	17.29	3.06	0.20	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus 7IM Novia Financial Hubwise P1 Benchmark
Charles Stanley Pan Asset Growth	GBP Allocation 80%+ Equity	59.31	5.39	0.20	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus 7IM Novia Financial Hubwise P1 Benchmark
Charles Stanley Pan Asset Income	GBP Allocation 40-60% Equity	36.88	4.09	0.20	abrdn Wrap Transact Aviva M&G Wealth
Charles Stanley Pan Asset Moderate Grow	GBP Allocation 60-80% Equity	53.54	5.00	0.20	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus 7IM Novia Financial Hubwise P1 Benchmark
Charles Stanley Responsible 2	GBP Allocation 20-40% Equity	27.97	2.22	0.25	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva M&G Wealth
Charles Stanley Responsible 3	GBP Allocation 40-60% Equity	39.72	2.86	0.25	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva M&G Wealth
Charles Stanley Responsible 4	GBP Allocation 60-80% Equity	48.65	3.29	0.25	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva M&G Wealth
Charles Stanley Responsible 5	GBP Allocation 80%+ Equity	55.17	3.11	0.25	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva M&G Wealth
CleverMPS Core 3	GBP Allocation 20-40% Equity	24.03		0.25	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth True Potential Novia Financial Morningstar Wealth Aegon ARC Benchmark
CleverMPS Core 4	GBP Allocation 40-60% Equity	33.82		0.25	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth True Potential Novia Financial Morningstar Wealth Aegon ARC 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

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.