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: 31/10/2024

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
Copia select: Blended - Growth	GBP Allocation 80%+ Equity	60.76	1.89	0.25	Transact Fidelity Adviser Solutions Aviva Nucleus Novia Financial Novia Global
Copia select: Blended - Moderate	GBP Allocation 40-60% Equity	34.78	0.95	0.25	Transact Fidelity Adviser Solutions Aviva Nucleus Novia Financial Novia Global
Copia select: ESG - balanced	GBP Allocation 60-80% Equity	43.40	0.62	0.20	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Novia Financial Novia Global
Copia select: ESG - cautious	GBP Allocation 20-40% Equity	23.03	0.80	0.20	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Novia Financial Novia Global
Copia select: ESG - equity	Global Large-Cap Blend Equity	61.87	0.58	0.20	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Novia Financial Novia Global
Copia select: ESG - growth	GBP Allocation 80%+ Equity	55.45	0.70	0.20	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Novia Financial Novia Global
Copia select: ESG - moderate	GBP Allocation 40-60% Equity	33.30	-0.14	0.20	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Novia Financial Novia Global
Crossing Point Fusion Adventurous	GBP Allocation 40-60% Equity	39.74		0.30	Aegon Quilter Nucleus Novia Financial Aegon ARC
Crossing Point Fusion Balanced	GBP Allocation 40-60% Equity	34.49		0.30	Aegon Quilter Nucleus Novia Financial Aegon ARC
Crossing Point Fusion Cautious	GBP Allocation 20-40% Equity	24.57		0.30	Aegon Quilter Nucleus Novia Financial Aegon ARC
Crossing Point Fusion Defensive	GBP Allocation 20-40% Equity	22.39		0.30	Aegon Quilter Nucleus Novia Financial Aegon ARC
Crossing Point Fusion Speculative	GBP Flexible Allocation	40.15		0.30	Aegon Quilter Nucleus Novia Financial Aegon ARC
Crossing Point Fusion Strategic	GBP Allocation 40-60% Equity	36.52		0.30	Aegon Quilter Nucleus Novia Financial Aegon ARC
Crossing Point Green Path Balanced	GBP Allocation 40-60% Equity	41.40	-0.30	0.30	abrdn Wrap Quilter Transact Aviva Nucleus
Crossing Point Green Path Cautious	GBP Allocation 20-40% Equity	33.22	-0.26	0.30	abrdn Wrap Quilter Transact Aviva Nucleus
Crossing Point Green Path Strategic	GBP Allocation 60-80% Equity	47.73	-0.51	0.30	abrdn Wrap Quilter Transact Aviva Nucleus
Crossing Point Growth Adventurous	GBP Allocation 80%+ Equity			0.15	Aegon abrdn Wrap Quilter Transact Aviva Nucleus Aegon ARC Scottish Widows
Crossing Point Growth Balanced	GBP Allocation 40-60% Equity			0.15	Aegon abrdn Wrap Quilter Transact Aviva Nucleus Aegon ARC Scottish Widows
Crossing Point Growth Cautious	GBP Allocation 40-60% Equity			0.15	Aegon abrdn Wrap Quilter Transact Aviva Nucleus Aegon ARC Scottish Widows
Crossing Point Growth Defensive	GBP Allocation 20-40% Equity			0.15	Aegon abrdn Wrap Quilter Transact Aviva Nucleus Aegon ARC Scottish Widows

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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