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: 30/09/2025

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
Copia select: Blended - Equity	GBP Allocation 80%+ Equity	60.70	10.38	0.25	Transact Fidelity Adviser Solutions Aviva Nucleus Novia Financial Novia Global
Copia select: Blended - Growth	GBP Allocation 80%+ Equity	58.03	9.90	0.25	Transact Fidelity Adviser Solutions Aviva Nucleus Novia Financial Novia Global
Copia select: Blended - Moderate	GBP Allocation 40-60% Equity	32.91	7.03	0.25	Transact Fidelity Adviser Solutions Aviva Nucleus Novia Financial Novia Global
Copia select: ESG - balanced	GBP Allocation 60-80% Equity	41.53	6.65	0.20	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Novia Financial Novia Global
Copia select: ESG - cautious	GBP Allocation 20-40% Equity	23.51	5.84	0.20	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Novia Financial Novia Global
Copia select: ESG - equity	Global Large-Cap Blend Equity	59.34	7.51	0.20	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Novia Financial Novia Global
Copia select: ESG - growth	GBP Allocation 80%+ Equity	54.23	7.54	0.20	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Novia Financial Novia Global
Copia select: ESG - moderate	GBP Allocation 40-60% Equity	31.94	5.55	0.20	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Novia Financial Novia Global
Crossing Point Fusion Adventurous	GBP Allocation 40-60% Equity	46.60	9.15	0.30	Aegon abrdn Wrap Quilter Fidelity Adviser Solutions Aviva Nucleus Aegon ARC
Crossing Point Fusion Balanced	GBP Allocation 40-60% Equity	34.94	7.70	0.30	Aegon abrdn Wrap Quilter Fidelity Adviser Solutions Aviva Nucleus Aegon ARC
Crossing Point Fusion Cautious	GBP Allocation 20-40% Equity	26.63	6.84	0.30	Aegon abrdn Wrap Quilter Fidelity Adviser Solutions Aviva Nucleus Aegon ARC
Crossing Point Fusion Defensive	GBP Allocation 20-40% Equity	22.10	6.15	0.30	Aegon abrdn Wrap Quilter Fidelity Adviser Solutions Aviva Nucleus Aegon ARC
Crossing Point Fusion Speculative	GBP Flexible Allocation	50.48		0.30	Aegon abrdn Wrap Quilter Fidelity Adviser Solutions Aviva Nucleus Aegon ARC
Crossing Point Fusion Strategic	GBP Allocation 40-60% Equity	39.26	8.40	0.30	Aegon abrdn Wrap Quilter Fidelity Adviser Solutions Aviva Nucleus Aegon ARC
Crossing Point Green Path Balanced	GBP Allocation 40-60% Equity	39.57	6.77	0.30	abrdn Wrap Quilter Transact Aviva Nucleus Scottish Widows
Crossing Point Green Path Cautious	GBP Allocation 20-40% Equity	31.23	6.18	0.30	abrdn Wrap Quilter Transact Aviva Nucleus Scottish Widows
Crossing Point Green Path Strategic	GBP Allocation 60-80% Equity	45.28	6.99	0.30	abrdn Wrap Quilter Transact Aviva Nucleus Scottish Widows
Crossing Point Growth Adventurous	GBP Allocation 80%+ Equity	59.51		0.15	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Nucleus Aegon ARC Scottish Widows
Crossing Point Growth Balanced	GBP Allocation 40-60% Equity	39.96		0.15	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Nucleus Aegon ARC Scottish Widows
Crossing Point Growth Cautious	GBP Allocation 40-60% Equity	34.53		0.15	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions 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

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.