Morningstar logo
Morningstar Category Platforms
7IM Responsible Choice Adventurous GBP Allocation 80%+ Equity 59.74 0.94 0.30
Globe icon Globe icon Globe icon Globe icon Globe icon
abrdn Wrap
Transact
Aviva
M&G Wealth
7IM
Novia Financial
7IM Responsible Choice Balanced GBP Allocation 40-60% Equity 37.99 0.35 0.30
Globe icon Globe icon Globe icon Globe icon
abrdn Wrap
Transact
Aviva
M&G Wealth
7IM
Novia Financial
7IM Responsible Choice Cautious GBP Allocation 0-20% Equity 19.30 -1.97 0.30
Globe icon Globe icon Globe icon Globe icon
abrdn Wrap
Transact
Aviva
M&G Wealth
7IM
Novia Financial
7IM Responsible Choice Mod Adventurous GBP Allocation 60-80% Equity 48.75 0.81 0.30
Globe icon Globe icon Globe icon Globe icon Globe icon
abrdn Wrap
Transact
Aviva
M&G Wealth
7IM
Novia Financial
7IM Responsible Choice Mod Cautious GBP Allocation 20-40% Equity 24.59 -1.02 0.30
Globe icon Globe icon Globe icon Globe icon
abrdn Wrap
Transact
Aviva
M&G Wealth
7IM
Novia Financial
8AM AQ MPS 3 GBP Allocation 20-40% Equity 22.85 -0.18 0.15
Globe icon Globe icon Globe icon Globe icon
abrdn Wrap
Quilter
Transact
Fidelity FundsNetwork
AJ Bell Investcentre
James Hay
Aviva
M&G Wealth
Nucleus
7IM
True Potential
Novia Financial
Hubwise
Aegon ARC
Embark
Fundment
Fusion
Morningstar Wealth International
8AM AQ MPS 4 GBP Allocation 40-60% Equity 32.65 0.86 0.15
Globe icon Globe icon Globe icon
abrdn Wrap
Quilter
Transact
Fidelity FundsNetwork
AJ Bell Investcentre
James Hay
Aviva
M&G Wealth
Nucleus
7IM
True Potential
Novia Financial
Hubwise
Aegon ARC
Embark
Fundment
Fusion
Morningstar Wealth International
8AM AQ MPS 5 GBP Allocation 40-60% Equity 43.83 2.39 0.15
Globe icon Globe icon Globe icon
abrdn Wrap
Quilter
Transact
Fidelity FundsNetwork
AJ Bell Investcentre
James Hay
Aviva
M&G Wealth
Nucleus
7IM
True Potential
Novia Financial
Hubwise
Aegon ARC
Embark
Fundment
Fusion
Morningstar Wealth International
8AM AQ MPS 6 GBP Allocation 60-80% Equity 53.22 3.08 0.15
Globe icon Globe icon Globe icon
abrdn Wrap
Quilter
Transact
Fidelity FundsNetwork
AJ Bell Investcentre
James Hay
Aviva
M&G Wealth
Nucleus
7IM
True Potential
Novia Financial
Hubwise
Aegon ARC
Embark
Fundment
Fusion
Morningstar Wealth International
8AM AQ MPS 7 GBP Allocation 80%+ Equity 61.85 3.70 0.15
Globe icon Globe icon Globe icon
abrdn Wrap
Quilter
Transact
Fidelity FundsNetwork
AJ Bell Investcentre
James Hay
Aviva
M&G Wealth
Nucleus
7IM
True Potential
Novia Financial
Hubwise
Aegon ARC
Embark
Fundment
Fusion
Morningstar Wealth International
8AM AQ MPS 8 Global Large-Cap Blend Equity 0.15
Globe icon Globe icon Globe icon
abrdn Wrap
Quilter
Transact
Fidelity FundsNetwork
AJ Bell Investcentre
James Hay
Aviva
M&G Wealth
Nucleus
7IM
True Potential
Novia Financial
Aegon ARC
Embark
Fundment
Fusion
Morningstar Wealth International
8AM AQ Sustainable 3 GBP Allocation 20-40% Equity 19.09 0.15
Globe icon Globe icon Globe icon Globe icon
Quilter
Fidelity FundsNetwork
AJ Bell Investcentre
Aviva
Nucleus
8AM AQ Sustainable 4 GBP Allocation 20-40% Equity 28.05 0.15
Globe icon Globe icon Globe icon Globe icon
Quilter
Fidelity FundsNetwork
AJ Bell Investcentre
Aviva
Nucleus
8AM AQ Sustainable 5 GBP Allocation 40-60% Equity 40.17 0.15
Globe icon Globe icon Globe icon Globe icon
Quilter
Fidelity FundsNetwork
AJ Bell Investcentre
Aviva
Nucleus
8AM AQ Sustainable 6 GBP Allocation 60-80% Equity 50.08 0.15
Globe icon Globe icon Globe icon Globe icon
Quilter
Fidelity FundsNetwork
AJ Bell Investcentre
Aviva
Nucleus
8AM AQ Sustainable 7 GBP Allocation 80%+ Equity 59.47 0.15
Globe icon Globe icon Globe icon Globe icon
Quilter
Fidelity FundsNetwork
AJ Bell Investcentre
Aviva
Nucleus
8AM Legacy AQ MPS 3 GBP Allocation 20-40% Equity 22.85 -0.49 0.15
Globe icon Globe icon Globe icon Globe icon
abrdn Wrap
Quilter
Transact
Fidelity FundsNetwork
AJ Bell Investcentre
James Hay
Aviva
M&G Wealth
Nucleus
7IM
True Potential
Novia Financial
Hubwise
Aegon ARC
Embark
Fundment
Fusion
Morningstar Wealth International
8AM Legacy AQ MPS 4 GBP Allocation 40-60% Equity 32.65 0.19 0.15
Globe icon Globe icon Globe icon
abrdn Wrap
Quilter
Transact
Fidelity FundsNetwork
AJ Bell Investcentre
James Hay
Aviva
M&G Wealth
Nucleus
7IM
True Potential
Novia Financial
Hubwise
Aegon ARC
Embark
Fundment
Fusion
Morningstar Wealth International
8AM Legacy AQ MPS 5 GBP Allocation 40-60% Equity 43.83 1.16 0.15
Globe icon Globe icon Globe icon
abrdn Wrap
Quilter
Transact
Fidelity FundsNetwork
AJ Bell Investcentre
James Hay
Aviva
M&G Wealth
Nucleus
7IM
True Potential
Novia Financial
Hubwise
Aegon ARC
Embark
Fundment
Fusion
Morningstar Wealth International
8AM Legacy AQ MPS 6 GBP Allocation 60-80% Equity 53.22 1.57 0.15
Globe icon Globe icon Globe icon
abrdn Wrap
Quilter
Transact
Fidelity FundsNetwork
AJ Bell Investcentre
James Hay
Aviva
M&G Wealth
Nucleus
7IM
True Potential
Novia Financial
Hubwise
Aegon ARC
Embark
Fundment
Fusion
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

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.

Morningstar logo

©Copyright 2022 Morningstar, Inc. All rights reserved.