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: 29/02/2024

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
7IM Responsible Choice Adventurous	GBP Allocation 80%+ Equity	59.08	2.33	0.30	abrdn Wrap Transact Aviva M&G Wealth 7IM Novia Financial
7IM Responsible Choice Balanced	GBP Allocation 40-60% Equity	37.61	1.23	0.30	abrdn Wrap Transact Aviva M&G Wealth 7IM Novia Financial
7IM Responsible Choice Cautious	GBP Allocation 0-20% Equity	18.84	-1.55	0.30	abrdn Wrap Transact Aviva M&G Wealth 7IM Novia Financial
7IM Responsible Choice Mod Adventurous	GBP Allocation 60-80% Equity	47.98	2.01	0.30	abrdn Wrap Transact Aviva M&G Wealth 7IM Novia Financial
7IM Responsible Choice Mod Cautious	GBP Allocation 20-40% Equity	24.02	-0.48	0.30	abrdn Wrap Transact Aviva M&G Wealth 7IM Novia Financial
8AM AQ MPS 3	GBP Allocation 20-40% Equity	22.84	-0.04	0.15	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	32.62	0.94	0.15	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	43.88	2.50	0.15	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	53.43	3.00	0.15	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	62.15	3.86	0.15	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	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	17.62		0.15	Quilter Fidelity FundsNetwork AJ Bell Investcentre Aviva Nucleus
8AM AQ Sustainable 4	GBP Allocation 20-40% Equity	26.98		0.15	Quilter Fidelity FundsNetwork AJ Bell Investcentre Aviva Nucleus
8AM AQ Sustainable 5	GBP Allocation 40-60% Equity	38.69		0.15	Quilter Fidelity FundsNetwork AJ Bell Investcentre Aviva Nucleus
8AM AQ Sustainable 6	GBP Allocation 60-80% Equity	48.19		0.15	Quilter Fidelity FundsNetwork AJ Bell Investcentre Aviva Nucleus
8AM AQ Sustainable 7	GBP Allocation 80%+ Equity	59.17		0.15	Quilter Fidelity FundsNetwork AJ Bell Investcentre Aviva Nucleus
8AM Legacy AQ MPS 3	GBP Allocation 20-40% Equity	22.84	-0.60	0.15	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	32.62	-0.06	0.15	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	43.88	0.74	0.15	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	53.43	0.89	0.15	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

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