Morningstar logo
Morningstar Category Platforms
7IM Responsible Choice Adventurous GBP Allocation 80%+ Equity 65.38 0.20 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 42.94 0.29 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 23.98 -1.22 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 54.36 0.36 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 32.54 -0.58 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 24.71 -0.02 0.15
Globe icon Globe icon Globe icon
abrdn Wrap
Quilter
Transact
Fidelity Adviser Solutions
AJ Bell Investcentre
James Hay
Aviva
M&G Wealth
Nucleus
7IM
True Potential
Novia Financial
Hubwise
Aegon ARC
Scottish Widows
Fundment
Benchmark
Morningstar Wealth International
8AM AQ MPS 4 GBP Allocation 40-60% Equity 36.85 0.52 0.15
Globe icon Globe icon Globe icon
abrdn Wrap
Quilter
Transact
Fidelity Adviser Solutions
AJ Bell Investcentre
James Hay
Aviva
M&G Wealth
Nucleus
7IM
True Potential
Novia Financial
Hubwise
Aegon ARC
Scottish Widows
Fundment
Benchmark
Morningstar Wealth International
8AM AQ MPS 5 GBP Allocation 40-60% Equity 46.87 1.75 0.15
Globe icon Globe icon Globe icon
abrdn Wrap
Quilter
Transact
Fidelity Adviser Solutions
AJ Bell Investcentre
James Hay
Aviva
M&G Wealth
Nucleus
7IM
True Potential
Novia Financial
Hubwise
Aegon ARC
Scottish Widows
Fundment
Benchmark
Morningstar Wealth International
8AM AQ MPS 6 GBP Allocation 60-80% Equity 56.16 2.28 0.15
Globe icon Globe icon Globe icon
abrdn Wrap
Quilter
Transact
Fidelity Adviser Solutions
AJ Bell Investcentre
James Hay
Aviva
M&G Wealth
Nucleus
7IM
True Potential
Novia Financial
Hubwise
Aegon ARC
Scottish Widows
Fundment
Benchmark
Morningstar Wealth International
8AM AQ MPS 7 GBP Allocation 80%+ Equity 64.30 2.79 0.15
Globe icon Globe icon Globe icon
abrdn Wrap
Quilter
Transact
Fidelity Adviser Solutions
AJ Bell Investcentre
James Hay
Aviva
M&G Wealth
Nucleus
7IM
True Potential
Novia Financial
Hubwise
Aegon ARC
Scottish Widows
Fundment
Benchmark
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 Adviser Solutions
AJ Bell Investcentre
James Hay
Aviva
M&G Wealth
Nucleus
7IM
True Potential
Novia Financial
Aegon ARC
Scottish Widows
Fundment
Benchmark
Morningstar Wealth International
8AM AQ Sustainable 3 GBP Allocation 20-40% Equity 27.05 0.15
Globe icon Globe icon Globe icon Globe icon
Quilter
Fidelity Adviser Solutions
AJ Bell Investcentre
Aviva
Nucleus
8AM AQ Sustainable 4 GBP Allocation 20-40% Equity 30.63 0.15
Globe icon Globe icon Globe icon Globe icon
Quilter
Fidelity Adviser Solutions
AJ Bell Investcentre
Aviva
Nucleus
8AM AQ Sustainable 5 GBP Allocation 40-60% Equity 38.95 0.15
Globe icon Globe icon Globe icon Globe icon
Quilter
Fidelity Adviser Solutions
AJ Bell Investcentre
Aviva
Nucleus
8AM AQ Sustainable 6 GBP Allocation 60-80% Equity 49.22 0.15
Globe icon Globe icon Globe icon Globe icon
Quilter
Fidelity Adviser Solutions
AJ Bell Investcentre
Aviva
Nucleus
8AM AQ Sustainable 7 GBP Allocation 80%+ Equity 61.49 0.15
Globe icon Globe icon Globe icon Globe icon
Quilter
Fidelity Adviser Solutions
AJ Bell Investcentre
Aviva
Nucleus
8AM Legacy AQ MPS 3 GBP Allocation 20-40% Equity 25.18 -0.40 0.15
Globe icon Globe icon Globe icon
abrdn Wrap
Quilter
Transact
Fidelity Adviser Solutions
AJ Bell Investcentre
James Hay
Aviva
M&G Wealth
Nucleus
7IM
True Potential
Novia Financial
Hubwise
Aegon ARC
Scottish Widows
Fundment
Benchmark
Morningstar Wealth International
8AM Legacy AQ MPS 4 GBP Allocation 40-60% Equity 36.30 -0.04 0.15
Globe icon Globe icon Globe icon
abrdn Wrap
Quilter
Transact
Fidelity Adviser Solutions
AJ Bell Investcentre
James Hay
Aviva
M&G Wealth
Nucleus
7IM
True Potential
Novia Financial
Hubwise
Aegon ARC
Scottish Widows
Fundment
Benchmark
Morningstar Wealth International
8AM Legacy AQ MPS 5 GBP Allocation 40-60% Equity 46.65 0.67 0.15
Globe icon Globe icon Globe icon
abrdn Wrap
Quilter
Transact
Fidelity Adviser Solutions
AJ Bell Investcentre
James Hay
Aviva
M&G Wealth
Nucleus
7IM
True Potential
Novia Financial
Hubwise
Aegon ARC
Scottish Widows
Fundment
Benchmark
Morningstar Wealth International
8AM Legacy AQ MPS 6 GBP Allocation 60-80% Equity 56.67 0.95 0.15
Globe icon Globe icon Globe icon
abrdn Wrap
Quilter
Transact
Fidelity Adviser Solutions
AJ Bell Investcentre
James Hay
Aviva
M&G Wealth
Nucleus
7IM
True Potential
Novia Financial
Hubwise
Aegon ARC
Scottish Widows
Fundment
Benchmark
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.