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: 31/10/2023

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
7IM Responsible Choice Balanced	GBP Allocation 40-60% Equity	37.78		0.30	abrdn Wrap Transact Aviva M&G Wealth 7IM Novia Financial
7IM Responsible Choice Cautious	GBP Allocation 0-20% Equity	17.88		0.30	abrdn Wrap Transact Aviva M&G Wealth 7IM Novia Financial
7IM Responsible Choice Mod Adventurous	GBP Allocation 60-80% Equity	48.31		0.30	abrdn Wrap Transact Aviva M&G Wealth 7IM Novia Financial
7IM Responsible Choice Mod Cautious	GBP Allocation 20-40% Equity	23.80		0.30	abrdn Wrap Transact Aviva M&G Wealth 7IM Novia Financial
8AM Legacy AQ MPS 3	GBP Allocation 20-40% Equity	18.27	-1.93	0.15	abrdn Wrap Quilter Transact Fidelity FundsNetwork AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM True Potential Novia Financial Hubwise Aegon ARC Embark Fundment Fusion Morningstar Wealth International
8AM Legacy AQ MPS 4	GBP Allocation 40-60% Equity	27.59	-0.41	0.15	abrdn Wrap Quilter Transact Fidelity FundsNetwork AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM True Potential Novia Financial Hubwise Aegon ARC Embark Fundment Fusion Morningstar Wealth International
8AM Legacy AQ MPS 5	GBP Allocation 40-60% Equity	37.78	1.10	0.15	abrdn Wrap Quilter Transact Fidelity FundsNetwork AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM True Potential Novia Financial Hubwise Aegon ARC Embark Fundment Fusion Morningstar Wealth International
8AM Legacy AQ MPS 6	GBP Allocation 60-80% Equity	48.01	1.86	0.15	abrdn Wrap Quilter Transact Fidelity FundsNetwork AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM True Potential Novia Financial Hubwise Aegon ARC Embark Fundment Fusion Morningstar Wealth International
8AM Legacy AQ MPS 7	GBP Allocation 80%+ Equity	58.22	2.90	0.15	abrdn Wrap Quilter Transact Fidelity FundsNetwork AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM True Potential Novia Financial Hubwise Aegon ARC Embark Fundment Fusion Morningstar Wealth International
8AM Legacy 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 Advance by Embark 7IM True Potential Novia Financial Hubwise Aegon ARC Embark Fundment Fusion Morningstar Wealth International
8AM Legacy AQ Sustainable MPS 3	GBP Allocation 20-40% Equity	17.21		0.15	Quilter Fidelity FundsNetwork AJ Bell Investcentre Aviva Nucleus
8AM Legacy AQ Sustainable MPS 4	GBP Allocation 40-60% Equity	26.18		0.15	Quilter Fidelity FundsNetwork AJ Bell Investcentre Aviva Nucleus
8AM Legacy AQ Sustainable MPS 5	GBP Allocation 40-60% Equity	37.66		0.15	abrdn Wrap Quilter Fidelity FundsNetwork AJ Bell Investcentre Aviva Nucleus Embark Fundment
8AM Legacy AQ Sustainable MPS 6	GBP Allocation 60-80% Equity	47.36		0.15	abrdn Wrap Quilter Fidelity FundsNetwork AJ Bell Investcentre Aviva Nucleus Embark Fundment
8AM Legacy AQ Sustainable MPS 7	GBP Allocation 80%+ Equity	57.53		0.15	abrdn Wrap Quilter Fidelity FundsNetwork AJ Bell Investcentre Aviva Nucleus Embark Fundment
abrdn Index MPS 1	GBP Allocation 20-40% Equity	19.05	-0.84	0.10	abrdn Wrap Quilter Transact Fidelity FundsNetwork Aviva Novia Financial abrdn Elevate
abrdn Index MPS 2	GBP Allocation 40-60% Equity	26.40	1.49	0.10	abrdn Wrap Quilter Transact Fidelity FundsNetwork Aviva Novia Financial abrdn Elevate
abrdn Index MPS 3	GBP Allocation 60-80% Equity	33.94	4.19	0.10	abrdn Wrap Quilter Transact Fidelity FundsNetwork Aviva Novia Financial abrdn Elevate
abrdn Index MPS 4	GBP Allocation 60-80% Equity	40.26	6.17	0.10	abrdn Wrap Quilter Transact Fidelity FundsNetwork Aviva Novia Financial abrdn Elevate
abrdn Index MPS 5	GBP Allocation 80%+ Equity	43.28	8.69	0.10	abrdn Wrap Quilter Transact Fidelity FundsNetwork Aviva Novia Financial abrdn Elevate

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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