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: 31/01/2026

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
7IM Income Balanced	GBP Allocation 40-60% Equity	40.38	7.56	0.25	Aegon abrdn Wrap Transact Aviva M&G Wealth Nucleus 7IM Novia Financial Morningstar Wealth Aegon ARC Benchmark
7IM Passive Adventurous	GBP Allocation 80%+ Equity	62.81	12.86	0.15	abrdn Wrap Quilter Transact Aviva Nucleus Advance by Embark 7IM Novia Financial Benchmark
7IM Passive Adventurous Plus	Global Large-Cap Blend Equity	65.30	13.87	0.15	abrdn Wrap Quilter Transact Aviva Nucleus Advance by Embark 7IM Novia Financial Benchmark
7IM Passive Balanced	GBP Allocation 40-60% Equity	45.05	9.98	0.15	abrdn Wrap Quilter Transact Aviva Nucleus Advance by Embark 7IM Novia Financial Aegon ARC Benchmark
7IM Passive Cautious	GBP Allocation 0-20% Equity	26.12	6.22	0.15	abrdn Wrap Quilter Transact Aviva Nucleus Advance by Embark 7IM Novia Financial Benchmark
7IM Passive Conservative	GBP Allocation 20-40% Equity			0.15	abrdn Wrap Quilter 7IM
7IM Passive Dynamic	GBP Allocation 60-80% Equity			0.15	abrdn Wrap Quilter 7IM
7IM Passive Growth	GBP Allocation 80%+ Equity			0.15	abrdn Wrap Quilter 7IM
7IM Passive Moderate	GBP Allocation 40-60% Equity			0.15	abrdn Wrap Quilter 7IM
7IM Passive Moderately Adventurous	GBP Allocation 60-80% Equity	54.85	11.66	0.15	abrdn Wrap Quilter Transact Aviva Nucleus Advance by Embark 7IM Novia Financial Benchmark
7IM Passive Moderately Cautious	GBP Allocation 20-40% Equity	35.43	7.86	0.15	abrdn Wrap Quilter Transact Aviva Nucleus Advance by Embark 7IM Novia Financial Benchmark
7IM Responsible Choice Adv Plus	GBP Allocation 80%+ Equity	62.38		0.30	7IM
7IM Responsible Choice Adventurous	GBP Allocation 80%+ Equity	65.40	6.77	0.30	abrdn Wrap Transact Aviva M&G Wealth 7IM Novia Financial
7IM Responsible Choice Balanced	GBP Allocation 40-60% Equity	44.90	6.22	0.30	abrdn Wrap Transact Aviva M&G Wealth 7IM Novia Financial
7IM Responsible Choice Cautious	GBP Allocation 0-20% Equity	26.27	4.24	0.30	abrdn Wrap Transact Aviva M&G Wealth 7IM Novia Financial
7IM Responsible Choice Conservative	GBP Allocation 20-40% Equity			0.30	7IM
7IM Responsible Choice Dynamic	GBP Allocation 60-80% Equity			0.30	7IM
7IM Responsible Choice Growth	GBP Allocation 80%+ Equity			0.30	7IM
7IM Responsible Choice Mod Adventurous	GBP Allocation 60-80% Equity	55.28	6.83	0.30	abrdn Wrap Transact Aviva M&G Wealth 7IM Novia Financial
7IM Responsible Choice Mod Cautious	GBP Allocation 20-40% Equity	35.11	5.16	0.30	abrdn Wrap Transact Aviva M&G Wealth 7IM Novia Financial

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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