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: 31/08/2024

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
8AM Legacy AQ MPS 7	GBP Allocation 80%+ Equity	64.90	0.54	0.15	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 8	Global Large-Cap Blend Equity			0.15	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 Sustainable MPS 3	GBP Allocation 20-40% Equity	27.98		0.15	Quilter Fidelity Adviser Solutions AJ Bell Investcentre Aviva Nucleus
8AM Legacy AQ Sustainable MPS 4	GBP Allocation 40-60% Equity	37.17		0.15	Quilter Fidelity Adviser Solutions AJ Bell Investcentre Aviva Nucleus
8AM Legacy AQ Sustainable MPS 5	GBP Allocation 40-60% Equity	40.77		0.15	Quilter Fidelity Adviser Solutions AJ Bell Investcentre Aviva Nucleus
8AM Legacy AQ Sustainable MPS 6	GBP Allocation 60-80% Equity	51.04		0.15	Quilter Fidelity Adviser Solutions AJ Bell Investcentre Aviva Nucleus
8AM Legacy AQ Sustainable MPS 7	GBP Allocation 80%+ Equity	63.60		0.15	Quilter Fidelity Adviser Solutions AJ Bell Investcentre Aviva Nucleus
abrdn Index MPS 1	GBP Allocation 20-40% Equity	23.42	-0.05	0.10	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Novia Financial abrdn Elevate
abrdn Index MPS 2	GBP Allocation 40-60% Equity	34.04	1.67	0.10	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Novia Financial abrdn Elevate
abrdn Index MPS 3	GBP Allocation 60-80% Equity	45.02	3.31	0.10	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Novia Financial abrdn Elevate
abrdn Index MPS 4	GBP Allocation 60-80% Equity	53.86	4.60	0.10	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Novia Financial abrdn Elevate
abrdn Index MPS 5	GBP Allocation 80%+ Equity	58.69	6.63	0.10	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Novia Financial abrdn Elevate
abrdn Money Market MPS	GBP Money Market			0.05	abrdn Wrap abrdn Elevate
abrdn MPS 1	GBP Allocation 20-40% Equity	25.71	0.37	0.15	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Novia Financial abrdn Elevate
abrdn MPS 2	GBP Allocation 40-60% Equity	35.74	2.23	0.15	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Novia Financial abrdn Elevate
abrdn MPS 3	GBP Allocation 60-80% Equity	45.26	3.13	0.15	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Novia Financial abrdn Elevate
abrdn MPS 4	GBP Allocation 60-80% Equity	57.07	4.14	0.15	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Novia Financial abrdn Elevate
abrdn MPS 5	GBP Allocation 80%+ Equity	64.44	5.17	0.15	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Novia Financial abrdn Elevate
abrdn Sustainable Index MPS 1	GBP Allocation 20-40% Equity	23.18		0.10	abrdn Wrap Quilter Transact Aviva Novia Financial abrdn Elevate
abrdn Sustainable Index MPS 2	GBP Allocation 40-60% Equity	33.47		0.10	abrdn Wrap Quilter Transact 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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