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
8AM Legacy AQ MPS 7	GBP Allocation 80%+ Equity	62.15	1.44	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 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 Hubwise Aegon ARC Embark Fundment Fusion Morningstar Wealth International
8AM Legacy AQ Sustainable MPS 3	GBP Allocation 20-40% Equity	17.62		0.15	Quilter Fidelity FundsNetwork AJ Bell Investcentre Aviva Nucleus
8AM Legacy AQ Sustainable MPS 4	GBP Allocation 40-60% Equity	26.98		0.15	Quilter Fidelity FundsNetwork AJ Bell Investcentre Aviva Nucleus
8AM Legacy AQ Sustainable MPS 5	GBP Allocation 40-60% Equity	38.69		0.15	Quilter Fidelity FundsNetwork AJ Bell Investcentre Aviva Nucleus
8AM Legacy AQ Sustainable MPS 6	GBP Allocation 60-80% Equity	48.21		0.15	Quilter Fidelity FundsNetwork AJ Bell Investcentre Aviva Nucleus
8AM Legacy AQ Sustainable MPS 7	GBP Allocation 80%+ Equity	59.13		0.15	Quilter Fidelity FundsNetwork AJ Bell Investcentre Aviva Nucleus
abrdn Index MPS 1	GBP Allocation 20-40% Equity	17.95	0	0.10	abrdn Wrap Quilter Transact Fidelity FundsNetwork Aviva Novia Financial abrdn Elevate
abrdn Index MPS 2	GBP Allocation 40-60% Equity	29.70	2.01	0.10	abrdn Wrap Quilter Transact Fidelity FundsNetwork Aviva Novia Financial abrdn Elevate
abrdn Index MPS 3	GBP Allocation 60-80% Equity	40.91	4.23	0.10	abrdn Wrap Quilter Transact Fidelity FundsNetwork Aviva Novia Financial abrdn Elevate
abrdn Index MPS 4	GBP Allocation 60-80% Equity	52.94	5.81	0.10	abrdn Wrap Quilter Transact Fidelity FundsNetwork Aviva Novia Financial abrdn Elevate
abrdn Index MPS 5	GBP Allocation 80%+ Equity	65.02	8.15	0.10	abrdn Wrap Quilter Transact Fidelity FundsNetwork 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	18.38	0.28	0.15	Aegon abrdn Wrap Quilter Transact Fidelity FundsNetwork Aviva Novia Financial abrdn Elevate
abrdn MPS 2	GBP Allocation 40-60% Equity	29.63	2.83	0.15	Aegon abrdn Wrap Quilter Transact Fidelity FundsNetwork Aviva Novia Financial abrdn Elevate
abrdn MPS 3	GBP Allocation 60-80% Equity	40.77	4.30	0.15	Aegon abrdn Wrap Quilter Transact Fidelity FundsNetwork Aviva Novia Financial abrdn Elevate
abrdn MPS 4	GBP Allocation 60-80% Equity	53.09	5.92	0.15	Aegon abrdn Wrap Quilter Transact Fidelity FundsNetwork Aviva Novia Financial abrdn Elevate
abrdn MPS 5	GBP Allocation 80%+ Equity	64.92	7.56	0.15	Aegon abrdn Wrap Quilter Transact Fidelity FundsNetwork Aviva Novia Financial abrdn Elevate
abrdn Sustainable Index MPS 1	GBP Allocation 20-40% Equity	18.08		0.10	abrdn Wrap Quilter Transact Aviva Novia Financial abrdn Elevate
abrdn Sustainable Index MPS 2	GBP Allocation 40-60% Equity	30.08		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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