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: 31/12/2024

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
8AM Legacy AQ Classic 7	GBP Allocation 80%+ Equity	60.92	1.73	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 Classic 8	Global Large-Cap Blend Equity		1.30	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
abrdn Index MPS 1	GBP Allocation 20-40% Equity	23.46	0.08	0.10	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Novia Financial abrdn Elevate
abrdn Index MPS 2	GBP Allocation 40-60% Equity	32.82	1.93	0.10	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Novia Financial abrdn Elevate
abrdn Index MPS 3	GBP Allocation 60-80% Equity	42.85	3.52	0.10	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Novia Financial abrdn Elevate
abrdn Index MPS 4	GBP Allocation 60-80% Equity	50.61	4.84	0.10	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Novia Financial abrdn Elevate
abrdn Index MPS 5	GBP Allocation 80%+ Equity	54.97	6.89	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	27.51	0.44	0.15	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Novia Financial abrdn Elevate
abrdn MPS 2	GBP Allocation 40-60% Equity	37.19	2.27	0.15	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Novia Financial abrdn Elevate
abrdn MPS 3	GBP Allocation 60-80% Equity	46.56	3.06	0.15	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Novia Financial abrdn Elevate
abrdn MPS 4	GBP Allocation 60-80% Equity	55.84	4.20	0.15	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Novia Financial abrdn Elevate
abrdn MPS 5	GBP Allocation 80%+ Equity	62.85	5.27	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	22.77		0.10	abrdn Wrap Quilter Transact Aviva Novia Financial abrdn Elevate
abrdn Sustainable Index MPS 2	GBP Allocation 40-60% Equity	32.64		0.10	abrdn Wrap Quilter Transact Aviva Novia Financial abrdn Elevate
abrdn Sustainable Index MPS 3	GBP Allocation 60-80% Equity	42.50		0.10	abrdn Wrap Quilter Transact Aviva Novia Financial abrdn Elevate
abrdn Sustainable Index MPS 4	GBP Allocation 60-80% Equity	46.77		0.10	abrdn Wrap Quilter Transact Aviva Novia Financial abrdn Elevate
abrdn Sustainable Index MPS 5	GBP Allocation 80%+ Equity	55.70		0.10	abrdn Wrap Quilter Transact Aviva Novia Financial abrdn Elevate
abrdn Sustainable MPS 1	GBP Allocation 20-40% Equity	25.20	-2.17	0.15	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva abrdn Elevate
abrdn Sustainable MPS 2	GBP Allocation 40-60% Equity	39.39	-1.98	0.15	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva 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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