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
abrdn MPS 1	GBP Allocation 20-40% Equity	18.56	-1.70	0.25	Aegon abrdn Wrap Quilter Transact Fidelity FundsNetwork Aviva Novia Financial abrdn Elevate
abrdn MPS 2	GBP Allocation 40-60% Equity	26.47	1.60	0.25	Aegon abrdn Wrap Quilter Transact Fidelity FundsNetwork Aviva Novia Financial abrdn Elevate
abrdn MPS 3	GBP Allocation 60-80% Equity	33.75	3.80	0.25	Aegon abrdn Wrap Quilter Transact Fidelity FundsNetwork Aviva Novia Financial abrdn Elevate
abrdn MPS 4	GBP Allocation 60-80% Equity	42.63	6.47	0.25	Aegon abrdn Wrap Quilter Transact Fidelity FundsNetwork Aviva Novia Financial abrdn Elevate
abrdn MPS 5	GBP Allocation 80%+ Equity	47.82	8.57	0.25	Aegon abrdn Wrap Quilter Transact Fidelity FundsNetwork Aviva Novia Financial abrdn Elevate
abrdn Sustainable Index MPS 1	GBP Allocation 20-40% Equity			0.10	abrdn Wrap Quilter Transact Aviva Novia Financial abrdn Elevate
abrdn Sustainable Index MPS 2	GBP Allocation 40-60% Equity			0.10	abrdn Wrap Quilter Transact Aviva Novia Financial abrdn Elevate
abrdn Sustainable Index MPS 3	GBP Allocation 60-80% Equity			0.10	abrdn Wrap Quilter Transact Aviva Novia Financial abrdn Elevate
abrdn Sustainable Index MPS 4	GBP Allocation 60-80% Equity			0.10	abrdn Wrap Quilter Transact Aviva Novia Financial abrdn Elevate
abrdn Sustainable Index MPS 5	GBP Allocation 80%+ Equity			0.10	abrdn Wrap Quilter Transact Aviva Novia Financial abrdn Elevate
abrdn Sustainable MPS 1	GBP Allocation 20-40% Equity	18.13	-4.79	0.20	abrdn Wrap Quilter Transact Fidelity FundsNetwork Aviva abrdn Elevate
abrdn Sustainable MPS 2	GBP Allocation 40-60% Equity	28.24	-2.77	0.20	abrdn Wrap Quilter Transact Fidelity FundsNetwork Aviva abrdn Elevate
abrdn Sustainable MPS 3	GBP Allocation 60-80% Equity	38.27	-1.43	0.20	abrdn Wrap Quilter Transact Fidelity FundsNetwork Aviva abrdn Elevate
abrdn Sustainable MPS 4	GBP Allocation 60-80% Equity	43.59	0.10	0.20	abrdn Wrap Quilter Transact Fidelity FundsNetwork Aviva abrdn Elevate
abrdn Sustainable MPS 5	GBP Allocation 80%+ Equity	52.65	0.93	0.20	abrdn Wrap Quilter Transact Fidelity FundsNetwork Aviva abrdn Elevate
AES Platform Model 10	Global Large-Cap Growth Equity		0.24	0.50	Aegon Quilter Transact Fidelity FundsNetwork Aviva M&G Wealth Nucleus True Potential Novia Financial abrdn Elevate Novia Global
AES Platform Model 2	GBP Allocation 0-20% Equity	21.01	-0.78	0.50	Aegon Quilter Transact Fidelity FundsNetwork Aviva M&G Wealth Nucleus True Potential Novia Financial abrdn Elevate Novia Global
AES Platform Model 3	GBP Allocation 20-40% Equity	22.81	-0.77	0.50	Aegon Quilter Transact Fidelity FundsNetwork Aviva M&G Wealth Nucleus True Potential Novia Financial abrdn Elevate Novia Global
AES Platform Model 4	GBP Allocation 40-60% Equity	31.97	-0.23	0.50	Aegon Quilter Transact Fidelity FundsNetwork Aviva M&G Wealth Nucleus True Potential Novia Financial abrdn Elevate Novia Global
AES Platform Model 5	GBP Allocation 40-60% Equity	36.44	0.21	0.50	Aegon Quilter Transact Fidelity FundsNetwork Aviva M&G Wealth Nucleus True Potential Novia Financial abrdn Elevate Novia Global

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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