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: 30/11/2024

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
abrdn Sustainable Index MPS 3	GBP Allocation 60-80% Equity	42.68		0.10	abrdn Wrap Quilter Transact Aviva Novia Financial abrdn Elevate
abrdn Sustainable Index MPS 4	GBP Allocation 60-80% Equity	46.84		0.10	abrdn Wrap Quilter Transact Aviva Novia Financial abrdn Elevate
abrdn Sustainable Index MPS 5	GBP Allocation 80%+ Equity	55.93		0.10	abrdn Wrap Quilter Transact Aviva Novia Financial abrdn Elevate
abrdn Sustainable MPS 1	GBP Allocation 20-40% Equity	25.24	-1.97	0.15	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva abrdn Elevate
abrdn Sustainable MPS 2	GBP Allocation 40-60% Equity	39.67	-1.43	0.15	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva abrdn Elevate
abrdn Sustainable MPS 3	GBP Allocation 60-80% Equity	53.40	-1.34	0.15	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva abrdn Elevate
abrdn Sustainable MPS 4	GBP Allocation 60-80% Equity	66.32	-0.68	0.15	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva abrdn Elevate
abrdn Sustainable MPS 5	GBP Allocation 80%+ Equity	78.37	-0.83	0.15	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva abrdn Elevate
AES Platform Model 10	Global Large-Cap Growth Equity	76.80	-0.68	0.50	Aegon Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus True Potential Novia Financial abrdn Elevate Novia Global
AES Platform Model 2	GBP Allocation 0-20% Equity	25.79	0.44	0.50	Aegon Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus True Potential Novia Financial abrdn Elevate Novia Global
AES Platform Model 3	GBP Allocation 20-40% Equity	28.84	0.38	0.50	Aegon Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus True Potential Novia Financial abrdn Elevate Novia Global
AES Platform Model 4	GBP Allocation 40-60% Equity	42.29	-0.05	0.50	Aegon Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus True Potential Novia Financial abrdn Elevate Novia Global
AES Platform Model 5	GBP Allocation 40-60% Equity	49.38	0.02	0.50	Aegon Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus True Potential Novia Financial abrdn Elevate Novia Global
AES Platform Model 6	GBP Allocation 60-80% Equity	54.19	-0.07	0.50	Aegon Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus True Potential Novia Financial abrdn Elevate Novia Global
AES Platform Model 7	GBP Allocation 60-80% Equity	62.00	-0.09	0.50	Aegon Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus True Potential Novia Financial abrdn Elevate Novia Global
AES Platform Model 8	GBP Allocation 80%+ Equity	66.37	-0.39	0.50	Aegon Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus True Potential Novia Financial abrdn Elevate Novia Global
AJ Bell 'Pactive' MPS 1	GBP Allocation 20-40% Equity	24.29	1.38	0.15	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva Morningstar Wealth
AJ Bell 'Pactive' MPS 2	GBP Allocation 40-60% Equity	32.81	2.47	0.15	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva Morningstar Wealth
AJ Bell 'Pactive' MPS 3	GBP Allocation 60-80% Equity	42.30	4.39	0.15	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva Morningstar Wealth
AJ Bell 'Pactive' MPS 4	GBP Allocation 60-80% Equity	49.79	4.95	0.15	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva Morningstar Wealth

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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