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: 31/07/2024

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
abrdn Sustainable Index MPS 3	GBP Allocation 60-80% Equity	41.55		0.10	abrdn Wrap Quilter Transact Aviva Novia Financial abrdn Elevate
abrdn Sustainable Index MPS 4	GBP Allocation 60-80% Equity	53.69		0.10	abrdn Wrap Quilter Transact Aviva Novia Financial abrdn Elevate
abrdn Sustainable Index MPS 5	GBP Allocation 80%+ Equity	65.87		0.10	abrdn Wrap Quilter Transact Aviva Novia Financial abrdn Elevate
abrdn Sustainable MPS 1	GBP Allocation 20-40% Equity	18.73	-2.52	0.15	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva abrdn Elevate
abrdn Sustainable MPS 2	GBP Allocation 40-60% Equity	30.76	-1.87	0.15	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva abrdn Elevate
abrdn Sustainable MPS 3	GBP Allocation 60-80% Equity	42.01	-1.70	0.15	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva abrdn Elevate
abrdn Sustainable MPS 4	GBP Allocation 60-80% Equity	54.93	-1.02	0.15	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva abrdn Elevate
abrdn Sustainable MPS 5	GBP Allocation 80%+ Equity	67.45	-0.92	0.15	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva abrdn Elevate
AES Platform Model 10	Global Large-Cap Growth Equity		-1.01	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	17.89	-0.23	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	20.07	-0.26	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	29.99	-0.49	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	34.89	-0.37	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	38.50	-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 7	GBP Allocation 60-80% Equity	49.01	-0.41	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	51.14	-0.81	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	18.64	1.24	0.15	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva Morningstar Wealth
AJ Bell 'Pactive' MPS 2	GBP Allocation 40-60% Equity	27.90	2.52	0.15	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva Morningstar Wealth
AJ Bell 'Pactive' MPS 3	GBP Allocation 60-80% Equity	37.45	4.55	0.15	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva Morningstar Wealth
AJ Bell 'Pactive' MPS 4	GBP Allocation 60-80% Equity	47.17	5.21	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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