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: 31/10/2025

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
Aberdeen Sustainable MPS 3	GBP Allocation 60-80% Equity	52.91	5.99	0.15	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva abrdn Elevate
Aberdeen Sustainable MPS 4	GBP Allocation 60-80% Equity	65.56	6.48	0.15	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva abrdn Elevate
Aberdeen Sustainable MPS 5	GBP Allocation 80%+ Equity	77.15	6.68	0.15	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva abrdn Elevate
AES Platform Model 10	Global Large-Cap Growth Equity	71.16	9.80	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	24.38	6.74	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	27.48	6.98	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	40.35	7.89	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	47.29	8.78	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	51.74	8.84	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	58.90	9.38	0.50	Aegon Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus True Potential Novia Financial abrdn Elevate Novia Global
AES Platform Model 8	GBP Allocation 80%+ Equity	61.92	9.48	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	24.96	6.04	0.15	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva Morningstar Wealth
AJ Bell 'Pactive' MPS 2	GBP Allocation 40-60% Equity	34.62	8.33	0.15	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva Morningstar Wealth
AJ Bell 'Pactive' MPS 3	GBP Allocation 60-80% Equity	44.27	10.15	0.15	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva Morningstar Wealth
AJ Bell 'Pactive' MPS 4	GBP Allocation 60-80% Equity	51.73	11.52	0.15	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva Morningstar Wealth
AJ Bell 'Pactive' MPS 5	GBP Allocation 80%+ Equity	56.98	13.10	0.15	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva Morningstar Wealth
AJ Bell 'Pactive' MPS 6	GBP Allocation 80%+ Equity	61.99	12.73	0.15	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva Morningstar Wealth
AJ Bell Active MPS 1	GBP Allocation 20-40% Equity	25.79	6.60	0.15	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva Morningstar Wealth
AJ Bell Active MPS 2	GBP Allocation 40-60% Equity	35.69	8.98	0.15	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva Morningstar Wealth
AJ Bell Active MPS 3	GBP Allocation 60-80% Equity	44.27	10.62	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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