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: 29/02/2024

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
abrdn Sustainable Index MPS 3	GBP Allocation 60-80% Equity	41.43		0.10	abrdn Wrap Quilter Transact Aviva Novia Financial abrdn Elevate
abrdn Sustainable Index MPS 4	GBP Allocation 60-80% Equity	53.44		0.10	abrdn Wrap Quilter Transact Aviva Novia Financial abrdn Elevate
abrdn Sustainable Index MPS 5	GBP Allocation 80%+ Equity	65.67		0.10	abrdn Wrap Quilter Transact Aviva Novia Financial abrdn Elevate
abrdn Sustainable MPS 1	GBP Allocation 20-40% Equity	18.07	-2.36	0.15	abrdn Wrap Quilter Transact Fidelity FundsNetwork Aviva abrdn Elevate
abrdn Sustainable MPS 2	GBP Allocation 40-60% Equity	29.91	-1.19	0.15	abrdn Wrap Quilter Transact Fidelity FundsNetwork Aviva abrdn Elevate
abrdn Sustainable MPS 3	GBP Allocation 60-80% Equity	40.83	-0.63	0.15	abrdn Wrap Quilter Transact Fidelity FundsNetwork Aviva abrdn Elevate
abrdn Sustainable MPS 4	GBP Allocation 60-80% Equity	53.15	0.31	0.15	abrdn Wrap Quilter Transact Fidelity FundsNetwork Aviva abrdn Elevate
abrdn Sustainable MPS 5	GBP Allocation 80%+ Equity	65.48	0.65	0.15	abrdn Wrap Quilter Transact Fidelity FundsNetwork Aviva abrdn Elevate
AES Platform Model 10	Global Large-Cap Growth Equity		0.86	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	21.19	0.11	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	22.90	0.20	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	31.98	0.49	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	36.08	0.89	0.50	Aegon Quilter Transact Fidelity FundsNetwork Aviva M&G Wealth Nucleus True Potential Novia Financial abrdn Elevate Novia Global
AES Platform Model 6	GBP Allocation 60-80% Equity	41.94	1.06	0.50	Aegon Quilter Transact Fidelity FundsNetwork Aviva M&G Wealth Nucleus True Potential Novia Financial abrdn Elevate Novia Global
AES Platform Model 7	GBP Allocation 60-80% Equity	49.69	1.33	0.50	Aegon Quilter Transact Fidelity FundsNetwork Aviva M&G Wealth Nucleus True Potential Novia Financial abrdn Elevate Novia Global
AES Platform Model 8	GBP Allocation 80%+ Equity	51.87	0.88	0.50	Aegon Quilter Transact Fidelity FundsNetwork Aviva M&G Wealth Nucleus True Potential Novia Financial abrdn Elevate Novia Global
AJ Bell 'Pactive' MPS 1	GBP Allocation 20-40% Equity	17.81	1.33	0.15	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva Morningstar Wealth
AJ Bell 'Pactive' MPS 2	GBP Allocation 40-60% Equity	27.77	2.58	0.15	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva Morningstar Wealth
AJ Bell 'Pactive' MPS 3	GBP Allocation 60-80% Equity	37.80	4.48	0.15	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva Morningstar Wealth
AJ Bell 'Pactive' MPS 4	GBP Allocation 60-80% Equity	47.28	5.34	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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