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
AES Platform Model 6	GBP Allocation 60-80% Equity	42.46	0.47	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	50.33	0.72	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	52.50	0.35	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	17.34	-0.01	0.15	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva Morningstar Wealth
AJ Bell 'Pactive' MPS 2	GBP Allocation 40-60% Equity	28.06	1.64	0.15	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva Morningstar Wealth
AJ Bell 'Pactive' MPS 3	GBP Allocation 60-80% Equity	37.92	4.34	0.15	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva Morningstar Wealth
AJ Bell 'Pactive' MPS 4	GBP Allocation 60-80% Equity	47.00	5.79	0.15	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva Morningstar Wealth
AJ Bell 'Pactive' MPS 5	GBP Allocation 80%+ Equity	57.95	7.64	0.15	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva Morningstar Wealth
AJ Bell 'Pactive' MPS 6	GBP Allocation 80%+ Equity	59.20	7.68	0.15	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva Morningstar Wealth
AJ Bell Active MPS 1	GBP Allocation 20-40% Equity	17.74	-0.11	0.15	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva Morningstar Wealth
AJ Bell Active MPS 2	GBP Allocation 40-60% Equity	28.53	1.71	0.15	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva Morningstar Wealth
AJ Bell Active MPS 3	GBP Allocation 60-80% Equity	38.41	4.31	0.15	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva Morningstar Wealth
AJ Bell Active MPS 4	GBP Allocation 60-80% Equity	47.27	5.07	0.15	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva Morningstar Wealth
AJ Bell Active MPS 5	GBP Allocation 80%+ Equity	58.25	6.58	0.15	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva Morningstar Wealth
AJ Bell Active MPS 6	GBP Allocation 80%+ Equity	58.87	7.38	0.15	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva Morningstar Wealth
AJ Bell Active MPS Income 1	GBP Allocation 40-60% Equity	37.98	3.32	0.15	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva Morningstar Wealth
AJ Bell Active MPS Income 2	GBP Allocation 80%+ Equity	58.91	6.73	0.15	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva Morningstar Wealth
AJ Bell Passive MPS 1	GBP Allocation 20-40% Equity	17.56	0.77	0.15	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva Morningstar Wealth
AJ Bell Passive MPS 2	GBP Allocation 40-60% Equity	28.33	2.27	0.15	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva Morningstar Wealth
AJ Bell Passive MPS 3	GBP Allocation 60-80% Equity	37.83	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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