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: 31/01/2025

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
P1 Retirement Income Moderate	GBP Allocation 60-80% Equity	44.41	4.67	0.25	abrdn Wrap Quilter Transact Aviva M&G Wealth Nucleus 7IM Scottish Widows P1 Novia Global
P1 Wealth Accumulator Adventurous	GBP Allocation 80%+ Equity	64.00	6.43	0.25	Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Novia Financial Scottish Widows P1
P1 Wealth Accumulator Cautious	GBP Allocation 40-60% Equity	34.51	1.72	0.25	Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Novia Financial Scottish Widows P1
P1 Wealth Accumulator Cautious Moderate	GBP Allocation 40-60% Equity	45.96	3.26	0.25	Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Novia Financial Scottish Widows P1
P1 Wealth Accumulator Moderate	GBP Allocation 60-80% Equity	52.27	4.86	0.25	Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Novia Financial Scottish Widows P1
P1 Wealth Accumulator Moderate Adv	GBP Allocation 80%+ Equity	61.81	5.99	0.25	Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Novia Financial Scottish Widows P1
Pacific Adventurous	GBP Allocation 60-80% Equity	51.94	7.03	0.00	Quilter Transact Aviva M&G Wealth 7IM Novia Financial Parmenion Morningstar Wealth Hubwise abrdn Elevate Fundment
Pacific Adventurous Global	GBP Allocation 80%+ Equity	52.31	7.90	0.00	Transact Aviva
Pacific Adventurous Passive	GBP Allocation 80%+ Equity	56.95	7.72	0.15	Quilter Aviva
Pacific Aggressive	GBP Allocation 80%+ Equity	53.99	7.95	0.00	Quilter Transact Aviva 7IM Novia Financial Parmenion Morningstar Wealth abrdn Elevate Fundment
Pacific Aggressive Global	GBP Allocation 80%+ Equity	54.01	8.75	0.00	Transact
Pacific Aggressive Passive	Global Large-Cap Blend Equity	62.43	9.68	0.15	Quilter Aviva
Pacific Balanced	GBP Allocation 60-80% Equity	42.53	4.96	0.00	Quilter Transact Aviva M&G Wealth 7IM Novia Financial Parmenion Morningstar Wealth Hubwise abrdn Elevate Fundment
Pacific Balanced Global	GBP Allocation 60-80% Equity	42.85	5.62	0.00	Transact
Pacific Balanced Income	GBP Allocation 40-60% Equity	42.24	4.44	0.25	Aviva M&G Wealth Advance by Embark abrdn Elevate SEI Wealth Novia Global
Pacific Balanced Passive	GBP Allocation 60-80% Equity	46.90	5.28	0.15	Quilter Aviva
Pacific Conservative	GBP Allocation 40-60% Equity	33.97	2.76	0.00	Quilter Transact Aviva M&G Wealth 7IM Novia Financial Parmenion Morningstar Wealth Hubwise abrdn Elevate Fundment
Pacific Conservative Global	GBP Allocation 40-60% Equity	34.02	3.20	0.00	Transact
Pacific Conservative Passive	GBP Allocation 40-60% Equity	36.18	2.75	0.15	Quilter Aviva
Pacific Defensive	GBP Allocation 0-20% Equity	25.75	0.11	0.00	Quilter Transact Aviva M&G Wealth 7IM Novia Financial Parmenion Morningstar Wealth Hubwise abrdn Elevate Fundment

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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