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: 31/03/2025

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
P1 Retirement Income Moderate	GBP Allocation 60-80% Equity	44.94	3.20	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	65.16	4.26	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	34.50	1.20	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	46.40	2.14	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	53.10	3.29	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	62.72	3.97	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	51.99	4.98	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	52.28	5.15	0.00	Transact Aviva
Pacific Adventurous Passive	GBP Allocation 80%+ Equity	56.97	5.66	0.15	Quilter Aviva
Pacific Aggressive	GBP Allocation 80%+ Equity	54.02	5.39	0.00	Quilter Transact Aviva 7IM Novia Financial Parmenion Morningstar Wealth abrdn Elevate Fundment
Pacific Aggressive Global	GBP Allocation 80%+ Equity	54.07	5.57	0.00	Transact
Pacific Aggressive Passive	Global Large-Cap Blend Equity	62.53	6.54	0.15	Quilter Aviva
Pacific Balanced	GBP Allocation 60-80% Equity	42.59	3.70	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	43.08	3.88	0.00	Transact
Pacific Balanced Income	GBP Allocation 40-60% Equity	42.62	3.77	0.25	Aviva M&G Wealth Advance by Embark abrdn Elevate SEI Wealth Novia Global
Pacific Balanced Passive	GBP Allocation 60-80% Equity	46.92	3.98	0.15	Quilter Aviva
Pacific Conservative	GBP Allocation 40-60% Equity	34.01	2.13	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	34.01	2.23	0.00	Transact
Pacific Conservative Passive	GBP Allocation 40-60% Equity	36.22	2.17	0.15	Quilter Aviva
Pacific Defensive	GBP Allocation 0-20% Equity	25.61	0.15	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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