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
Schroder Active Portfolio 7	GBP Allocation 60-80% Equity	52.56	3.69	0.15	abrdn Wrap Quilter Transact Aviva Nucleus 7IM Novia Financial Fusion
Schroder Active Portfolio 8	GBP Allocation 80%+ Equity	61.05	4.27	0.15	abrdn Wrap Quilter Transact Aviva Nucleus 7IM Novia Financial Fusion
Schroder Active Portfolio 9	GBP Allocation 80%+ Equity	66.56	3.96	0.15	abrdn Wrap Quilter Transact Aviva Nucleus 7IM Novia Financial Fusion
Schroder Strategic Index Portfolio 10	Global Large-Cap Blend Equity		3.89	0.15	abrdn Wrap Quilter Transact James Hay Aviva M&G Wealth Nucleus 7IM Novia Financial Aegon ARC Fusion
Schroder Strategic Index Portfolio 2	GBP Allocation 0-20% Equity	11.78	-1.30	0.15	abrdn Wrap Quilter Transact James Hay Aviva M&G Wealth Nucleus 7IM Novia Financial Aegon ARC Fusion
Schroder Strategic Index Portfolio 3	GBP Allocation 20-40% Equity	18.90	-1.22	0.15	abrdn Wrap Quilter Transact James Hay Aviva M&G Wealth Nucleus 7IM Novia Financial Aegon ARC Fusion
Schroder Strategic Index Portfolio 4	GBP Allocation 40-60% Equity	29.28	0.49	0.15	abrdn Wrap Quilter Transact James Hay Aviva M&G Wealth Nucleus 7IM Novia Financial Aegon ARC Fusion
Schroder Strategic Index Portfolio 5	GBP Allocation 40-60% Equity	35.57	1.78	0.15	abrdn Wrap Quilter Transact James Hay Aviva M&G Wealth Nucleus 7IM Novia Financial Aegon ARC Fusion
Schroder Strategic Index Portfolio 6	GBP Allocation 60-80% Equity	45.08	3.38	0.15	abrdn Wrap Quilter Transact James Hay Aviva M&G Wealth Nucleus 7IM Novia Financial Aegon ARC Fusion
Schroder Strategic Index Portfolio 7	GBP Allocation 60-80% Equity	52.93	5.12	0.15	abrdn Wrap Quilter Transact James Hay Aviva M&G Wealth Nucleus 7IM Novia Financial Aegon ARC Fusion
Schroder Strategic Index Portfolio 8	GBP Allocation 80%+ Equity	61.04	6.55	0.15	abrdn Wrap Quilter Transact James Hay Aviva M&G Wealth Nucleus 7IM Novia Financial Aegon ARC Fusion
Schroder Strategic Index Portfolio 9	GBP Allocation 80%+ Equity	65.79	6.13	0.15	abrdn Wrap Quilter Transact James Hay Aviva M&G Wealth Nucleus 7IM Novia Financial Aegon ARC Fusion
Schroder Sustainable Portfolio 3	GBP Allocation 20-40% Equity	19.86	-0.80	0.15	abrdn Wrap Quilter Transact Aviva Nucleus 7IM Novia Financial Fusion
Schroder Sustainable Portfolio 4	GBP Allocation 40-60% Equity	28.24	-0.05	0.15	abrdn Wrap Quilter Transact Aviva Nucleus 7IM Novia Financial Fusion
Schroder Sustainable Portfolio 5	GBP Allocation 40-60% Equity	34.81	0.61	0.15	abrdn Wrap Quilter Transact Aviva Nucleus 7IM Novia Financial Fusion
Schroder Sustainable Portfolio 6	GBP Allocation 60-80% Equity	45.30	1.12	0.15	abrdn Wrap Quilter Transact Aviva Nucleus 7IM Novia Financial Fusion
Schroder Sustainable Portfolio 7	GBP Allocation 60-80% Equity	53.41	1.90	0.15	abrdn Wrap Quilter Transact Aviva Nucleus 7IM Novia Financial Fusion
Schroder Sustainable Portfolio 8	GBP Allocation 80%+ Equity	61.93	2.35	0.15	abrdn Wrap Quilter Transact Aviva Nucleus 7IM Novia Financial Fusion
Sparrows SCore Factor Bond Only (Hybrid)	Global Bond - GBP Hedged	8.17	-2.31	0.10	Transact Fidelity FundsNetwork Aviva M&G Wealth Nucleus 7IM Novia Financial Wealthtime Morningstar Wealth Hubwise Embark Fundment P1
Sparrows SCore Factor Equity 10 (Hybrid)	GBP Allocation 0-20% Equity	8.70	-1.38	0.10	Transact Fidelity FundsNetwork Aviva M&G Wealth Nucleus 7IM Novia Financial Wealthtime Morningstar Wealth Hubwise Embark Fundment P1

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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