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
Sparrows SCore Factor Equity 20 (Hybrid)	GBP Allocation 0-20% Equity	11.20	-0.45	0.10	Transact Fidelity FundsNetwork Aviva M&G Wealth Nucleus 7IM Novia Financial Wealthtime Morningstar Wealth Hubwise Embark Fundment P1
Sparrows SCore Factor Equity 30 (Hybrid)	GBP Allocation 20-40% Equity	14.99	0.46	0.10	Transact Fidelity FundsNetwork Aviva M&G Wealth Nucleus 7IM Novia Financial Wealthtime Morningstar Wealth Hubwise Embark Fundment P1
Sparrows SCore Factor Equity 40 (Hybrid)	GBP Allocation 20-40% Equity	18.78	1.91	0.10	Transact Fidelity FundsNetwork Aviva M&G Wealth Nucleus 7IM Novia Financial Wealthtime Morningstar Wealth Hubwise Embark Fundment P1
Sparrows SCore Factor Equity 50 (Hybrid)	GBP Allocation 40-60% Equity	23.36	2.95	0.10	Transact Fidelity FundsNetwork Aviva M&G Wealth Nucleus 7IM Novia Financial Wealthtime Morningstar Wealth Hubwise Embark Fundment P1
Sparrows SCore Factor Equity 60 (Hybrid)	GBP Allocation 40-60% Equity	27.05	3.99	0.10	Transact Fidelity FundsNetwork Aviva M&G Wealth Nucleus 7IM Novia Financial Wealthtime Morningstar Wealth Hubwise Embark Fundment P1
Sparrows SCore Factor Equity 70 (Hybrid)	GBP Allocation 60-80% Equity	30.86	4.51	0.10	Transact Fidelity FundsNetwork Aviva M&G Wealth Nucleus 7IM Novia Financial Wealthtime Morningstar Wealth Hubwise Embark Fundment P1
Sparrows SCore Factor Equity 80 (Hybrid)	GBP Allocation 60-80% Equity	34.13	5.47	0.10	Transact Fidelity FundsNetwork Aviva M&G Wealth Nucleus 7IM Novia Financial Wealthtime Morningstar Wealth Hubwise Embark Fundment P1
Sparrows SCore Factor Equity 90 (Hybrid)	GBP Allocation 80%+ Equity	37.86	6.42	0.10	Transact Fidelity FundsNetwork Aviva M&G Wealth Nucleus 7IM Novia Financial Wealthtime Morningstar Wealth Hubwise Embark Fundment P1
Sparrows SCore Factor Equity Only (H)	Global Large-Cap Blend Equity		7.19	0.10	Transact Fidelity FundsNetwork Aviva M&G Wealth Nucleus 7IM Novia Financial Wealthtime Morningstar Wealth Hubwise Embark Fundment P1
Sparrows SCore Market Equity 20 (Funds)	GBP Allocation 0-20% Equity	13.44		0.10	Transact Fidelity FundsNetwork Aviva M&G Wealth Nucleus 7IM Novia Financial Wealthtime Morningstar Wealth Hubwise Embark Fundment P1
Sparrows SCore Market Equity 40 (Funds)	GBP Allocation 20-40% Equity	26.43		0.10	Transact Fidelity FundsNetwork Aviva M&G Wealth Nucleus 7IM Novia Financial Wealthtime Morningstar Wealth Hubwise Embark Fundment P1
Sparrows SCore Market Equity 60 (Funds)	GBP Allocation 40-60% Equity	40.14		0.10	Transact Fidelity FundsNetwork Aviva M&G Wealth Nucleus 7IM Novia Financial Wealthtime Morningstar Wealth Hubwise Embark Fundment P1
Sparrows SCore Market Equity 80 (Funds)	GBP Allocation 60-80% Equity	54.02		0.10	Transact Fidelity FundsNetwork Aviva M&G Wealth Nucleus 7IM Novia Financial Wealthtime Morningstar Wealth Hubwise Embark Fundment P1
Sparrows SCore Market Equity Only (Fund)	Global Large-Cap Blend Equity			0.10	Transact Fidelity FundsNetwork Aviva M&G Wealth Nucleus 7IM Novia Financial Wealthtime Morningstar Wealth Hubwise Embark Fundment P1
Sparrows SCore Responsible Bond Only H	Global Bond - GBP Hedged	9.02	-3.35	0.10	Transact Fidelity FundsNetwork Aviva M&G Wealth Nucleus 7IM Novia Financial Wealthtime Morningstar Wealth Hubwise Embark Fundment P1
Sparrows SCore Responsible Equity 10 H	GBP Allocation 0-20% Equity	9.71	-2.18	0.10	Transact Fidelity FundsNetwork Aviva M&G Wealth Nucleus 7IM Novia Financial Wealthtime Morningstar Wealth Hubwise Embark Fundment P1
Sparrows SCore Responsible Equity 20 H	GBP Allocation 0-20% Equity	14.11	-1.02	0.10	Transact Fidelity FundsNetwork Aviva M&G Wealth Nucleus 7IM Novia Financial Wealthtime Morningstar Wealth Hubwise Embark Fundment P1
Sparrows SCore Responsible Equity 30 H	GBP Allocation 20-40% Equity	20.10	0.13	0.10	Transact Fidelity FundsNetwork Aviva M&G Wealth Nucleus 7IM Novia Financial Wealthtime Morningstar Wealth Hubwise Embark Fundment P1
Sparrows SCore Responsible Equity 40 H	GBP Allocation 20-40% Equity	26.62	1.28	0.10	Transact Fidelity FundsNetwork Aviva M&G Wealth Nucleus 7IM Novia Financial Wealthtime Morningstar Wealth Hubwise Embark Fundment P1
Sparrows SCore Responsible Equity 50 H	GBP Allocation 40-60% Equity	33.37	2.42	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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