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
AJ Bell Passive MPS 4	GBP Allocation 60-80% Equity	47.93	6.90	0.15	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva Morningstar Wealth
AJ Bell Passive MPS 5	GBP Allocation 80%+ Equity	59.05	9.19	0.15	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva Morningstar Wealth
AJ Bell Passive MPS 6	GBP Allocation 80%+ Equity	60.70	8.78	0.15	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva Morningstar Wealth
AJ Bell Passive MPS Income 1	GBP Allocation 40-60% Equity	38.84	3.22	0.15	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva Morningstar Wealth
AJ Bell Passive MPS Income 2	GBP Allocation 80%+ Equity	60.19	6.76	0.15	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva Morningstar Wealth
AJ Bell Responsible MPS 1	GBP Allocation 20-40% Equity	17.39		0.15	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva Morningstar Wealth
AJ Bell Responsible MPS 2	GBP Allocation 40-60% Equity	28.25		0.15	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva Morningstar Wealth
AJ Bell Responsible MPS 3	GBP Allocation 60-80% Equity	39.19		0.15	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva Morningstar Wealth
AJ Bell Responsible MPS 4	GBP Allocation 60-80% Equity	49.54		0.15	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva Morningstar Wealth
AJ Bell Responsible MPS 5	GBP Allocation 80%+ Equity	60.20		0.15	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva Morningstar Wealth
AJ Bell Responsible MPS 6	GBP Allocation 80%+ Equity	62.54		0.15	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva Morningstar Wealth
Apollo Passive Plus Balanced	GBP Allocation 40-60% Equity	37.24	1.06	0.60	Aegon Novia Financial Morningstar Wealth
Apollo Passive Plus Cautious	GBP Allocation 20-40% Equity	23.87	0.55	0.60	Novia Financial Morningstar Wealth
Apollo Passive Plus Global Equity	Global Large-Cap Blend Equity		5.44	0.60	Fidelity FundsNetwork Aviva Novia Financial Morningstar Wealth
Apollo Passive Plus Growth	GBP Allocation 60-80% Equity	48.53	2.97	0.60	Fidelity FundsNetwork Aviva Novia Financial Morningstar Wealth
Avellemy Active 3	GBP Allocation 20-40% Equity	19.71	-1.34	0.36	abrdn Wrap Quilter Fidelity FundsNetwork Nucleus Advance by Embark Novia Financial Parmenion Aegon ARC
Avellemy Active 4	GBP Allocation 40-60% Equity	29.69	0.76	0.36	abrdn Wrap Quilter Fidelity FundsNetwork Nucleus Advance by Embark Novia Financial Parmenion Aegon ARC
Avellemy Active 5	GBP Allocation 60-80% Equity	41.85	2.69	0.36	abrdn Wrap Quilter Fidelity FundsNetwork Nucleus Advance by Embark Novia Financial Parmenion Aegon ARC
Avellemy Active 6	GBP Allocation 60-80% Equity	49.92	3.17	0.36	abrdn Wrap Quilter Fidelity FundsNetwork Nucleus Advance by Embark Novia Financial Parmenion Aegon ARC
Avellemy Active 7	GBP Allocation 80%+ Equity	59.86	3.88	0.36	abrdn Wrap Quilter Fidelity FundsNetwork Nucleus Advance by Embark Novia Financial Parmenion Aegon ARC

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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