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: 31/10/2024

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
PortfolioMetrix Core Hybrid 2	GBP Allocation 20-40% Equity	28.99	1.99	0.00	Aegon abrdn Wrap Quilter Fidelity Adviser Solutions AJ Bell Investcentre Aviva 7IM Novia Financial Parmenion Aegon ARC Scottish Widows Fundment P1
PortfolioMetrix Core Hybrid 3	GBP Allocation 20-40% Equity	36.60	2.16	0.00	Aegon abrdn Wrap Quilter Fidelity Adviser Solutions AJ Bell Investcentre Aviva 7IM Novia Financial Parmenion Aegon ARC Scottish Widows Fundment P1
PortfolioMetrix Core Hybrid 4	GBP Allocation 40-60% Equity	44.62	2.34	0.00	Aegon abrdn Wrap Quilter Fidelity Adviser Solutions AJ Bell Investcentre Aviva 7IM Novia Financial Parmenion Aegon ARC Scottish Widows Fundment P1
PortfolioMetrix Core Hybrid 5	GBP Allocation 60-80% Equity	52.46	3.19	0.00	Aegon abrdn Wrap Quilter Fidelity Adviser Solutions AJ Bell Investcentre Aviva 7IM Novia Financial Parmenion Aegon ARC Scottish Widows Fundment P1
PortfolioMetrix Core Hybrid 6	GBP Allocation 60-80% Equity	60.09	3.97	0.00	Aegon abrdn Wrap Quilter Fidelity Adviser Solutions AJ Bell Investcentre Aviva 7IM Novia Financial Parmenion Aegon ARC Scottish Widows Fundment P1
PortfolioMetrix Core Hybrid 7	GBP Allocation 80%+ Equity	65.57	4.73	0.00	Aegon abrdn Wrap Quilter Fidelity Adviser Solutions AJ Bell Investcentre Aviva 7IM Novia Financial Parmenion Aegon ARC Scottish Widows Fundment P1
PortfolioMetrix Core Passive 1	GBP Allocation 0-20% Equity	20.99	1.84	0.00	Aegon abrdn Wrap Quilter Fidelity Adviser Solutions AJ Bell Investcentre Aviva 7IM Novia Financial Parmenion Aegon ARC Scottish Widows Fundment P1
PortfolioMetrix Core Passive 2	GBP Allocation 20-40% Equity	27.14	2.09	0.00	Aegon abrdn Wrap Quilter Fidelity Adviser Solutions AJ Bell Investcentre Aviva 7IM Novia Financial Parmenion Aegon ARC Scottish Widows Fundment P1
PortfolioMetrix Core Passive 3	GBP Allocation 20-40% Equity	34.01	2.35	0.00	Aegon abrdn Wrap Quilter Fidelity Adviser Solutions AJ Bell Investcentre Aviva 7IM Novia Financial Parmenion Aegon ARC Scottish Widows Fundment P1
PortfolioMetrix Core Passive 4	GBP Allocation 40-60% Equity	40.95	2.61	0.00	Aegon abrdn Wrap Quilter Fidelity Adviser Solutions AJ Bell Investcentre Aviva 7IM Novia Financial Parmenion Aegon ARC Scottish Widows Fundment P1
PortfolioMetrix Core Passive 5	GBP Allocation 60-80% Equity	48.68	3.70	0.00	Aegon abrdn Wrap Quilter Fidelity Adviser Solutions AJ Bell Investcentre Aviva 7IM Novia Financial Parmenion Aegon ARC Scottish Widows Fundment P1
PortfolioMetrix Core Passive 6	GBP Allocation 60-80% Equity	56.61	4.74	0.00	Aegon abrdn Wrap Quilter Fidelity Adviser Solutions AJ Bell Investcentre Aviva 7IM Novia Financial Parmenion Aegon ARC Scottish Widows Fundment P1
PortfolioMetrix Core Passive 7	GBP Allocation 80%+ Equity	62.54	5.76	0.00	Aegon abrdn Wrap Quilter Fidelity Adviser Solutions AJ Bell Investcentre Aviva 7IM Novia Financial Parmenion Aegon ARC Scottish Widows Fundment P1
PortfolioMetrix Global Passive 1	GBP Allocation 0-20% Equity			0.25	Aegon abrdn Wrap Quilter Fidelity Adviser Solutions AJ Bell Investcentre Aviva 7IM Novia Financial Parmenion Aegon ARC Scottish Widows Fundment P1
PortfolioMetrix Global Passive 2	GBP Allocation 20-40% Equity			0.25	Aegon abrdn Wrap Quilter Fidelity Adviser Solutions AJ Bell Investcentre Aviva 7IM Novia Financial Parmenion Aegon ARC Scottish Widows Fundment P1
PortfolioMetrix Global Passive 3	GBP Allocation 40-60% Equity	27.80		0.25	Aegon abrdn Wrap Quilter Fidelity Adviser Solutions AJ Bell Investcentre Aviva 7IM Novia Financial Parmenion Aegon ARC Scottish Widows Fundment P1
PortfolioMetrix Global Passive 4	GBP Allocation 40-60% Equity	36.44		0.25	Aegon abrdn Wrap Quilter Fidelity Adviser Solutions AJ Bell Investcentre Aviva 7IM Novia Financial Parmenion Aegon ARC Scottish Widows Fundment P1
PortfolioMetrix Global Passive 5	GBP Allocation 60-80% Equity	45.48		0.25	Aegon abrdn Wrap Quilter Fidelity Adviser Solutions AJ Bell Investcentre Aviva 7IM Novia Financial Parmenion Aegon ARC Scottish Widows Fundment P1
PortfolioMetrix Global Passive 6	GBP Allocation 80%+ Equity	54.63		0.25	Aegon abrdn Wrap Quilter Fidelity Adviser Solutions AJ Bell Investcentre Aviva 7IM Novia Financial Parmenion Aegon ARC Scottish Widows Fundment P1
PortfolioMetrix Global Passive 7	Global Large-Cap Blend Equity			0.25	Aegon abrdn Wrap Quilter Fidelity Adviser Solutions AJ Bell Investcentre Aviva 7IM Novia Financial Parmenion Aegon ARC Scottish Widows 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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