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 Responsible Equity 60 H	GBP Allocation 40-60% Equity	40.22	3.56	0.10	Transact Fidelity FundsNetwork Aviva M&G Wealth Nucleus 7IM Novia Financial Wealthtime Morningstar Wealth Hubwise Embark Fundment P1
Sparrows SCore Responsible Equity 70 H	GBP Allocation 60-80% Equity	47.14	4.68	0.10	Transact Fidelity FundsNetwork Aviva M&G Wealth Nucleus 7IM Novia Financial Wealthtime Morningstar Wealth Hubwise Embark Fundment P1
Sparrows SCore Responsible Equity 80 H	GBP Allocation 60-80% Equity	54.10	5.80	0.10	Transact Fidelity FundsNetwork Aviva M&G Wealth Nucleus 7IM Novia Financial Wealthtime Morningstar Wealth Hubwise Embark Fundment P1
Sparrows SCore Responsible Equity 90 H	GBP Allocation 80%+ Equity	61.09	6.92	0.10	Transact Fidelity FundsNetwork Aviva M&G Wealth Nucleus 7IM Novia Financial Wealthtime Morningstar Wealth Hubwise Embark Fundment P1
Sparrows SCore Responsible Equity Only H	Global Large-Cap Blend Equity		7.81	0.10	Transact Fidelity FundsNetwork Aviva M&G Wealth Nucleus 7IM Novia Financial Wealthtime Morningstar Wealth Hubwise Embark Fundment P1
Tatton Core Active	GBP Allocation 60-80% Equity	41.51	6.72	0.15	Aegon abrdn Wrap Quilter Transact Fidelity FundsNetwork AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Embark Amber
Tatton Core Aggressive	GBP Allocation 80%+ Equity	47.33	8.66	0.15	Aegon abrdn Wrap Quilter Transact Fidelity FundsNetwork AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Embark Amber
Tatton Core Balanced	GBP Allocation 40-60% Equity	35.00	4.36	0.15	Aegon abrdn Wrap Quilter Transact Fidelity FundsNetwork AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Embark Amber
Tatton Core Cautious	GBP Allocation 40-60% Equity	28.27	2.09	0.15	Aegon abrdn Wrap Quilter Transact Fidelity FundsNetwork AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Embark Amber
Tatton Core Defensive	GBP Allocation 20-40% Equity	19.52	-0.99	0.15	Aegon abrdn Wrap Quilter Transact Fidelity FundsNetwork AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Embark Amber
Tatton Core Global Equity	Global Large-Cap Blend Equity		8.18	0.15	Aegon abrdn Wrap Quilter Transact Fidelity FundsNetwork AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Embark Amber
Tatton Ethical Active	GBP Allocation 60-80% Equity	50.44	3.95	0.15	Aegon abrdn Wrap Quilter Transact Fidelity FundsNetwork AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Embark
Tatton Ethical Aggressive	GBP Allocation 80%+ Equity	57.36	5.31	0.15	Aegon abrdn Wrap Quilter Transact Fidelity FundsNetwork AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Embark Amber
Tatton Ethical Balanced	GBP Allocation 40-60% Equity	40.04	2.45	0.15	Aegon abrdn Wrap Quilter Transact Fidelity FundsNetwork AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Embark Amber
Tatton Ethical Cautious	GBP Allocation 40-60% Equity	29.89	1.05	0.15	Aegon abrdn Wrap Quilter Transact Fidelity FundsNetwork AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Embark Amber
Tatton Ethical Defensive	GBP Allocation 20-40% Equity	17.62	-0.66	0.15	Aegon abrdn Wrap Quilter Transact Fidelity FundsNetwork AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Embark Amber
Tatton Ethical Global Equity	Global Large-Cap Blend Equity		5.59	0.15	Aegon abrdn Wrap Quilter Transact Fidelity FundsNetwork AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Embark Amber
Tatton Global Core Active	GBP Allocation 60-80% Equity	37.21	5.87	0.15	Aegon abrdn Wrap Quilter Transact Fidelity FundsNetwork AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Embark Amber
Tatton Global Core Aggressive	GBP Allocation 80%+ Equity	44.10	7.67	0.15	Aegon abrdn Wrap Quilter Transact Fidelity FundsNetwork AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Embark Amber
Tatton Global Core Balanced	GBP Allocation 40-60% Equity	29.88	3.75	0.15	Aegon abrdn Wrap Quilter Transact Fidelity FundsNetwork AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Embark Amber

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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