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
Timeline Classic 50	GBP Allocation 40-60% Equity	31.61	4.07	0.09	abrdn Wrap Quilter Transact Fidelity FundsNetwork Aviva Nucleus 7IM True Potential Novia Financial Wealthtime Aegon ARC Fundment Fusion
Timeline Classic 60	GBP Allocation 40-60% Equity	36.67	5.34	0.09	abrdn Wrap Quilter Transact Fidelity FundsNetwork Aviva Nucleus 7IM True Potential Novia Financial Wealthtime Aegon ARC Fundment Fusion
Timeline Classic 70	GBP Allocation 60-80% Equity	41.71	6.53	0.09	abrdn Wrap Quilter Transact Fidelity FundsNetwork Aviva Nucleus 7IM True Potential Novia Financial Wealthtime Aegon ARC Fundment Fusion
Timeline Classic 80	GBP Allocation 60-80% Equity	46.60	7.64	0.09	abrdn Wrap Quilter Transact Fidelity FundsNetwork Aviva Nucleus 7IM True Potential Novia Financial Wealthtime Aegon ARC Fundment Fusion
Timeline Classic 90	GBP Allocation 80%+ Equity	50.67	8.68	0.09	abrdn Wrap Quilter Transact Fidelity FundsNetwork Aviva Nucleus 7IM True Potential Novia Financial Wealthtime Aegon ARC Fundment Fusion
Timeline ESG Classic 0	Global Bond - GBP Hedged	11.50	-4.31	0.09	abrdn Wrap Quilter Transact Fidelity FundsNetwork Aviva Nucleus 7IM True Potential Novia Financial Wealthtime Aegon ARC Fundment Fusion
Timeline ESG Classic 10	GBP Allocation 0-20% Equity	12.10	-3.18	0.09	abrdn Wrap Quilter Transact Fidelity FundsNetwork Aviva Nucleus 7IM True Potential Novia Financial Wealthtime Aegon ARC Fundment Fusion
Timeline ESG Classic 100	Global Large-Cap Blend Equity		6.02	0.09	abrdn Wrap Quilter Transact Fidelity FundsNetwork Aviva Nucleus 7IM True Potential Novia Financial Wealthtime Aegon ARC Fundment Fusion
Timeline ESG Classic 20	GBP Allocation 0-20% Equity	15.20	-2.06	0.09	abrdn Wrap Quilter Transact Fidelity FundsNetwork Aviva Nucleus 7IM True Potential Novia Financial Wealthtime Aegon ARC Fundment Fusion
Timeline ESG Classic 30	GBP Allocation 20-40% Equity	20.62	-0.97	0.09	abrdn Wrap Quilter Transact Fidelity FundsNetwork Aviva Nucleus 7IM True Potential Novia Financial Wealthtime Aegon ARC Fundment Fusion
Timeline ESG Classic 40	GBP Allocation 20-40% Equity	27.00	0.11	0.09	abrdn Wrap Quilter Transact Fidelity FundsNetwork Aviva Nucleus 7IM True Potential Novia Financial Wealthtime Aegon ARC Fundment Fusion
Timeline ESG Classic 50	GBP Allocation 40-60% Equity	33.80	1.17	0.09	abrdn Wrap Quilter Transact Fidelity FundsNetwork Aviva Nucleus 7IM True Potential Novia Financial Wealthtime Aegon ARC Fundment Fusion
Timeline ESG Classic 60	GBP Allocation 40-60% Equity	40.81	2.22	0.09	abrdn Wrap Quilter Transact Fidelity FundsNetwork Aviva Nucleus 7IM True Potential Novia Financial Wealthtime Aegon ARC Fundment Fusion
Timeline ESG Classic 70	GBP Allocation 60-80% Equity	47.93	3.25	0.09	abrdn Wrap Quilter Transact Fidelity FundsNetwork Aviva Nucleus 7IM True Potential Wealthtime Aegon ARC Fundment Fusion Novia Global
Timeline ESG Classic 80	GBP Allocation 60-80% Equity	55.13	4.26	0.09	abrdn Wrap Quilter Transact Fidelity FundsNetwork Aviva Nucleus 7IM True Potential Wealthtime Aegon ARC Fundment Fusion Novia Global
Timeline ESG Classic 90	GBP Allocation 80%+ Equity	62.38	5.26	0.09	abrdn Wrap Quilter Transact Fidelity FundsNetwork Aviva Nucleus 7IM True Potential Novia Financial Wealthtime Aegon ARC Fundment Fusion
Timeline ESG Tracker 0	Global Bond - GBP Hedged	11.97	-4.47	0.09	abrdn Wrap Quilter Transact Fidelity FundsNetwork Aviva Nucleus 7IM True Potential Novia Financial Wealthtime Aegon ARC Fundment Fusion
Timeline ESG Tracker 10	GBP Allocation 20-40% Equity	12.08	-3.18	0.09	abrdn Wrap Quilter Transact Fidelity FundsNetwork Aviva Nucleus 7IM True Potential Novia Financial Wealthtime Aegon ARC Fundment Fusion
Timeline ESG Tracker 100	Global Large-Cap Blend Equity		7.51	0.09	abrdn Wrap Quilter Transact Fidelity FundsNetwork Aviva Nucleus 7IM True Potential Novia Financial Wealthtime Aegon ARC Fundment Fusion
Timeline ESG Tracker 20	GBP Allocation 20-40% Equity	14.93	-1.90	0.09	abrdn Wrap Quilter Transact Fidelity FundsNetwork Aviva Nucleus 7IM True Potential Novia Financial Wealthtime Aegon ARC Fundment Fusion

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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