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: 31/05/2025

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
PortfolioMetrix Core Hybrid 7	GBP Allocation 60-80% Equity	57.74	6.37	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 8	GBP Allocation 80%+ Equity	62.71	7.06	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	28.42	4.44	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 20-40% Equity	34.99	4.71	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 40-60% Equity	41.51	4.95	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	49.00	5.94	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 60-80% Equity	56.35	6.88	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 8	GBP Allocation 80%+ Equity	61.80	7.80	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 3	GBP Allocation 20-40% Equity			0.15	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	27.80		0.15	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 40-60% Equity	36.44		0.15	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 60-80% Equity	45.48		0.15	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	GBP Allocation 80%+ Equity	54.63		0.15	Aegon abrdn Wrap Quilter Fidelity Adviser Solutions AJ Bell Investcentre Aviva 7IM Novia Financial Parmenion Aegon ARC Scottish Widows Fundment P1
PortfolioMetrix Global Passive 8	Global Large-Cap Blend Equity			0.15	Aegon abrdn Wrap Quilter Fidelity Adviser Solutions AJ Bell Investcentre Aviva 7IM Novia Financial Parmenion Aegon ARC Scottish Widows Fundment P1
PortfolioMetrix Sustainable World 3	GBP Allocation 20-40% Equity	29.50	2.93	0.42	Transact Nucleus Wealthtime Morningstar Wealth Morningstar Wealth International
PortfolioMetrix Sustainable World 4	GBP Allocation 20-40% Equity	38.96	2.73	0.42	Transact Nucleus Wealthtime Morningstar Wealth Morningstar Wealth International
PortfolioMetrix Sustainable World 5	GBP Allocation 40-60% Equity	49.45	2.52	0.42	Transact Nucleus Wealthtime Morningstar Wealth Morningstar Wealth International
PortfolioMetrix Sustainable World 6	GBP Allocation 60-80% Equity	59.13	2.53	0.42	Transact Nucleus Wealthtime Morningstar Wealth Morningstar Wealth International
PortfolioMetrix Sustainable World 7	GBP Allocation 80%+ Equity	68.77	2.47	0.42	Transact Nucleus Wealthtime Morningstar Wealth Morningstar Wealth International
PortfolioMetrix Sustainable World 8	GBP Allocation 80%+ Equity	76.38	2.49	0.42	Transact Nucleus Wealthtime Morningstar Wealth Morningstar Wealth International

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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