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: 30/11/2024

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
Rfolio Income	GBP Allocation 40-60% Equity	37.90	3.23	0.15	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Nucleus abrdn Elevate
Rfolio Prudent	GBP Allocation 40-60% Equity	43.50	2.14	0.15	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Nucleus abrdn Elevate
Rivers Adventurous Growth Model	GBP Allocation 60-80% Equity	46.75	3.43	0.25	Transact Fidelity Adviser Solutions M&G Wealth Novia Financial Novia Global
Rivers Aggressive Growth Model	GBP Allocation 60-80% Equity	56.00	2.72	0.25	Transact Fidelity Adviser Solutions M&G Wealth Novia Financial Novia Global
Rivers Balanced Growth Model	GBP Allocation 40-60% Equity	37.70	3.53	0.25	Transact Fidelity Adviser Solutions M&G Wealth Novia Financial Novia Global
Rivers Balanced Income Model	GBP Allocation 20-40% Equity	37.43	1.51	0.25	Transact Fidelity Adviser Solutions M&G Wealth Novia Financial Novia Global
Rivers Cautious Growth Model	GBP Allocation 20-40% Equity	31.71	3.04	0.25	Transact Fidelity Adviser Solutions M&G Wealth Novia Financial Novia Global
Rivers ESG Balanced Model	GBP Allocation 40-60% Equity	45.53	0.53	0.25	Transact Fidelity Adviser Solutions M&G Wealth Novia Financial Novia Global
Rockhold 50/50 Adventurous	GBP Allocation 80%+ Equity	63.07	4.69	0.21	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Nucleus Parmenion Aegon ARC Scottish Widows
Rockhold 50/50 Balanced	GBP Allocation 40-60% Equity	44.14	1.89	0.21	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Nucleus Parmenion Aegon ARC Scottish Widows
Rockhold 50/50 Balanced Growth	GBP Allocation 60-80% Equity	52.29	3.79	0.21	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Nucleus Parmenion Aegon ARC Scottish Widows
Rockhold 50/50 Cautious	GBP Allocation 20-40% Equity	27.26	0.73	0.21	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Nucleus Parmenion Aegon ARC Scottish Widows
Rockhold 50/50 Cautious Balanced	GBP Allocation 40-60% Equity	35.25	1.08	0.21	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Nucleus Parmenion Aegon ARC Scottish Widows
Rockhold 50/50 Growth	GBP Allocation 80%+ Equity	58.18	4.34	0.21	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Nucleus Parmenion Aegon ARC Scottish Widows
Rockhold Active Adventurous	GBP Allocation 80%+ Equity	62.02	4.20	0.28	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Nucleus Parmenion Aegon ARC Scottish Widows
Rockhold Active Balanced	GBP Allocation 40-60% Equity	44.37	1.72	0.28	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Nucleus Parmenion Aegon ARC Scottish Widows
Rockhold Active Balanced Growth	GBP Allocation 60-80% Equity	52.14	3.37	0.28	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Nucleus Parmenion Aegon ARC Scottish Widows
Rockhold Active Cautious	GBP Allocation 20-40% Equity	27.60	0.66	0.28	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Nucleus Parmenion Aegon ARC Scottish Widows
Rockhold Active Cautious Balanced	GBP Allocation 40-60% Equity	36.15	0.92	0.28	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Nucleus Parmenion Aegon ARC Scottish Widows
Rockhold Active Growth	GBP Allocation 80%+ Equity	57.76	3.76	0.28	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Nucleus Parmenion Aegon ARC Scottish Widows

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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