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: 31/07/2024

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
AJ Bell Responsible MPS 3	GBP Allocation 60-80% Equity	37.88	2.06	0.15	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva Morningstar Wealth
AJ Bell Responsible MPS 4	GBP Allocation 60-80% Equity	47.97	2.62	0.15	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva Morningstar Wealth
AJ Bell Responsible MPS 5	GBP Allocation 80%+ Equity	59.15	3.43	0.15	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva Morningstar Wealth
AJ Bell Responsible MPS 6	GBP Allocation 80%+ Equity	61.58	1.85	0.15	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva Morningstar Wealth
Avellemy Active 3	GBP Allocation 20-40% Equity	19.48	-0.27	0.36	abrdn Wrap Quilter Fidelity Adviser Solutions Nucleus Advance by Embark Novia Financial Parmenion Aegon ARC
Avellemy Active 4	GBP Allocation 40-60% Equity	29.25	1.31	0.36	abrdn Wrap Quilter Fidelity Adviser Solutions Nucleus Advance by Embark Novia Financial Parmenion Aegon ARC
Avellemy Active 5	GBP Allocation 60-80% Equity	42.70	2.88	0.36	abrdn Wrap Quilter Fidelity Adviser Solutions Nucleus Advance by Embark Novia Financial Parmenion Aegon ARC
Avellemy Active 6	GBP Allocation 60-80% Equity	51.06	2.99	0.36	abrdn Wrap Quilter Fidelity Adviser Solutions Nucleus Advance by Embark Novia Financial Parmenion Aegon ARC
Avellemy Active 7	GBP Allocation 80%+ Equity	60.49	3.53	0.36	abrdn Wrap Quilter Fidelity Adviser Solutions Nucleus Advance by Embark Novia Financial Parmenion Aegon ARC
Avellemy Active 8	GBP Allocation 80%+ Equity	59.01	0.66	0.36	abrdn Wrap Quilter Fidelity Adviser Solutions Nucleus Advance by Embark Novia Financial Parmenion Aegon ARC
Avellemy Income 3	GBP Allocation 20-40% Equity	18.35	0.75	0.36	abrdn Wrap Quilter Fidelity Adviser Solutions Nucleus Advance by Embark Novia Financial Parmenion Aegon ARC
Avellemy Income 4	GBP Allocation 40-60% Equity	30.27	2.34	0.36	abrdn Wrap Quilter Fidelity Adviser Solutions Nucleus Advance by Embark Novia Financial Parmenion Aegon ARC
Avellemy Income 5	GBP Allocation 60-80% Equity	43.75	4.41	0.36	abrdn Wrap Quilter Fidelity Adviser Solutions Nucleus Advance by Embark Novia Financial Parmenion Aegon ARC
Avellemy Income 6	GBP Allocation 60-80% Equity	52.07	5.03	0.36	abrdn Wrap Quilter Fidelity Adviser Solutions Nucleus Advance by Embark Novia Financial Parmenion Aegon ARC
Avellemy Income 7	GBP Allocation 80%+ Equity	62.37	6.18	0.36	abrdn Wrap Quilter Fidelity Adviser Solutions Nucleus Advance by Embark Novia Financial Parmenion Aegon ARC
Avellemy Income 8	GBP Allocation 80%+ Equity	60.49	3.71	0.36	abrdn Wrap Quilter Fidelity Adviser Solutions Nucleus Advance by Embark Novia Financial Parmenion Aegon ARC
Avellemy Passive 3	GBP Allocation 20-40% Equity	19.24	-0.35	0.30	abrdn Wrap Quilter Fidelity Adviser Solutions Nucleus Advance by Embark Novia Financial Parmenion Aegon ARC
Avellemy Passive 4	GBP Allocation 40-60% Equity	30.50	1.62	0.30	abrdn Wrap Quilter Fidelity Adviser Solutions Nucleus Advance by Embark Novia Financial Parmenion Aegon ARC
Avellemy Passive 5	GBP Allocation 60-80% Equity	44.28	4.22	0.30	abrdn Wrap Quilter Fidelity Adviser Solutions Nucleus Advance by Embark Novia Financial Parmenion Aegon ARC
Avellemy Passive 6	GBP Allocation 60-80% Equity	52.77	5.14	0.30	abrdn Wrap Quilter Fidelity Adviser Solutions Nucleus Advance by Embark Novia Financial Parmenion Aegon ARC

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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