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
Timeline ESG Tracker 80	GBP Allocation 60-80% Equity	53.05	5.24	0.09	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Nucleus 7IM True Potential Novia Financial Wealthtime Aegon ARC Fundment
Timeline ESG Tracker 90	GBP Allocation 80%+ Equity	60.00	6.17	0.09	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Nucleus 7IM True Potential Novia Financial Wealthtime Aegon ARC Fundment Benchmark
Timeline Tracker 0	Global Bond - GBP Hedged	13.35	-3.67	0.09	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Nucleus 7IM True Potential Novia Financial Wealthtime Aegon ARC Fundment Benchmark
Timeline Tracker 10	GBP Allocation 0-20% Equity	13.27	-2.24	0.09	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Nucleus 7IM True Potential Novia Financial Wealthtime Aegon ARC Fundment Benchmark
Timeline Tracker 100	Global Large-Cap Blend Equity		8.63	0.09	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Nucleus 7IM True Potential Wealthtime Aegon ARC Fundment Benchmark Novia Global
Timeline Tracker 20	GBP Allocation 20-40% Equity	15.17	-0.88	0.09	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Nucleus 7IM True Potential Novia Financial Wealthtime Aegon ARC Fundment Benchmark
Timeline Tracker 30	GBP Allocation 20-40% Equity	18.22	0.47	0.09	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Nucleus 7IM True Potential Novia Financial Wealthtime Aegon ARC Fundment Benchmark
Timeline Tracker 40	GBP Allocation 40-60% Equity	22.02	1.77	0.09	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Nucleus 7IM True Potential Novia Financial Wealthtime Aegon ARC Fundment Benchmark
Timeline Tracker 50	GBP Allocation 40-60% Equity	25.91	3.01	0.09	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Nucleus 7IM True Potential Novia Financial Wealthtime Aegon ARC Fundment Benchmark
Timeline Tracker 60	GBP Allocation 60-80% Equity	30.16	4.24	0.09	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Nucleus 7IM True Potential Novia Financial Wealthtime Aegon ARC Fundment Benchmark
Timeline Tracker 70	GBP Allocation 60-80% Equity	34.29	5.45	0.09	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Nucleus 7IM True Potential Novia Financial Wealthtime Aegon ARC Fundment Benchmark
Timeline Tracker 80	GBP Allocation 60-80% Equity	38.33	6.59	0.09	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Nucleus 7IM True Potential Novia Financial Wealthtime Aegon ARC Fundment Benchmark
Timeline Tracker 90	GBP Allocation 80%+ Equity	42.17	7.74	0.09	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Nucleus 7IM True Potential Novia Financial Wealthtime Aegon ARC Fundment Benchmark
Transact Growth 25 Model Portfolio	GBP Allocation 20-40% Equity	16.92		0.06	Transact
Transact Growth 40 Model Portfolio	GBP Allocation 40-60% Equity	23.42		0.06	Transact
Transact Growth 50 Model Portfolio	GBP Allocation 40-60% Equity	31.36		0.06	Transact
Transact Growth 60 Model Portfolio	GBP Allocation 60-80% Equity	40.58		0.06	Transact
Transact Growth 70 Model Portfolio	GBP Allocation 60-80% Equity	49.14		0.06	Transact
Transact Growth 80 Model Portfolio	GBP Allocation 80%+ Equity	56.27		0.06	Transact
Transact Growth 95 Model Portfolio	Global Large-Cap Blend Equity			0.06	Transact

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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