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: 28/02/2025

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
RBC Brewin Dolphin MPS Cau Higher Eq.	GBP Allocation 20-40% Equity	29.44	3.38	0.30	Aegon abrdn Wrap Transact Fidelity Adviser Solutions AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Benchmark 7IM Offshore Morningstar Wealth International
RBC Brewin Dolphin MPS Cautious	GBP Allocation 20-40% Equity	23.97	2.63	0.30	Aegon abrdn Wrap Transact Fidelity Adviser Solutions AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Benchmark 7IM Offshore Morningstar Wealth International
RBC Brewin Dolphin MPS Global Equity	Global Large-Cap Blend Equity	62.74	8.06	0.30	Aegon abrdn Wrap Transact Fidelity Adviser Solutions AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Benchmark 7IM Offshore Morningstar Wealth International
RBC Brewin Dolphin MPS Growth	GBP Allocation 80%+ Equity	55.40	6.76	0.30	Aegon abrdn Wrap Transact Fidelity Adviser Solutions AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Benchmark 7IM Offshore Morningstar Wealth International
RBC Brewin Dolphin MPS Income	GBP Allocation 40-60% Equity	33.54	4.10	0.30	Aegon abrdn Wrap Transact Fidelity Adviser Solutions AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Benchmark 7IM Offshore Morningstar Wealth International
RBC Brewin Dolphin MPS Income Higher Eq.	GBP Allocation 40-60% Equity	39.41	5.10	0.30	Aegon abrdn Wrap Transact Fidelity Adviser Solutions AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Benchmark 7IM Offshore Morningstar Wealth International
RBC Brewin Dolphin MPS Passive Balanced	GBP Allocation 60-80% Equity	45.31	6.52	0.20	Aegon abrdn Wrap Transact Fidelity Adviser Solutions AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Benchmark 7IM Offshore Morningstar Wealth International
RBC Brewin Dolphin MPS Passive Caut HE	GBP Allocation 20-40% Equity	28.92	3.28	0.20	Aegon abrdn Wrap Transact Fidelity Adviser Solutions AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Benchmark 7IM Offshore Morningstar Wealth International
RBC Brewin Dolphin MPS Passive Cautious	GBP Allocation 20-40% Equity	23.11	2.30	0.20	Aegon abrdn Wrap Transact Fidelity Adviser Solutions AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Benchmark 7IM Offshore Morningstar Wealth International
RBC Brewin Dolphin MPS Passive Gbl Eq.	Global Large-Cap Blend Equity	62.50	9.96	0.20	Aegon abrdn Wrap Transact Fidelity Adviser Solutions AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Benchmark 7IM Offshore Morningstar Wealth International
RBC Brewin Dolphin MPS Passive Growth	GBP Allocation 80%+ Equity	54.36	8.15	0.20	Aegon abrdn Wrap Transact Fidelity Adviser Solutions AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Benchmark 7IM Offshore Morningstar Wealth International
RBC Brewin Dolphin MPS Passive Inc HE	GBP Allocation 40-60% Equity	40.22	5.36	0.20	Aegon abrdn Wrap Transact Fidelity Adviser Solutions AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Benchmark 7IM Offshore Morningstar Wealth International
RBC Brewin Dolphin MPS Passive Income	GBP Allocation 40-60% Equity	33.20	4.22	0.20	Aegon abrdn Wrap Transact Fidelity Adviser Solutions AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Benchmark 7IM Offshore Morningstar Wealth International
RBC Brewin Dolphin Sustain MPS Balanced	GBP Allocation 60-80% Equity	52.04	3.44	0.30	Aegon abrdn Wrap Transact AJ Bell Investcentre James Hay Aviva Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise Aegon ARC
RBC Brewin Dolphin Sustain MPS Global Eq	Global Large-Cap Blend Equity		5.57	0.30	Aegon abrdn Wrap Transact AJ Bell Investcentre James Hay Aviva Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise Aegon ARC
RBC Brewin Dolphin Sustain MPS Growth	GBP Allocation 60-80% Equity	61.09	4.39	0.30	Aegon abrdn Wrap Transact AJ Bell Investcentre James Hay Aviva Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise Aegon ARC
RBC Brewin Dolphin Sustain MPS Inc Hi Eq	GBP Allocation 40-60% Equity	44.47	2.94	0.30	Aegon abrdn Wrap Transact AJ Bell Investcentre James Hay Aviva Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise Aegon ARC
RBC Brewin Dolphin Sustain MPS Income	GBP Allocation 40-60% Equity	38.18	2.18	0.30	Aegon abrdn Wrap Transact AJ Bell Investcentre James Hay Aviva Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise Aegon ARC
Rfolio Adventurous	GBP Allocation 80%+ Equity	70.34	4.31	0.15	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Nucleus abrdn Elevate
Rfolio Balanced	GBP Allocation 40-60% Equity	53.19	4.31	0.15	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Nucleus abrdn Elevate

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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