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
Tribe Impact Capital Equity Risk SIMPS	Global Large-Cap Blend Equity		-1.42	0.25	Aegon abrdn Wrap Quilter Transact M&G Wealth Nucleus 7IM True Potential Aegon ARC
Tribe Impact Capital High SIMPS	GBP Allocation 60-80% Equity	48.38	-1.45	0.25	Aegon abrdn Wrap Quilter Transact M&G Wealth Nucleus 7IM True Potential Aegon ARC
Tribe Impact Capital Low Risk SIMPS	GBP Allocation 20-40% Equity	17.74	-1.47	0.25	Aegon abrdn Wrap Quilter Transact M&G Wealth Nucleus 7IM True Potential Aegon ARC
Tribe Impact Capital Medium SIMPS	GBP Allocation 40-60% Equity	36.60	-1.57	0.25	Aegon abrdn Wrap Quilter Transact M&G Wealth Nucleus 7IM True Potential Aegon ARC
Tribe Impact Capital Medium-high SIMPS	GBP Allocation 60-80% Equity	42.62	-1.46	0.25	Aegon abrdn Wrap Quilter Transact M&G Wealth Nucleus 7IM True Potential Aegon ARC
Tribe Impact Capital Medium-low SIMPS	GBP Allocation 40-60% Equity	25.00	-1.18	0.25	Aegon abrdn Wrap Quilter Transact M&G Wealth Nucleus 7IM True Potential Aegon ARC
Vanguard LS 100% Equity MPS Classic	Global Large-Cap Blend Equity			0.10	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Nucleus 7IM Novia Financial Aegon ARC Fundment
Vanguard LS 100% Equity MPS Global	Global Large-Cap Blend Equity			0.10	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Nucleus 7IM Novia Financial Aegon ARC Fundment
Vanguard LS 20% Equity MPS Classic	GBP Allocation 0-20% Equity	16.98		0.10	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Nucleus 7IM Novia Financial Aegon ARC Fundment
Vanguard LS 20% Equity MPS Global	GBP Allocation 0-20% Equity	15.74		0.10	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Nucleus 7IM Novia Financial Aegon ARC Fundment
Vanguard LS 40% Equity MPS Classic	GBP Allocation 20-40% Equity	26.80		0.10	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Nucleus 7IM Novia Financial Aegon ARC Fundment
Vanguard LS 40% Equity MPS Global	GBP Allocation 20-40% Equity	26.40		0.10	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Nucleus 7IM Novia Financial Aegon ARC Fundment
Vanguard LS 60% Equity MPS Classic	GBP Allocation 40-60% Equity	39.84		0.10	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Nucleus 7IM Novia Financial Aegon ARC Fundment
Vanguard LS 60% Equity MPS Global	GBP Allocation 40-60% Equity	39.57		0.10	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Nucleus 7IM Novia Financial Aegon ARC Fundment
Vanguard LS 80% Equity MPS Classic	GBP Allocation 60-80% Equity	53.80		0.10	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Nucleus 7IM Novia Financial Aegon ARC Fundment
Vanguard LS 80% Equity MPS Global	GBP Allocation 60-80% Equity	53.42		0.10	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Nucleus 7IM Novia Financial Aegon ARC Fundment
Vintage MPS Sustainable Future Balanced	GBP Allocation 40-60% Equity	41.02	-1.51	0.30	Aviva
Vintage MPS Sustainable Future Cautious	GBP Allocation 20-40% Equity	17.37	-1.26	0.30	Aviva
Vintage MPS Sustainable Future Growth	GBP Allocation 80%+ Equity	61.78	-0.38	0.30	Aviva
Voyager Balanced CO	GBP Allocation 60-80% Equity	52.58	1.43	0.30	abrdn Wrap Transact Fidelity Adviser Solutions Aviva M&G Wealth 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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