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: 31/05/2025

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
Rockhold Fund Blend Growth	GBP Allocation 80%+ Equity	56.29		0.00	Quilter Transact Fidelity Adviser Solutions Aviva Nucleus 7IM Parmenion Aegon ARC Scottish Widows
Rockhold Fund Blend Very Cautious	GBP Allocation 0-20% Equity	21.89		0.00	Quilter Transact Fidelity Adviser Solutions Aviva Nucleus 7IM Parmenion Aegon ARC Scottish Widows
Rockhold Income	GBP Allocation 40-60% Equity	38.41	4.92	0.25	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Nucleus 7IM Parmenion Aegon ARC Scottish Widows
Rockhold Passive Adventurous	GBP Allocation 80%+ Equity	64.23	5.91	0.15	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Parmenion Wealthtime Aegon ARC Scottish Widows Fundment
Rockhold Passive Balanced	GBP Allocation 40-60% Equity	43.24	3.94	0.15	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Parmenion Wealthtime Aegon ARC Scottish Widows Fundment
Rockhold Passive Balanced Growth	GBP Allocation 60-80% Equity	51.45	5.48	0.15	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Parmenion Wealthtime Aegon ARC Scottish Widows Fundment
Rockhold Passive Cautious	GBP Allocation 20-40% Equity	26.84	3.14	0.15	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Parmenion Wealthtime Aegon ARC Scottish Widows Fundment
Rockhold Passive Cautious Balanced	GBP Allocation 40-60% Equity	34.76	3.35	0.15	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Parmenion Wealthtime Aegon ARC Scottish Widows Fundment
Rockhold Passive Growth	GBP Allocation 80%+ Equity	58.21	5.89	0.15	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Parmenion Wealthtime Aegon ARC Scottish Widows Fundment
Rockhold Sustainable Adventurous	GBP Allocation 80%+ Equity	71.81	4.24	0.25	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Parmenion Wealthtime Aegon ARC Scottish Widows Fundment
Rockhold Sustainable Balanced	GBP Allocation 40-60% Equity	54.80	3.54	0.25	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Parmenion Wealthtime Aegon ARC Scottish Widows Fundment
Rockhold Sustainable Balanced Growth	GBP Allocation 60-80% Equity	65.14	4.48	0.25	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Parmenion Wealthtime Aegon ARC Scottish Widows Fundment
Rockhold Sustainable Cautious	GBP Allocation 20-40% Equity	34.97	2.68	0.25	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Parmenion Wealthtime Aegon ARC Scottish Widows Fundment
Rockhold Sustainable Cautious Balanced	GBP Allocation 40-60% Equity	44.21	2.80	0.25	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Parmenion Wealthtime Aegon ARC Scottish Widows Fundment
Rockhold Sustainable Growth	GBP Allocation 80%+ Equity	64.71	4.45	0.25	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Parmenion Wealthtime Aegon ARC Scottish Widows Fundment
Sarasin Balanced Model	GBP Allocation 40-60% Equity	45.91	4.29	0.25	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus Advance by Embark 7IM Scottish Widows Novia Global
Sarasin Cautious Model	GBP Allocation 20-40% Equity	35.39	2.89	0.25	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus Advance by Embark 7IM Parmenion Scottish Widows Novia Global
Sarasin Defensive Model	GBP Allocation 0-20% Equity	24.22	1.62	0.25	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Parmenion Scottish Widows
Sarasin Equity Model	Global Large-Cap Blend Equity	66.59	7.02	0.25	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus Advance by Embark 7IM Parmenion Scottish Widows Novia Global
Sarasin Growth Model	GBP Allocation 80%+ Equity	59.84	6.12	0.25	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus Advance by Embark 7IM Scottish Widows Novia Global

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