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: 31/10/2024

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
Schroder Sustainable Portfolio 7	GBP Allocation 60-80% Equity	56.32	0.48	0.15	abrdn Wrap Quilter Transact Aviva Nucleus 7IM Novia Financial Benchmark
Schroder Sustainable Portfolio 8	GBP Allocation 80%+ Equity	65.32	0.65	0.15	abrdn Wrap Quilter Transact Aviva Nucleus 7IM Novia Financial Benchmark
Sparrows SCore Factor Bond Only F	Global Diversified Bond	10.85	0.13	0.10	Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Novia Financial Wealthtime Morningstar Wealth Hubwise Scottish Widows Fundment P1
Sparrows SCore Factor Bond Only H	Global Diversified Bond - GBP Hedged	11.03	-0.44	0.10	Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Novia Financial Wealthtime Morningstar Wealth Hubwise Scottish Widows Fundment P1
Sparrows SCore Factor Equity 10 F	GBP Allocation 0-20% Equity	12.24	0.73	0.10	Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Novia Financial Wealthtime Morningstar Wealth Hubwise Scottish Widows Fundment P1
Sparrows SCore Factor Equity 10 H	GBP Allocation 0-20% Equity	11.53	0.13	0.10	Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Novia Financial Wealthtime Morningstar Wealth Hubwise Scottish Widows Fundment P1
Sparrows SCore Factor Equity 20 F	GBP Allocation 0-20% Equity	17.45	1.29	0.10	Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Novia Financial Wealthtime Morningstar Wealth Hubwise Scottish Widows Fundment P1
Sparrows SCore Factor Equity 20 H	GBP Allocation 0-20% Equity	14.61	0.70	0.10	Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Novia Financial Wealthtime Morningstar Wealth Hubwise Scottish Widows Fundment P1
Sparrows SCore Factor Equity 30 F	GBP Allocation 20-40% Equity	24.08	1.84	0.10	Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Novia Financial Wealthtime Morningstar Wealth Hubwise Scottish Widows Fundment P1
Sparrows SCore Factor Equity 30 H	GBP Allocation 20-40% Equity	19.05	1.26	0.10	Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Novia Financial Wealthtime Morningstar Wealth Hubwise Scottish Widows Fundment P1
Sparrows SCore Factor Equity 40 F	GBP Allocation 20-40% Equity	31.19	2.39	0.10	Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Novia Financial Wealthtime Morningstar Wealth Hubwise Scottish Widows Fundment P1
Sparrows SCore Factor Equity 40 H	GBP Allocation 20-40% Equity	24.82	2.00	0.10	Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Novia Financial Wealthtime Morningstar Wealth Hubwise Scottish Widows Fundment P1
Sparrows SCore Factor Equity 50 F	GBP Allocation 40-60% Equity	38.50	2.94	0.10	Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Wealthtime Morningstar Wealth Hubwise Scottish Widows Fundment P1 Novia Global
Sparrows SCore Factor Equity 50 H	GBP Allocation 40-60% Equity	30.41	2.59	0.10	Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Novia Financial Wealthtime Morningstar Wealth Hubwise Scottish Widows Fundment P1
Sparrows SCore Factor Equity 60 F	GBP Allocation 40-60% Equity	45.81	3.48	0.10	Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Novia Financial Wealthtime Morningstar Wealth Hubwise Scottish Widows Fundment P1
Sparrows SCore Factor Equity 60 H	GBP Allocation 40-60% Equity	36.13	3.18	0.10	Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Novia Financial Wealthtime Morningstar Wealth Hubwise Scottish Widows Fundment P1
Sparrows SCore Factor Equity 70 F	GBP Allocation 60-80% Equity	53.17	4.02	0.10	Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Novia Financial Wealthtime Morningstar Wealth Hubwise Scottish Widows Fundment P1
Sparrows SCore Factor Equity 70 H	GBP Allocation 60-80% Equity	42.02	3.88	0.10	Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Novia Financial Wealthtime Morningstar Wealth Hubwise Scottish Widows Fundment P1
Sparrows SCore Factor Equity 80 F	GBP Allocation 60-80% Equity	60.24	4.56	0.10	Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Novia Financial Wealthtime Morningstar Wealth Hubwise Scottish Widows Fundment P1
Sparrows SCore Factor Equity 80 H	GBP Allocation 60-80% Equity	47.47	4.46	0.10	Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Novia Financial Wealthtime Morningstar Wealth Hubwise Scottish Widows Fundment P1

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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