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
Sarasin Responsible Balanced Model	GBP Allocation 40-60% Equity	47.37	2.14	0.10	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Scottish Widows
Sarasin Responsible Cautious Model	GBP Allocation 20-40% Equity	35.64	1.28	0.10	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Parmenion Scottish Widows
Sarasin Responsible Defensive Model	GBP Allocation 0-20% Equity	24.07	0.78	0.10	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Scottish Widows
Sarasin Responsible Equity Model	Global Large-Cap Blend Equity	66.22	3.44	0.10	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Scottish Widows
Sarasin Responsible Growth Model	GBP Allocation 80%+ Equity	59.50	2.90	0.10	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus Advance by Embark 7IM Scottish Widows Novia Global
Schroder Active Portfolio 10	Global Large-Cap Blend Equity	75.02	5.05	0.15	abrdn Wrap Quilter Transact Aviva Nucleus 7IM Novia Financial Benchmark
Schroder Active Portfolio 2	GBP Allocation 0-20% Equity	15.17	3.40	0.15	abrdn Wrap Quilter Transact Aviva Nucleus 7IM Novia Financial Benchmark
Schroder Active Portfolio 3	GBP Allocation 20-40% Equity	24.86	3.46	0.15	abrdn Wrap Quilter Transact Aviva Nucleus 7IM Novia Financial Benchmark
Schroder Active Portfolio 4	GBP Allocation 40-60% Equity	34.18	4.07	0.15	abrdn Wrap Quilter Transact Aviva Nucleus 7IM Novia Financial Benchmark
Schroder Active Portfolio 5	GBP Allocation 40-60% Equity	40.44	4.45	0.15	abrdn Wrap Quilter Transact Aviva Nucleus 7IM Novia Financial Benchmark
Schroder Active Portfolio 6	GBP Allocation 60-80% Equity	48.15	4.96	0.15	abrdn Wrap Quilter Transact Aviva Nucleus 7IM Novia Financial Benchmark
Schroder Active Portfolio 7	GBP Allocation 60-80% Equity	55.10	5.41	0.15	abrdn Wrap Quilter Transact Aviva Nucleus 7IM Novia Financial Benchmark
Schroder Active Portfolio 8	GBP Allocation 80%+ Equity	62.35	5.82	0.15	abrdn Wrap Quilter Transact Aviva Nucleus 7IM Novia Financial Benchmark
Schroder Active Portfolio 9	GBP Allocation 80%+ Equity	69.99	6.16	0.15	abrdn Wrap Quilter Transact Aviva Nucleus 7IM Novia Financial Benchmark
Schroder Strategic Index Portfolio 10	Global Large-Cap Blend Equity	73.06	6.55	0.15	abrdn Wrap Quilter Transact James Hay Aviva M&G Wealth Nucleus 7IM Novia Financial Aegon ARC Benchmark
Schroder Strategic Index Portfolio 2	GBP Allocation 0-20% Equity	15.48	3.31	0.15	abrdn Wrap Quilter Transact James Hay Aviva M&G Wealth Nucleus 7IM Novia Financial Aegon ARC Benchmark
Schroder Strategic Index Portfolio 3	GBP Allocation 20-40% Equity	24.19	3.50	0.15	abrdn Wrap Quilter Transact James Hay Aviva M&G Wealth Nucleus 7IM Novia Financial Aegon ARC Benchmark
Schroder Strategic Index Portfolio 4	GBP Allocation 40-60% Equity	33.01	4.62	0.15	abrdn Wrap Quilter Transact James Hay Aviva M&G Wealth Nucleus 7IM Novia Financial Aegon ARC Benchmark
Schroder Strategic Index Portfolio 5	GBP Allocation 40-60% Equity	39.13	5.31	0.15	abrdn Wrap Quilter Transact James Hay Aviva M&G Wealth Nucleus 7IM Novia Financial Aegon ARC Benchmark
Schroder Strategic Index Portfolio 6	GBP Allocation 60-80% Equity	46.98	6.25	0.15	abrdn Wrap Quilter Transact James Hay Aviva M&G Wealth Nucleus 7IM Novia Financial Aegon ARC Benchmark

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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