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
Sparrows SCore Factor Equity 90 F	GBP Allocation 80%+ Equity	66.17	5.10	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 90 H	GBP Allocation 80%+ Equity	52.04	5.04	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 Only F	Global Large-Cap Blend Equity	70.56	5.53	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 Only H	Global Large-Cap Blend Equity	55.74	5.50	0.10	Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Novia Financial Wealthtime Morningstar Wealth Hubwise Scottish Widows Fundment P1
Sparrows SCore Market Equity 20 F	GBP Allocation 0-20% Equity	13.09		0.10	Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Novia Financial Wealthtime Morningstar Wealth Hubwise Scottish Widows Fundment P1
Sparrows SCore Market Equity 40 F	GBP Allocation 20-40% Equity	26.02		0.10	Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Novia Financial Wealthtime Morningstar Wealth Hubwise Scottish Widows Fundment P1
Sparrows SCore Market Equity 60 F	GBP Allocation 40-60% Equity	39.43		0.10	Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Novia Financial Wealthtime Morningstar Wealth Hubwise Scottish Widows Fundment P1
Sparrows SCore Market Equity 80 F	GBP Allocation 60-80% Equity	52.94		0.10	Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Novia Financial Wealthtime Morningstar Wealth Hubwise Scottish Widows Fundment P1
Sparrows SCore Market Equity Only (Funds	Global Large-Cap Blend Equity			0.10	Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Novia Financial Wealthtime Morningstar Wealth Hubwise Scottish Widows Fundment P1
Sparrows SCore Responsible Bond Only H	Global Diversified Bond - GBP Hedged	12.83	-1.18	0.10	Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Novia Financial Wealthtime Morningstar Wealth Hubwise Scottish Widows Fundment P1
Sparrows SCore Responsible Equity 10 H	GBP Allocation 0-20% Equity	13.20	-0.60	0.10	Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Novia Financial Wealthtime Morningstar Wealth Hubwise Scottish Widows Fundment P1
Sparrows SCore Responsible Equity 20 H	GBP Allocation 0-20% Equity	16.64	-0.02	0.10	Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Novia Financial Wealthtime Morningstar Wealth Hubwise Scottish Widows Fundment P1
Sparrows SCore Responsible Equity 30 H	GBP Allocation 20-40% Equity	22.15	0.56	0.10	Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Novia Financial Wealthtime Morningstar Wealth Hubwise Scottish Widows Fundment P1
Sparrows SCore Responsible Equity 40 H	GBP Allocation 20-40% Equity	28.46	1.13	0.10	Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Novia Financial Wealthtime Morningstar Wealth Hubwise Scottish Widows Fundment P1
Sparrows SCore Responsible Equity 50 H	GBP Allocation 40-60% Equity	35.09	1.69	0.10	Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Novia Financial Wealthtime Morningstar Wealth Hubwise Scottish Widows Fundment P1
Sparrows SCore Responsible Equity 60 H	GBP Allocation 40-60% Equity	41.77	2.25	0.10	Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Novia Financial Wealthtime Morningstar Wealth Hubwise Scottish Widows Fundment P1
Sparrows SCore Responsible Equity 70 H	GBP Allocation 60-80% Equity	48.27	2.81	0.10	Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Novia Financial Wealthtime Morningstar Wealth Hubwise Scottish Widows Fundment P1
Sparrows SCore Responsible Equity 80 H	GBP Allocation 60-80% Equity	54.77	3.36	0.10	Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Novia Financial Wealthtime Morningstar Wealth Hubwise Scottish Widows Fundment P1
Sparrows SCore Responsible Equity 90 H	GBP Allocation 80%+ Equity	61.27	3.91	0.10	Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Novia Financial Wealthtime Morningstar Wealth Hubwise Scottish Widows Fundment P1
Sparrows SCore Responsible Equity Only H	Global Large-Cap Blend Equity	66.45	4.35	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

The following pages are intended for firms and individuals who are authorised by the Financial Conduct Authority to provide advice and investment services to UK clients. The information within this site must not be distributed or otherwise made available to retail clients, nor relied upon by retail clients.