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: 31/10/2023

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
Binary Capital - Active Growth	GBP Allocation 60-80% Equity	52.04	-2.76	0.30	Quilter Transact Fidelity FundsNetwork Aviva M&G Wealth Nucleus Novia Financial Wealthtime Fundment P1
Binary Capital - Defined Returns Growth	GBP Allocation 60-80% Equity	47.99		0.30	7IM
Binary Capital - ESG Blend Adventurous	GBP Allocation 80%+ Equity	61.68		0.20	Transact
Binary Capital - ESG Blend Balanced	GBP Allocation 40-60% Equity	41.31		0.20	Transact
Binary Capital - ESG Blend Cautious	GBP Allocation 20-40% Equity	27.24		0.20	Transact
Binary Capital - ESG Blend Defensive	GBP Allocation 0-20% Equity	14.80		0.20	Transact
Binary Capital - ESG Blend Growth	GBP Allocation 60-80% Equity	54.15		0.20	Transact
Binary Capital - Ethical Adventurous	GBP Allocation 80%+ Equity	56.41		0.30	7IM
Binary Capital - Ethical Balanced	GBP Allocation 40-60% Equity	35.93		0.30	7IM
Binary Capital - Ethical Cautious	GBP Allocation 20-40% Equity	19.98		0.30	7IM
Binary Capital - Ethical Growth	GBP Allocation 60-80% Equity	47.86		0.30	7IM
Binary Capital - Islamic Adventurous	GBP Allocation 80%+ Equity	66.19	6.38	0.35	Transact
Binary Capital - Islamic Balanced	GBP Allocation 40-60% Equity	41.30	4.36	0.35	Transact
Binary Capital - Islamic Cautious	GBP Allocation 20-40% Equity	28.57	2.80	0.35	Transact
Binary Capital - Islamic Defensive	GBP Allocation 0-20% Equity	15.64	1.42	0.35	Transact
Binary Capital - Islamic Growth	GBP Allocation 60-80% Equity	54.57	5.39	0.35	Transact
Blackfinch Balanced MPS	GBP Allocation 60-80% Equity	36.76	1.06	0.35	abrdn Wrap Quilter Transact Fidelity FundsNetwork Aviva M&G Wealth Nucleus Advance by Embark 7IM True Potential Novia Financial Hubwise Aegon ARC Embark Fusion Novia Global
Blackfinch Cautious MPS	GBP Allocation 40-60% Equity	29.37	0.01	0.35	abrdn Wrap Quilter Transact Fidelity FundsNetwork Aviva M&G Wealth Nucleus Advance by Embark 7IM True Potential Novia Financial Hubwise Aegon ARC Embark Fusion Novia Global
Blackfinch Defensive MPS	GBP Allocation 20-40% Equity	22.21	-1.52	0.35	abrdn Wrap Quilter Transact Fidelity FundsNetwork Aviva M&G Wealth Nucleus Advance by Embark 7IM True Potential Novia Financial Hubwise Aegon ARC Embark Fusion Novia Global
Blackfinch Enhanced Growth MPS	GBP Allocation 80%+ Equity	47.86	0.78	0.35	abrdn Wrap Quilter Transact Fidelity FundsNetwork Aviva M&G Wealth Nucleus Advance by Embark 7IM True Potential Novia Financial Hubwise Aegon ARC Embark Fusion Novia Global

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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