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
Aspen High Income Portfolio	GBP Allocation 40-60% Equity	33.28		0.30	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus Parmenion Morningstar Wealth Aegon ARC Fundment P1
Aspen Smaller Companies Portfolio	Global Small/Mid-Cap Equity			0.30	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus Parmenion Morningstar Wealth Aegon ARC Fundment P1
ASPIM ESG 10	GBP Allocation 80%+ Equity	77.22	4.06	0.25	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM True Potential Novia Financial Parmenion Wealthtime Hubwise abrdn Elevate Aegon ARC Scottish Widows Fundment Novia Global
ASPIM ESG 2	GBP Allocation 20-40% Equity	32.13	1.23	0.25	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM True Potential Novia Financial Parmenion Wealthtime Hubwise abrdn Elevate Aegon ARC Scottish Widows Fundment Novia Global
ASPIM ESG 3	GBP Allocation 20-40% Equity	36.23	1.63	0.25	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM True Potential Novia Financial Parmenion Wealthtime Hubwise abrdn Elevate Aegon ARC Scottish Widows Fundment Novia Global
ASPIM ESG 4	GBP Allocation 40-60% Equity	43.59	1.96	0.25	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM True Potential Novia Financial Parmenion Wealthtime Hubwise abrdn Elevate Aegon ARC Scottish Widows Fundment Novia Global
ASPIM ESG 5	GBP Allocation 40-60% Equity	49.78	2.45	0.25	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM True Potential Novia Financial Parmenion Wealthtime Hubwise abrdn Elevate Aegon ARC Scottish Widows Fundment Novia Global
ASPIM ESG 6	GBP Allocation 60-80% Equity	55.94	2.44	0.25	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM True Potential Novia Financial Parmenion Wealthtime Hubwise abrdn Elevate Aegon ARC Scottish Widows Fundment Novia Global
ASPIM ESG 7	GBP Allocation 60-80% Equity	62.49	3.03	0.25	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM True Potential Novia Financial Parmenion Wealthtime Hubwise abrdn Elevate Aegon ARC Scottish Widows Fundment Novia Global
ASPIM ESG 8	GBP Allocation 80%+ Equity	68.24	3.45	0.25	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM True Potential Novia Financial Parmenion Wealthtime Hubwise abrdn Elevate Aegon ARC Scottish Widows Fundment Novia Global
ASPIM ESG 9	GBP Allocation 80%+ Equity	74.03	3.81	0.25	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM True Potential Novia Financial Parmenion Wealthtime Hubwise abrdn Elevate Aegon ARC Scottish Widows Fundment Novia Global
ASPIM ESG Equity	Global Large-Cap Growth Equity	79.13	4.03	0.25	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM True Potential Novia Financial Parmenion Wealthtime Hubwise abrdn Elevate Aegon ARC Scottish Widows Fundment Novia Global
ASPIM Growth 10	GBP Allocation 80%+ Equity	63.42	6.43	0.25	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM True Potential Novia Financial Parmenion Wealthtime Hubwise abrdn Elevate Aegon ARC Scottish Widows Fundment Novia Global
ASPIM Growth 2	GBP Allocation 20-40% Equity	25.47	2.56	0.25	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM True Potential Novia Financial Parmenion Wealthtime Hubwise abrdn Elevate Aegon ARC Scottish Widows Fundment Novia Global
ASPIM Growth 3	GBP Allocation 20-40% Equity	29.52	3.23	0.25	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM True Potential Novia Financial Parmenion Wealthtime Hubwise abrdn Elevate Aegon ARC Scottish Widows Fundment Novia Global
ASPIM Growth 4	GBP Allocation 40-60% Equity	35.27	3.99	0.25	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM True Potential Novia Financial Parmenion Wealthtime Hubwise abrdn Elevate Aegon ARC Scottish Widows Fundment Novia Global
ASPIM Growth 5	GBP Allocation 40-60% Equity	40.43	4.78	0.25	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM True Potential Novia Financial Parmenion Wealthtime Hubwise abrdn Elevate Aegon ARC Scottish Widows Fundment Novia Global
ASPIM Growth 6	GBP Allocation 40-60% Equity	44.98	5.12	0.25	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM True Potential Novia Financial Parmenion Wealthtime Hubwise abrdn Elevate Aegon ARC Scottish Widows Fundment Novia Global
ASPIM Growth 7	GBP Allocation 60-80% Equity	50.52	5.80	0.25	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM True Potential Novia Financial Parmenion Wealthtime Hubwise abrdn Elevate Aegon ARC Scottish Widows Fundment Novia Global
ASPIM Growth 8	GBP Allocation 60-80% Equity	54.93	6.43	0.25	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM True Potential Novia Financial Parmenion Wealthtime Hubwise abrdn Elevate Aegon ARC Scottish Widows Fundment 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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