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: 29/02/2024

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
Binary - Sustainable Balanced	GBP Allocation 40-60% Equity	38.03	-1.39	0.30	Quilter Transact Fidelity FundsNetwork Aviva M&G Wealth Nucleus Novia Financial Wealthtime Fundment P1
Binary - Sustainable Cautious	GBP Allocation 20-40% Equity	24.95	-1.37	0.30	Quilter Transact Fidelity FundsNetwork Aviva M&G Wealth Nucleus Novia Financial Wealthtime Fundment P1
Binary - Sustainable Defensive	GBP Allocation 0-20% Equity	12.54	-1.98	0.30	Quilter Transact Fidelity FundsNetwork Aviva M&G Wealth Nucleus Novia Financial Wealthtime Fundment P1
Binary - Sustainable Growth	GBP Allocation 60-80% Equity	51.84	-1.03	0.30	Quilter Transact Fidelity FundsNetwork Aviva M&G Wealth Nucleus Novia Financial Wealthtime P1
Binary Capital - Active Adventurous	GBP Allocation 80%+ Equity	61.60	-1.29	0.30	Quilter Transact Fidelity FundsNetwork M&G Wealth Nucleus Novia Financial Wealthtime
Binary Capital - Active Balanced	GBP Allocation 40-60% Equity	39.48	-1.16	0.30	Quilter Transact Fidelity FundsNetwork Aviva M&G Wealth Nucleus Novia Financial Wealthtime Fundment P1
Binary Capital - Active Cautious	GBP Allocation 20-40% Equity	25.46	-1.26	0.30	Quilter Transact Fidelity FundsNetwork Aviva M&G Wealth Nucleus Novia Financial Wealthtime Fundment P1
Binary Capital - Active Defensive	GBP Allocation 0-20% Equity	12.52	-1.48	0.30	Quilter Transact Fidelity FundsNetwork Aviva M&G Wealth Nucleus Novia Financial Wealthtime Fundment P1
Binary Capital - Active Growth	GBP Allocation 60-80% Equity	53.77	-1.23	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	48.07		0.30	7IM
Binary Capital - ESG Blend Adventurous	GBP Allocation 80%+ Equity	67.93		0.20	Transact
Binary Capital - ESG Blend Balanced	GBP Allocation 40-60% Equity	43.36		0.20	Transact
Binary Capital - ESG Blend Cautious	GBP Allocation 20-40% Equity	28.10		0.20	Transact
Binary Capital - ESG Blend Defensive	GBP Allocation 0-20% Equity	15.56		0.20	Transact
Binary Capital - ESG Blend Growth	GBP Allocation 60-80% Equity	55.25		0.20	Transact
Binary Capital - Ethical Adventurous	GBP Allocation 80%+ Equity	58.31		0.30	7IM
Binary Capital - Ethical Balanced	GBP Allocation 40-60% Equity	36.47		0.30	7IM
Binary Capital - Ethical Cautious	GBP Allocation 20-40% Equity	23.02		0.30	7IM
Binary Capital - Ethical Growth	GBP Allocation 60-80% Equity	50.24		0.30	7IM
Binary Capital - Islamic Adventurous	GBP Allocation 80%+ Equity	65.84	10.26	0.35	Transact

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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