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
Blackfinch Growth MPS	GBP Allocation 60-80% Equity	43.70	0.90	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
BM MPS High Risk (Growth)	GBP Allocation 80%+ Equity	62.98	4.15	0.25	Aegon abrdn Wrap Quilter Transact Fidelity FundsNetwork AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Embark Fusion
BM MPS High Risk (Passive)	GBP Allocation 80%+ Equity	62.07		0.25	Aegon abrdn Wrap Quilter Transact Fidelity FundsNetwork AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Embark Fusion
BM MPS Low Risk (Defensive Income)	GBP Allocation 20-40% Equity	16.15	0.51	0.25	Aegon abrdn Wrap Quilter Transact Fidelity FundsNetwork AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Embark Fusion
BM MPS Low Risk (Passive)	GBP Allocation 20-40% Equity	16.82		0.25	Aegon abrdn Wrap Quilter Transact Fidelity FundsNetwork AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Embark Fusion
BM MPS Low to Medium Risk (Inc & Grwth)	GBP Allocation 40-60% Equity	28.20	2.48	0.25	Aegon abrdn Wrap Quilter Transact Fidelity FundsNetwork AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Embark Fusion
BM MPS Low to Medium Risk (Income)	GBP Allocation 40-60% Equity	29.51	4.00	0.25	Aegon abrdn Wrap Quilter Transact Fidelity FundsNetwork AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Embark Fusion
BM MPS Low to Medium Risk (Passive)	GBP Allocation 40-60% Equity	29.37	2.64	0.25	Aegon abrdn Wrap Quilter Transact Fidelity FundsNetwork AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Embark Fusion
BM MPS Medium Risk (Income & Growth)	GBP Allocation 60-80% Equity	43.34	4.04	0.25	Aegon abrdn Wrap Quilter Transact Fidelity FundsNetwork AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Embark Fusion
BM MPS Medium Risk (Income)	GBP Allocation 60-80% Equity	44.94	7.08	0.25	Aegon abrdn Wrap Quilter Transact Fidelity FundsNetwork AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Embark Fusion
BM MPS Medium Risk (Passive)	GBP Allocation 60-80% Equity	44.21	5.44	0.25	Aegon abrdn Wrap Quilter Transact Fidelity FundsNetwork AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Embark Fusion
BM MPS Medium to High Risk (Growth)	GBP Allocation 80%+ Equity	56.42	4.50	0.25	Aegon abrdn Wrap Quilter Transact Fidelity FundsNetwork AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Embark Fusion
BM MPS Medium to High Risk (Passive)	GBP Allocation 80%+ Equity	56.34	7.21	0.25	Aegon abrdn Wrap Quilter Transact Fidelity FundsNetwork AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Embark Fusion
BM MPS RIS High (Growth)	GBP Allocation 80%+ Equity	63.76		0.25	Aegon abrdn Wrap Quilter Transact Fidelity FundsNetwork AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Embark Fusion
BM MPS RIS Low (Income)	GBP Allocation 20-40% Equity	20.72		0.25	Aegon abrdn Wrap Quilter Transact Fidelity FundsNetwork AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Embark Fusion
BM MPS RIS Low Medium (Income & Growth)	GBP Allocation 40-60% Equity	33.52	-1.02	0.25	Aegon abrdn Wrap Quilter Transact Fidelity FundsNetwork AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Embark Fusion
BM MPS RIS Medium (Income & Growth)	GBP Allocation 60-80% Equity	47.76	0.21	0.25	Aegon abrdn Wrap Quilter Transact Fidelity FundsNetwork AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Embark Fusion
BM MPS RIS Medium High (Growth)	GBP Allocation 80%+ Equity	57.97	1.05	0.25	Aegon abrdn Wrap Quilter Transact Fidelity FundsNetwork AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Embark Fusion
BM VMPS 3 (Defensive Income)	GBP Allocation 20-40% Equity	12.49	-0.44	0.25	Aegon abrdn Wrap Quilter Transact Fidelity FundsNetwork AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Embark Fusion
BM VMPS 4 (Income & Growth)	GBP Allocation 40-60% Equity	23.42	1.75	0.25	Aegon abrdn Wrap Quilter Transact Fidelity FundsNetwork AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Embark Fusion

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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