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: 31/07/2024

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
7IM Active Adventurous	GBP Allocation 80%+ Equity	58.40	2.75	0.25	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva 7IM Novia Financial Benchmark
7IM Active Adventurous Plus	Global Large-Cap Blend Equity	102.14	2.17	0.25	7IM
7IM Active Balanced	GBP Allocation 40-60% Equity	36.97	2.22	0.25	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva 7IM Novia Financial Benchmark
7IM Active Cautious	GBP Allocation 0-20% Equity	19.24	-0.59	0.25	abrdn Wrap Quilter Transact 7IM Novia Financial
7IM Active Moderately Adventurous	GBP Allocation 60-80% Equity	48.78	3.04	0.25	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva 7IM Novia Financial Benchmark
7IM Active Moderately Cautious	GBP Allocation 20-40% Equity	25.51	0.64	0.25	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva 7IM Novia Financial Benchmark
7IM Blended Adventurous	GBP Allocation 80%+ Equity	58.20	4.49	0.25	Aegon abrdn Wrap Quilter Transact James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Aegon ARC Benchmark
7IM Blended Adventurous Plus	GBP Allocation 80%+ Equity	61.00		0.25	7IM
7IM Blended Balanced	GBP Allocation 40-60% Equity	36.80	2.78	0.25	Aegon abrdn Wrap Quilter Transact James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Aegon ARC Benchmark
7IM Blended Cautious	GBP Allocation 0-20% Equity	19.19	-0.37	0.25	Aegon abrdn Wrap Quilter Transact James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Aegon ARC Benchmark
7IM Blended Income	GBP Allocation 40-60% Equity	35.10	2.32	0.25	Aegon abrdn Wrap Transact Aviva M&G Wealth Nucleus 7IM Novia Financial Morningstar Wealth Aegon ARC Benchmark
7IM Blended Moderately Adventurous	GBP Allocation 60-80% Equity	48.61	4.24	0.25	Aegon abrdn Wrap Quilter Transact James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Aegon ARC Benchmark
7IM Blended Moderately Cautious	GBP Allocation 20-40% Equity	25.42	1.09	0.25	Aegon abrdn Wrap Quilter Transact James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Aegon ARC Benchmark
7IM Passive Adventurous	GBP Allocation 80%+ Equity	65.83	6.56	0.15	abrdn Wrap Quilter Transact Aviva Nucleus Advance by Embark 7IM Novia Financial Benchmark
7IM Passive Adventurous Plus	Global Large-Cap Blend Equity	94.83	6.88	0.15	abrdn Wrap Quilter Transact Aviva Nucleus Advance by Embark 7IM Novia Financial Benchmark
7IM Passive Balanced	GBP Allocation 40-60% Equity	41.84	3.18	0.15	abrdn Wrap Quilter Transact Aviva Nucleus Advance by Embark 7IM Novia Financial Aegon ARC Benchmark
7IM Passive Cautious	GBP Allocation 0-20% Equity	18.72		0.15	abrdn Wrap Quilter Transact Aviva Nucleus Advance by Embark 7IM Novia Financial Benchmark
7IM Passive Moderately Adventurous	GBP Allocation 60-80% Equity	54.64	5.08	0.15	abrdn Wrap Quilter Transact Aviva Nucleus Advance by Embark 7IM Novia Financial Benchmark
7IM Passive Moderately Cautious	GBP Allocation 20-40% Equity	28.57	0.62	0.15	abrdn Wrap Quilter Transact Aviva Nucleus Advance by Embark 7IM Novia Financial Benchmark
7IM Responsible Choice Adv Plus	GBP Allocation 80%+ Equity	62.44		0.30	7IM

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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