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: 30/04/2026

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
7IM Active Adventurous	GBP Allocation 80%+ Equity	60.89	10.11	0.25	Aviva Transact Benchmark Novia Financial Fidelity Adviser Solutions 7IM abrdn Wrap Quilter
7IM Active Adventurous Plus	Global Large-Cap Blend Equity	64.86	11.00	0.25	7IM
7IM Active Balanced	GBP Allocation 40-60% Equity	44.16	8.59	0.25	Aviva Transact Benchmark Novia Financial Fidelity Adviser Solutions 7IM abrdn Wrap Quilter
7IM Active Cautious	GBP Allocation 0-20% Equity	25.81	5.41	0.25	Transact Novia Financial 7IM abrdn Wrap Quilter
7IM Active Conservative	GBP Allocation 20-40% Equity		6.04	0.25	7IM
7IM Active Dynamic	GBP Allocation 40-60% Equity		9.58	0.25	7IM
7IM Active Growth	GBP Allocation 60-80% Equity		9.75	0.25	7IM
7IM Active Moderate	GBP Allocation 20-40% Equity		7.46	0.25	7IM
7IM Active Moderately Adventurous	GBP Allocation 60-80% Equity	53.76	9.90	0.25	Aviva Transact Benchmark Novia Financial Fidelity Adviser Solutions 7IM abrdn Wrap Quilter
7IM Active Moderately Cautious	GBP Allocation 20-40% Equity	34.80	7.10	0.25	Aviva Transact Benchmark Novia Financial Fidelity Adviser Solutions 7IM abrdn Wrap Quilter
7IM Blended Adventurous	GBP Allocation 80%+ Equity	58.11	11.28	0.25	M&G Wealth Aviva Transact James Hay Morningstar Wealth Aegon Benchmark Advance by Embark Novia Financial 7IM Aegon ARC abrdn Wrap Nucleus Quilter
7IM Blended Adventurous Plus	GBP Allocation 80%+ Equity	63.60	12.27	0.25	7IM
7IM Blended Balanced	GBP Allocation 40-60% Equity	42.36	8.96	0.25	M&G Wealth Aviva Transact James Hay Morningstar Wealth Aegon Benchmark Advance by Embark Novia Financial 7IM Aegon ARC abrdn Wrap Nucleus Quilter
7IM Blended Cautious	GBP Allocation 0-20% Equity	23.97	5.47	0.25	M&G Wealth Aviva Transact James Hay Morningstar Wealth Aegon Benchmark Advance by Embark Novia Financial 7IM Aegon ARC abrdn Wrap Nucleus Quilter
7IM Blended Conservative	GBP Allocation 20-40% Equity		6.19	0.25	Aviva 7IM abrdn Wrap
7IM Blended Dynamic	GBP Allocation 40-60% Equity		10.36	0.25	Aviva 7IM abrdn Wrap
7IM Blended Growth	GBP Allocation 60-80% Equity		10.86	0.25	Aviva 7IM abrdn Wrap
7IM Blended Moderate	GBP Allocation 20-40% Equity		7.69	0.25	Aviva 7IM abrdn Wrap
7IM Blended Moderately Adventurous	GBP Allocation 60-80% Equity	51.03	10.78	0.25	M&G Wealth Aviva Transact James Hay Morningstar Wealth Aegon Benchmark Advance by Embark Novia Financial 7IM Aegon ARC abrdn Wrap Nucleus Quilter
7IM Blended Moderately Cautious	GBP Allocation 20-40% Equity	32.24	7.25	0.25	M&G Wealth Aviva Transact James Hay Morningstar Wealth Aegon Benchmark Advance by Embark Novia Financial 7IM Aegon ARC abrdn Wrap Nucleus Quilter

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

The following pages are intended for firms and individuals who are authorised by the Financial Conduct Authority to provide advice and investment services to UK clients. The information within this site must not be distributed or otherwise made available to retail clients, nor relied upon by retail clients.