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: 30/09/2025

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
BCM Core 0	Global Diversified Bond	17.47	2.04	0.25	Quilter Transact Fidelity Adviser Solutions M&G Wealth Nucleus 7IM Morningstar Wealth Fundment
BCM Core 100	Global Large-Cap Blend Equity	65.24	10.98	0.25	Quilter Transact Fidelity Adviser Solutions M&G Wealth Nucleus 7IM Morningstar Wealth Fundment
BCM Core 30	GBP Allocation 20-40% Equity	28.97	4.57	0.25	Quilter Transact Fidelity Adviser Solutions M&G Wealth Nucleus 7IM Morningstar Wealth Fundment
BCM Core 45	GBP Allocation 40-60% Equity	36.33	5.88	0.25	Quilter Transact Fidelity Adviser Solutions M&G Wealth Nucleus 7IM Morningstar Wealth Fundment
BCM Core 60	GBP Allocation 40-60% Equity	44.12	7.22	0.25	Quilter Transact Fidelity Adviser Solutions M&G Wealth Nucleus 7IM Morningstar Wealth Fundment
BCM Core 75	GBP Allocation 60-80% Equity	52.41	8.76	0.25	Quilter Transact Fidelity Adviser Solutions M&G Wealth Nucleus 7IM Morningstar Wealth Fundment
BCM Core 80	GBP Allocation 60-80% Equity	55.05	9.13	0.25	Quilter Transact Fidelity Adviser Solutions M&G Wealth Nucleus 7IM Morningstar Wealth Fundment
BCM Core 90	GBP Allocation 80%+ Equity	60.66	10.20	0.25	Quilter Transact Fidelity Adviser Solutions M&G Wealth Nucleus 7IM Morningstar Wealth Fundment
Binary - Active Adventurous	GBP Allocation 80%+ Equity	79.82	10.91	0.30	Quilter Transact Fidelity Adviser Solutions M&G Wealth Nucleus Novia Financial Wealthtime
Binary - Active Balanced	GBP Allocation 40-60% Equity	54.92	9.12	0.30	Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus Novia Financial Wealthtime Fundment P1
Binary - Active Cautious	GBP Allocation 20-40% Equity	38.23	7.79	0.30	Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus Novia Financial Wealthtime Fundment P1
Binary - Active Defensive	GBP Allocation 0-20% Equity	23.48	6.40	0.30	Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus Novia Financial Wealthtime Fundment P1
Binary - Active Growth	GBP Allocation 60-80% Equity	69.43	10.25	0.30	Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus Novia Financial Wealthtime Fundment P1
Binary - Core Adventurous	GBP Allocation 80%+ Equity	61.92		0.25	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Novia Financial Fundment
Binary - Core Balanced	GBP Allocation 40-60% Equity	39.42		0.25	abrdn Wrap Quilter Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Novia Financial Wealthtime Fundment
Binary - Core Cautious	GBP Allocation 20-40% Equity	27.21		0.25	abrdn Wrap Quilter Transact Fidelity Adviser Solutions M&G Wealth Nucleus 7IM Novia Financial Wealthtime Fundment
Binary - Core Defensive	GBP Allocation 0-20% Equity	18.14		0.25	Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Wealthtime Fundment
Binary - Core Growth	GBP Allocation 60-80% Equity	52.57		0.25	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Novia Financial Fundment
Binary - Defined Returns Balanced	GBP Allocation 40-60% Equity	35.07		0.30	Transact 7IM
Binary - Defined Returns Growth	GBP Allocation 60-80% Equity	46.02		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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