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: 31/03/2026

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
ASPIM Growth Equity	GBP Allocation 80%+ Equity	65.82	10.63	0.25	M&G Wealth Fundment Novia Global Aviva Transact Scottish Widows Hubwise Wealthtime Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Elevate abrdn Wrap Nucleus Parmenion True Potential Quilter
ASPIM Growth Unconstrained	GBP Allocation 80%+ Equity	63.85	10.37	0.25	M&G Wealth Fundment Novia Global Aviva Transact Scottish Widows Hubwise Wealthtime Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Elevate abrdn Wrap Nucleus Parmenion True Potential Quilter
ASPIM Index 10	GBP Allocation 80%+ Equity	67.69	12.11	0.15	M&G Wealth Fundment Novia Global Aviva Transact Scottish Widows Hubwise Wealthtime Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Elevate abrdn Wrap Nucleus Parmenion True Potential Quilter
ASPIM Index 2	GBP Allocation 20-40% Equity	27.35	5.73	0.15	M&G Wealth Fundment Novia Global Aviva Transact Scottish Widows Hubwise Wealthtime Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Elevate abrdn Wrap Nucleus Parmenion True Potential Quilter
ASPIM Index 3	GBP Allocation 20-40% Equity	31.39	6.69	0.15	M&G Wealth Fundment Novia Global Aviva Transact Scottish Widows Hubwise Wealthtime Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Elevate abrdn Wrap Nucleus Parmenion True Potential Quilter
ASPIM Index 4	GBP Allocation 40-60% Equity	37.86	7.70	0.15	M&G Wealth Fundment Novia Global Aviva Transact Scottish Widows Hubwise Wealthtime Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Elevate abrdn Wrap Nucleus Parmenion True Potential Quilter
ASPIM Index 5	GBP Allocation 40-60% Equity	42.86	8.70	0.15	M&G Wealth Fundment Novia Global Aviva Transact Scottish Widows Hubwise Wealthtime Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Elevate abrdn Wrap Nucleus Parmenion True Potential Quilter
ASPIM Index 6	GBP Allocation 60-80% Equity	47.50	9.45	0.15	M&G Wealth Fundment Novia Global Aviva Transact Scottish Widows Hubwise Wealthtime Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Elevate abrdn Wrap Nucleus Parmenion True Potential Quilter
ASPIM Index 7	GBP Allocation 60-80% Equity	55.51	10.65	0.15	M&G Wealth Fundment Novia Global Aviva Transact Scottish Widows Hubwise Wealthtime Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Elevate abrdn Wrap Nucleus Parmenion True Potential Quilter
ASPIM Index 8	GBP Allocation 80%+ Equity	59.19	11.67	0.15	M&G Wealth Fundment Novia Global Aviva Transact Scottish Widows Hubwise Wealthtime Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Elevate abrdn Wrap Nucleus Parmenion True Potential Quilter
ASPIM Index 9	GBP Allocation 80%+ Equity	63.98	12.01	0.15	M&G Wealth Fundment Novia Global Aviva Transact Scottish Widows Hubwise Wealthtime Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Elevate abrdn Wrap Nucleus Parmenion True Potential Quilter
BCM Capped 0	Global Diversified Bond		2.46	0.25	M&G Wealth Fundment Transact Morningstar Wealth Fidelity Adviser Solutions 7IM Nucleus Quilter
BCM Capped 100	Global Large-Cap Blend Equity		11.16	0.25	M&G Wealth Fundment Transact Morningstar Wealth Fidelity Adviser Solutions 7IM Nucleus Quilter
BCM Capped 30	GBP Allocation 20-40% Equity	24.04	5.03	0.25	M&G Wealth Fundment Transact Morningstar Wealth Fidelity Adviser Solutions 7IM Nucleus Quilter
BCM Capped 45	GBP Allocation 40-60% Equity	31.35	6.34	0.25	M&G Wealth Fundment Transact Morningstar Wealth Fidelity Adviser Solutions 7IM Nucleus Quilter
BCM Capped 60	GBP Allocation 40-60% Equity	37.35	7.71	0.25	M&G Wealth Fundment Transact Morningstar Wealth Fidelity Adviser Solutions 7IM Nucleus Quilter
BCM Capped 75	GBP Allocation 60-80% Equity	45.57	9.03	0.25	M&G Wealth Fundment Transact Morningstar Wealth Fidelity Adviser Solutions 7IM Nucleus Quilter
BCM Capped 80	GBP Allocation 60-80% Equity	47.60	9.47	0.25	M&G Wealth Fundment Transact Morningstar Wealth Fidelity Adviser Solutions 7IM Nucleus Quilter
BCM Capped 90	GBP Allocation 80%+ Equity	54.10	10.44	0.25	M&G Wealth Fundment Transact Morningstar Wealth Fidelity Adviser Solutions 7IM Nucleus Quilter
BCM Core 0	Global Diversified Bond	16.54	2.96	0.25	M&G Wealth Fundment Transact Morningstar Wealth Fidelity Adviser Solutions 7IM 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

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