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: 30/11/2025

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
Binary - ESG Blend Adventurous	GBP Allocation 80%+ Equity	69.95	6.41	0.20	Transact
Binary - ESG Blend Balanced	GBP Allocation 40-60% Equity	47.33	5.98	0.20	Transact
Binary - ESG Blend Cautious	GBP Allocation 20-40% Equity	35.06	5.79	0.20	Transact
Binary - ESG Blend Defensive	GBP Allocation 0-20% Equity	25.81	5.66	0.20	Transact
Binary - ESG Blend Growth	GBP Allocation 60-80% Equity	59.31	6.20	0.20	Transact
Binary - Ethical Adventurous	GBP Allocation 80%+ Equity	60.59	6.50	0.30	7IM
Binary - Ethical Balanced	GBP Allocation 40-60% Equity	38.43	6.28	0.30	7IM
Binary - Ethical Cautious	GBP Allocation 20-40% Equity	26.24	6.01	0.30	7IM
Binary - Ethical Defensive	GBP Allocation 0-20% Equity	18.66	5.93	0.30	M&G Wealth 7IM
Binary - Ethical Growth	GBP Allocation 60-80% Equity	51.42	6.46	0.30	7IM
Binary - Islamic Adventurous	GBP Allocation 80%+ Equity	71.46	13.21	0.35	Transact
Binary - Islamic Balanced	GBP Allocation 40-60% Equity	49.65	9.14	0.35	Transact
Binary - Islamic Cautious	GBP Allocation 20-40% Equity	39.55	6.78	0.35	Transact
Binary - Islamic Defensive	GBP Allocation 0-20% Equity	30.92	4.28	0.35	Transact
Binary - Islamic Growth	GBP Allocation 60-80% Equity	60.99	11.32	0.35	Transact
Binary - Passive Adventurous	GBP Allocation 80%+ Equity	68.55	14.24	0.05	Quilter Transact Fidelity Adviser Solutions M&G Wealth Nucleus Novia Financial
Binary - Passive Balanced	GBP Allocation 40-60% Equity	48.40	11.26	0.05	Quilter Transact Fidelity Adviser Solutions M&G Wealth Nucleus Novia Financial
Binary - Passive Cautious	GBP Allocation 20-40% Equity	36.35	9.16	0.05	Quilter Transact Fidelity Adviser Solutions M&G Wealth Nucleus Novia Financial
Binary - Passive Defensive	GBP Allocation 0-20% Equity	26.37	7.07	0.05	Quilter Transact Fidelity Adviser Solutions M&G Wealth Nucleus Novia Financial
Binary - Passive Growth	GBP Allocation 60-80% Equity	59.98	13.00	0.05	Quilter Transact Fidelity Adviser Solutions M&G Wealth Nucleus Novia Financial

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.