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: 30/06/2026

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
ASPIM Index 2	GBP Allocation 20-40% Equity	23.93	7.39	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	27.40	8.49	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	33.20	10.02	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	38.90	11.41	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	44.51	12.25	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	55.70	14.24	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	59.75	15.41	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	65.35	16.59	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	9.44	3.26	0.25	M&G Wealth Fundment Transact Morningstar Wealth Fidelity Adviser Solutions 7IM Nucleus Quilter
BCM Capped 100	Global Large-Cap Blend Equity	64.60	14.38	0.25	M&G Wealth Fundment Transact Morningstar Wealth Fidelity Adviser Solutions 7IM Nucleus Quilter
BCM Capped 30	GBP Allocation 20-40% Equity	24.54	6.75	0.25	M&G Wealth Fundment Transact Morningstar Wealth Fidelity Adviser Solutions 7IM Nucleus Quilter
BCM Capped 45	GBP Allocation 40-60% Equity	31.05	8.47	0.25	M&G Wealth Fundment Transact Morningstar Wealth Fidelity Adviser Solutions 7IM Nucleus Quilter
BCM Capped 60	GBP Allocation 40-60% Equity	39.40	10.22	0.25	M&G Wealth Fundment Transact Morningstar Wealth Fidelity Adviser Solutions 7IM Nucleus Quilter
BCM Capped 75	GBP Allocation 60-80% Equity	51.28	11.88	0.25	M&G Wealth Fundment Transact Morningstar Wealth Fidelity Adviser Solutions 7IM Nucleus Quilter
BCM Capped 80	GBP Allocation 60-80% Equity	52.59	12.39	0.25	M&G Wealth Fundment Transact Morningstar Wealth Fidelity Adviser Solutions 7IM Nucleus Quilter
BCM Capped 90	GBP Allocation 80%+ Equity	59.56	13.53	0.25	M&G Wealth Fundment Transact Morningstar Wealth Fidelity Adviser Solutions 7IM Nucleus Quilter
BCM Core 0	Global Diversified Bond	10.40	3.89	0.25	M&G Wealth Fundment Transact Morningstar Wealth Fidelity Adviser Solutions 7IM Nucleus Quilter
BCM Core 100	Global Large-Cap Blend Equity	64.77	12.74	0.25	M&G Wealth Fundment Transact Morningstar Wealth Fidelity Adviser Solutions 7IM Nucleus Quilter
BCM Core 30	GBP Allocation 20-40% Equity	25.01	6.56	0.25	M&G Wealth Fundment Transact Morningstar Wealth Fidelity Adviser Solutions 7IM Nucleus Quilter
BCM Core 45	GBP Allocation 40-60% Equity	30.96	7.91	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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