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
BCM Core 60	GBP Allocation 40-60% Equity	38.48	9.23	0.25	M&G Wealth Fundment Transact Morningstar Wealth Fidelity Adviser Solutions 7IM Nucleus Quilter
BCM Core 75	GBP Allocation 60-80% Equity	50.38	10.74	0.25	M&G Wealth Fundment Transact Morningstar Wealth Fidelity Adviser Solutions 7IM Nucleus Quilter
BCM Core 80	GBP Allocation 60-80% Equity	52.72	11.05	0.25	M&G Wealth Fundment Transact Morningstar Wealth Fidelity Adviser Solutions 7IM Nucleus Quilter
BCM Core 90	GBP Allocation 80%+ Equity	59.63	12.03	0.25	M&G Wealth Fundment Transact Morningstar Wealth Fidelity Adviser Solutions 7IM Nucleus Quilter
Binary - Active Adventurous	GBP Allocation 80%+ Equity	62.65	10.42	0.30	M&G Wealth Fundment Transact Scottish Widows P1 Wealthtime Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus True Potential Quilter AJ Bell Investcentre
Binary - Active Balanced	GBP Allocation 40-60% Equity	40.55	8.56	0.30	M&G Wealth Fundment Aviva Transact P1 Wealthtime Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus True Potential Quilter AJ Bell Investcentre
Binary - Active Cautious	GBP Allocation 20-40% Equity	27.52	7.46	0.30	M&G Wealth Fundment Aviva Transact Scottish Widows P1 Wealthtime Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus True Potential Quilter AJ Bell Investcentre
Binary - Active Defensive	GBP Allocation 0-20% Equity	10.40	6.49	0.30	M&G Wealth Fundment Aviva Transact Scottish Widows P1 Wealthtime Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus True Potential Quilter AJ Bell Investcentre
Binary - Active Growth	GBP Allocation 60-80% Equity	58.68	9.74	0.30	M&G Wealth Fundment Aviva Transact Scottish Widows P1 Wealthtime Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus True Potential Quilter AJ Bell Investcentre
Binary - Core Adventurous	GBP Allocation 80%+ Equity	62.84		0.25	M&G Wealth Fundment Aviva Transact Scottish Widows P1 Wealthtime Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus Parmenion True Potential Quilter AJ Bell Investcentre
Binary - Core Balanced	GBP Allocation 40-60% Equity	33.83		0.25	M&G Wealth Fundment Aviva Scottish Widows P1 Wealthtime Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus Parmenion True Potential Quilter AJ Bell Investcentre
Binary - Core Cautious	GBP Allocation 20-40% Equity	25.02		0.25	M&G Wealth Fundment Transact Scottish Widows P1 Wealthtime Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus Parmenion True Potential Quilter AJ Bell Investcentre
Binary - Core Defensive	GBP Allocation 0-20% Equity	9.15		0.25	M&G Wealth Fundment Aviva Transact Scottish Widows P1 Wealthtime Fidelity Adviser Solutions 7IM Aegon ARC Nucleus Parmenion True Potential Quilter AJ Bell Investcentre
Binary - Core Growth	GBP Allocation 60-80% Equity	56.00		0.25	M&G Wealth Fundment Aviva Transact Scottish Widows P1 Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus Parmenion True Potential Quilter AJ Bell Investcentre
Binary - Defined Returns Balanced	GBP Allocation 40-60% Equity	30.77	8.97	0.30	Transact 7IM
Binary - Defined Returns Growth	GBP Allocation 60-80% Equity	40.87	10.20	0.30	7IM
Binary - ESG Blend Adventurous	GBP Allocation 80%+ Equity	73.13	9.21	0.20	Transact
Binary - ESG Blend Balanced	GBP Allocation 40-60% Equity	44.73	7.99	0.20	Transact
Binary - ESG Blend Cautious	GBP Allocation 20-40% Equity	30.58	7.41	0.20	Transact
Binary - ESG Blend Defensive	GBP Allocation 0-20% Equity	21.87	6.91	0.20	Transact

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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