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: 28/02/2025

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
Binary - Core Cautious	GBP Allocation 20-40% Equity	24.67		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	12.76		0.25	Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Wealthtime Fundment
Binary - Core Growth	GBP Allocation 60-80% Equity	51.61		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	36.07		0.30	Transact 7IM
Binary - Defined Returns Growth	GBP Allocation 60-80% Equity	47.69		0.30	7IM
Binary - ESG Blend Adventurous	GBP Allocation 80%+ Equity	69.77	4.55	0.20	Transact
Binary - ESG Blend Balanced	GBP Allocation 40-60% Equity	45.95	3.50	0.20	Transact
Binary - ESG Blend Cautious	GBP Allocation 20-40% Equity	33.97	2.65	0.20	Transact
Binary - ESG Blend Defensive	GBP Allocation 0-20% Equity	24.91	1.78	0.20	Transact
Binary - ESG Blend Growth	GBP Allocation 60-80% Equity	58.48	4.18	0.20	Transact
Binary - Ethical Adventurous	GBP Allocation 80%+ Equity	59.57		0.30	7IM
Binary - Ethical Balanced	GBP Allocation 40-60% Equity	36.43		0.30	7IM
Binary - Ethical Cautious	GBP Allocation 20-40% Equity	24.56		0.30	7IM
Binary - Ethical Defensive	GBP Allocation 0-20% Equity	18.31		0.30	M&G Wealth 7IM
Binary - Ethical Growth	GBP Allocation 60-80% Equity	48.94		0.30	7IM
Binary - Islamic Adventurous	GBP Allocation 80%+ Equity	65.53	8.49	0.35	Transact
Binary - Islamic Balanced	GBP Allocation 40-60% Equity	46.50	6.62	0.35	Transact
Binary - Islamic Cautious	GBP Allocation 20-40% Equity	37.61	5.42	0.35	Transact
Binary - Islamic Defensive	GBP Allocation 0-20% Equity	31.54	4.35	0.35	Transact
Binary - Islamic Growth	GBP Allocation 60-80% Equity	56.24	7.59	0.35	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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