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 - Passive Adventurous	GBP Allocation 80%+ Equity	67.12	8.87	0.05	Quilter Transact Fidelity Adviser Solutions M&G Wealth Nucleus Novia Financial
Binary - Passive Balanced	GBP Allocation 40-60% Equity	48.60	6.33	0.05	Quilter Transact Fidelity Adviser Solutions M&G Wealth Nucleus Novia Financial
Binary - Passive Cautious	GBP Allocation 20-40% Equity	36.53	4.41	0.05	Quilter Transact Fidelity Adviser Solutions M&G Wealth Nucleus Novia Financial
Binary - Passive Defensive	GBP Allocation 0-20% Equity	26.77	2.48	0.05	Quilter Transact Fidelity Adviser Solutions M&G Wealth Nucleus Novia Financial
Binary - Passive Growth	GBP Allocation 60-80% Equity	58.69	7.96	0.05	Quilter Transact Fidelity Adviser Solutions M&G Wealth Nucleus Novia Financial
Binary - Sustainable Adventurous	GBP Allocation 80%+ Equity	83.89	3.83	0.30	Quilter Transact Fidelity Adviser Solutions M&G Wealth Nucleus Novia Financial Wealthtime
Binary - Sustainable Balanced	GBP Allocation 40-60% Equity	59.05	3.08	0.30	Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus Novia Financial Wealthtime Fundment P1
Binary - Sustainable Cautious	GBP Allocation 20-40% Equity	42.47	2.65	0.30	Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus Novia Financial Wealthtime Fundment P1
Binary - Sustainable Defensive	GBP Allocation 0-20% Equity	28.49	2.07	0.30	Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus Novia Financial Wealthtime Fundment P1
Binary - Sustainable Growth	GBP Allocation 60-80% Equity	72.50	3.60	0.30	Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus Novia Financial Wealthtime P1
Blackfinch Balanced MPS	GBP Allocation 60-80% Equity	45.48	4.08	0.35	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus Advance by Embark 7IM True Potential Novia Financial Hubwise Aegon ARC Scottish Widows Benchmark Novia Global
Blackfinch Cautious MPS	GBP Allocation 40-60% Equity	35.65	3.40	0.35	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus Advance by Embark 7IM True Potential Novia Financial Hubwise Aegon ARC Scottish Widows Benchmark Novia Global
Blackfinch Defensive MPS	GBP Allocation 20-40% Equity	23.69	1.81	0.35	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus Advance by Embark 7IM True Potential Novia Financial Hubwise Aegon ARC Scottish Widows Benchmark Novia Global
Blackfinch Enhanced Growth MPS	GBP Allocation 80%+ Equity	59.43	4.65	0.35	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus Advance by Embark 7IM True Potential Novia Financial Hubwise Aegon ARC Scottish Widows Benchmark Novia Global
Blackfinch Growth MPS	GBP Allocation 60-80% Equity	55.13	4.70	0.35	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus Advance by Embark 7IM True Potential Novia Financial Hubwise Aegon ARC Scottish Widows Benchmark Novia Global
BM MPS High Risk (Growth)	GBP Allocation 80%+ Equity	65.73	6.22	0.25	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Parmenion Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Scottish Widows Benchmark
BM MPS High Risk (Passive)	GBP Allocation 80%+ Equity	61.30	8.61	0.25	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Parmenion Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Scottish Widows Benchmark
BM MPS Low Risk (Defensive Income)	GBP Allocation 20-40% Equity	24.98	1.78	0.25	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Parmenion Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Scottish Widows Benchmark
BM MPS Low Risk (Passive)	GBP Allocation 20-40% Equity	24.77	2.09	0.25	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Parmenion Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Scottish Widows Benchmark
BM MPS Low to Medium Risk (Inc & Grwth)	GBP Allocation 40-60% Equity	35.89	3.24	0.25	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Parmenion Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Scottish Widows Benchmark

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