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
Binary - ESG Blend Growth	GBP Allocation 60-80% Equity	61.71	8.45	0.20	Transact
Binary - Ethical Adventurous	GBP Allocation 80%+ Equity	66.83	8.33	0.30	7IM
Binary - Ethical Balanced	GBP Allocation 40-60% Equity	39.67	7.56	0.30	7IM
Binary - Ethical Cautious	GBP Allocation 20-40% Equity	26.65	7.06	0.30	7IM
Binary - Ethical Defensive	GBP Allocation 0-20% Equity	8.95	6.54	0.30	M&G Wealth 7IM
Binary - Ethical Growth	GBP Allocation 60-80% Equity	60.75	8.16	0.30	7IM
Binary - Evidence 100	Global Large-Cap Blend Equity			0.12	M&G Wealth Fundment Novia Global Aviva Transact Scottish Widows P1 Aegon Novia Financial Morningstar Wealth International Fidelity Adviser Solutions 7IM abrdn Wrap Nucleus Parmenion True Potential Quilter AJ Bell Investcentre
Binary - Evidence 20	GBP Allocation 0-20% Equity			0.12	M&G Wealth Fundment Novia Global Aviva Transact Scottish Widows P1 Aegon Novia Financial Morningstar Wealth International Fidelity Adviser Solutions 7IM abrdn Wrap Nucleus Parmenion True Potential Quilter AJ Bell Investcentre
Binary - Evidence 40	GBP Allocation 20-40% Equity			0.12	M&G Wealth Fundment Novia Global Aviva Transact Scottish Widows P1 Aegon Novia Financial Morningstar Wealth International Fidelity Adviser Solutions 7IM abrdn Wrap Nucleus Parmenion True Potential Quilter AJ Bell Investcentre
Binary - Evidence 60	GBP Allocation 40-60% Equity			0.12	M&G Wealth Fundment Novia Global Aviva Transact Scottish Widows P1 Aegon Wealthtime Novia Financial Morningstar Wealth International Fidelity Adviser Solutions 7IM abrdn Wrap Nucleus Parmenion Quilter AJ Bell Investcentre
Binary - Evidence 80	GBP Allocation 60-80% Equity			0.12	M&G Wealth Fundment Novia Global Aviva Transact Scottish Widows P1 Aegon Novia Financial Morningstar Wealth International Fidelity Adviser Solutions 7IM abrdn Wrap Nucleus Parmenion True Potential Quilter AJ Bell Investcentre
Binary - Islamic Adventurous	GBP Allocation 80%+ Equity	73.19	19.58	0.35	Fundment Aviva Transact True Potential Quilter
Binary - Islamic Balanced	GBP Allocation 40-60% Equity	45.54	13.61	0.35	Fundment Aviva Transact True Potential Quilter
Binary - Islamic Cautious	GBP Allocation 20-40% Equity	34.85	10.55	0.35	Fundment Aviva Transact True Potential Quilter
Binary - Islamic Defensive	GBP Allocation 0-20% Equity	30.15	6.54	0.35	Fundment Aviva Transact True Potential Quilter
Binary - Islamic Growth	GBP Allocation 60-80% Equity	64.42	16.85	0.35	Fundment Aviva Transact True Potential Quilter
Binary - Passive Adventurous	GBP Allocation 80%+ Equity	68.04	17.47	0.05	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 - Passive Balanced	GBP Allocation 40-60% Equity	41.63	13.44	0.05	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 - Passive Cautious	GBP Allocation 20-40% Equity	29.28	10.96	0.05	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 - Passive Defensive	GBP Allocation 0-20% Equity	19.03	8.62	0.05	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

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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