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: 31/10/2025

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
BM VMPS 6 (Growth)	GBP Allocation 80%+ Equity	53.75	10.25	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 VMPS 7 (Growth)	GBP Allocation 80%+ Equity	64.44	11.79	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
Castlefield G & I - Minimised Risk	GBP Allocation 40-60% Equity	44.24	6.53	0.10	Transact Aviva Novia Financial
Castlefield G & I - Moderated Risk	GBP Allocation 40-60% Equity	52.65	6.89	0.10	Transact Aviva Novia Financial
Castlefield G & I - Unconstrained Risk	GBP Allocation 60-80% Equity	59.43	7.05	0.10	Transact Aviva Novia Financial
Castlefield Growth - Minimised Risk	GBP Allocation 40-60% Equity	50.13	6.81	0.10	Transact Aviva Novia Financial
Castlefield Growth - Moderated Risk	GBP Allocation 40-60% Equity	57.67	7.20	0.10	Transact Aviva Novia Financial
Castlefield Growth - Unconstrained Risk	GBP Allocation 60-80% Equity	65.26	7.20	0.10	Transact Aviva Novia Financial
Castlefield Income - Minimised Risk	GBP Allocation 40-60% Equity	40.96	6.40	0.10	Transact Aviva Novia Financial
Castlefield Income - Moderated Risk	GBP Allocation 40-60% Equity	50.38	6.86	0.10	Transact Aviva Novia Financial
Castlefield Income - Unconstrained Risk	GBP Allocation 60-80% Equity	56.00	6.94	0.10	Transact Aviva Novia Financial
CGWM Fixed Interest	Other Bond	23.57	6.85	0.25	Quilter Transact Fidelity Adviser Solutions Aviva Nucleus 7IM abrdn Elevate
CGWM MPS Risk Profile 3	GBP Allocation 20-40% Equity	24.63	7.34	0.25	Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Wealthtime abrdn Elevate Scottish Widows Fundment
CGWM MPS Risk Profile 3 Income	GBP Allocation 20-40% Equity	23.61	7.06	0.25	abrdn Wrap Transact Fidelity Adviser Solutions Aviva 7IM Wealthtime Scottish Widows
CGWM MPS Risk Profile 4	GBP Allocation 40-60% Equity	37.80	9.32	0.25	Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Wealthtime abrdn Elevate Scottish Widows Fundment
CGWM MPS Risk Profile 4 Income	GBP Allocation 40-60% Equity	32.66	8.21	0.25	Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Wealthtime abrdn Elevate Scottish Widows Fundment
CGWM MPS Risk Profile 5	GBP Allocation 40-60% Equity	47.26	10.59	0.25	Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Wealthtime abrdn Elevate Scottish Widows Fundment
CGWM MPS Risk Profile 5 Income	GBP Allocation 40-60% Equity	40.45	8.86	0.25	Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Wealthtime abrdn Elevate Scottish Widows Fundment
CGWM MPS Risk Profile 6	GBP Allocation 60-80% Equity	56.71	11.81	0.25	Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Wealthtime abrdn Elevate Scottish Widows Fundment
CGWM MPS Risk Profile 7	Global Large-Cap Blend Equity	66.91	11.49	0.25	Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Wealthtime abrdn Elevate Scottish Widows Fundment

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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