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 - Passive Growth	GBP Allocation 60-80% Equity	56.44	15.61	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 - Sustainable Adventurous	GBP Allocation 80%+ Equity	66.55	8.02	0.30	M&G Wealth Transact Wealthtime Novia Financial Fidelity Adviser Solutions Nucleus Quilter
Binary - Sustainable Balanced	GBP Allocation 40-60% Equity	39.70	7.48	0.30	M&G Wealth Fundment Aviva Transact P1 Wealthtime Novia Financial Fidelity Adviser Solutions Nucleus Quilter
Binary - Sustainable Cautious	GBP Allocation 20-40% Equity	27.50	7.08	0.30	M&G Wealth Fundment Aviva Transact P1 Wealthtime Novia Financial Fidelity Adviser Solutions Nucleus Quilter
Binary - Sustainable Defensive	GBP Allocation 0-20% Equity	13.40	6.66	0.30	M&G Wealth Fundment Aviva Transact P1 Wealthtime Novia Financial Fidelity Adviser Solutions Nucleus Quilter
Binary - Sustainable Growth	GBP Allocation 60-80% Equity	61.37	7.88	0.30	M&G Wealth Aviva Transact P1 Wealthtime Novia Financial Fidelity Adviser Solutions Nucleus Quilter
Blackfinch Balanced MPS	GBP Allocation 60-80% Equity	44.66	11.62	0.25	M&G Wealth Novia Global Aviva Transact Scottish Widows Benchmark Hubwise Advance by Embark Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus True Potential Quilter
Blackfinch Cautious MPS	GBP Allocation 40-60% Equity	30.76	9.52	0.25	M&G Wealth Novia Global Aviva Transact Scottish Widows Benchmark Hubwise Advance by Embark Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus True Potential Quilter
Blackfinch Defensive MPS	GBP Allocation 20-40% Equity	21.30	7.28	0.25	M&G Wealth Novia Global Aviva Transact Scottish Widows Benchmark Hubwise Advance by Embark Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus True Potential Quilter
Blackfinch Enhanced Growth MPS	GBP Allocation 80%+ Equity	63.23	14.43	0.25	M&G Wealth Novia Global Aviva Transact Scottish Widows Benchmark Hubwise Advance by Embark Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus True Potential Quilter
Blackfinch Growth MPS	GBP Allocation 60-80% Equity	61.14	13.16	0.25	M&G Wealth Novia Global Aviva Transact Scottish Widows Benchmark Hubwise Advance by Embark Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus True Potential Quilter
BM Global MPS High Risk	GBP Allocation 80%+ Equity	67.95		0.15	M&G Wealth Fundment Aviva Transact James Hay Scottish Widows Morningstar Wealth Aegon Benchmark Hubwise Wealthtime Fidelity Adviser Solutions 7IM Aegon ARC abrdn Elevate abrdn Wrap Nucleus Parmenion Quilter AJ Bell Investcentre
BM Global MPS High Risk (Passive)	GBP Allocation 80%+ Equity	67.55		0.10	M&G Wealth Fundment Aviva Transact James Hay Scottish Widows Morningstar Wealth Aegon Benchmark Hubwise Wealthtime Fidelity Adviser Solutions 7IM Aegon ARC abrdn Elevate abrdn Wrap Nucleus Parmenion Quilter AJ Bell Investcentre
BM Global MPS Low Medium Risk (Passive)	GBP Allocation 40-60% Equity			0.10	M&G Wealth Fundment Aviva Transact James Hay Scottish Widows Morningstar Wealth Aegon Benchmark Hubwise Wealthtime Fidelity Adviser Solutions 7IM Aegon ARC abrdn Elevate abrdn Wrap Nucleus Parmenion Quilter AJ Bell Investcentre
BM Global MPS Low Risk	GBP Allocation 0-20% Equity			0.15	M&G Wealth Fundment Aviva Transact James Hay Scottish Widows Morningstar Wealth Aegon Benchmark Hubwise Wealthtime Fidelity Adviser Solutions 7IM Aegon ARC abrdn Elevate abrdn Wrap Nucleus Parmenion Quilter AJ Bell Investcentre
BM Global MPS Low Risk (Passive)	GBP Allocation 20-40% Equity			0.10	M&G Wealth Fundment Aviva Transact James Hay Scottish Widows Morningstar Wealth Aegon Benchmark Hubwise Wealthtime Fidelity Adviser Solutions 7IM Aegon ARC abrdn Elevate abrdn Wrap Nucleus Parmenion Quilter AJ Bell Investcentre
BM Global MPS Low to Medium Risk	GBP Allocation 20-40% Equity			0.15	M&G Wealth Fundment Aviva Transact James Hay Scottish Widows Morningstar Wealth Aegon Benchmark Hubwise Wealthtime Fidelity Adviser Solutions 7IM Aegon ARC abrdn Elevate abrdn Wrap Nucleus Parmenion Quilter AJ Bell Investcentre
BM Global MPS Medium High Risk (Passive)	GBP Allocation 80%+ Equity	59.73		0.10	M&G Wealth Fundment Aviva Transact James Hay Scottish Widows Morningstar Wealth Aegon Benchmark Hubwise Wealthtime Fidelity Adviser Solutions 7IM Aegon ARC abrdn Elevate abrdn Wrap Nucleus Parmenion Quilter AJ Bell Investcentre
BM Global MPS Medium Risk	GBP Allocation 60-80% Equity			0.15	M&G Wealth Fundment Aviva Transact James Hay Scottish Widows Morningstar Wealth Aegon Benchmark Hubwise Wealthtime Fidelity Adviser Solutions 7IM Aegon ARC abrdn Elevate abrdn Wrap Nucleus Parmenion Quilter AJ Bell Investcentre
BM Global MPS Medium Risk (Passive)	GBP Allocation 60-80% Equity			0.10	M&G Wealth Fundment Aviva Transact James Hay Scottish Widows Morningstar Wealth Aegon Benchmark Hubwise Wealthtime Fidelity Adviser Solutions 7IM Aegon ARC abrdn Elevate abrdn Wrap Nucleus Parmenion 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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