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: 31/07/2026

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
BM Global MPS High Risk (Passive)	GBP Allocation 80%+ Equity	68.53		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	60.81		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
BM Global MPS Medium to High Risk	GBP Allocation 80%+ Equity	60.77		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 MPS High Risk (Growth)	GBP Allocation 80%+ Equity	67.73	13.88	0.25	M&G Wealth Aviva Transact James Hay Scottish Widows Morningstar Wealth Aegon Benchmark Hubwise Advance by Embark Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Elevate abrdn Wrap Nucleus Parmenion Quilter AJ Bell Investcentre
BM MPS High Risk (Passive)	GBP Allocation 80%+ Equity	66.17	15.84	0.20	M&G Wealth Aviva Transact James Hay Scottish Widows Morningstar Wealth Aegon Benchmark Hubwise Advance by Embark Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Elevate abrdn Wrap Nucleus Parmenion Quilter AJ Bell Investcentre
BM MPS Low Risk (Defensive Income)	GBP Allocation 20-40% Equity	17.80	6.37	0.25	M&G Wealth Aviva Transact James Hay Scottish Widows Morningstar Wealth Aegon Benchmark Hubwise Advance by Embark Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Elevate abrdn Wrap Nucleus Parmenion Quilter AJ Bell Investcentre
BM MPS Low Risk (Passive)	GBP Allocation 20-40% Equity	17.29	6.72	0.20	M&G Wealth Aviva Transact James Hay Scottish Widows Morningstar Wealth Aegon Benchmark Hubwise Advance by Embark Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Elevate abrdn Wrap Nucleus Parmenion Quilter AJ Bell Investcentre
BM MPS Low to Medium Risk (Inc & Grwth)	GBP Allocation 20-40% Equity	29.25	8.28	0.25	M&G Wealth Aviva Transact James Hay Scottish Widows Morningstar Wealth Aegon Benchmark Hubwise Advance by Embark Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Elevate abrdn Wrap Nucleus Parmenion Quilter AJ Bell Investcentre
BM MPS Low to Medium Risk (Income)	GBP Allocation 20-40% Equity	29.59	8.70	0.25	M&G Wealth Aviva Transact James Hay Scottish Widows Morningstar Wealth Aegon Benchmark Hubwise Advance by Embark Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Elevate abrdn Wrap Nucleus Parmenion Quilter AJ Bell Investcentre
BM MPS Low to Medium Risk (Passive)	GBP Allocation 40-60% Equity	29.01	9.16	0.20	M&G Wealth Aviva Transact James Hay Scottish Widows Morningstar Wealth Aegon Benchmark Hubwise Advance by Embark Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Elevate abrdn Wrap Nucleus Parmenion Quilter AJ Bell Investcentre
BM MPS Medium Risk (Income & Growth)	GBP Allocation 60-80% Equity	42.83	10.73	0.25	M&G Wealth Aviva Transact James Hay Scottish Widows Morningstar Wealth Aegon Benchmark Hubwise Advance by Embark Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Elevate abrdn Wrap Nucleus Parmenion Quilter AJ Bell Investcentre
BM MPS Medium Risk (Income)	GBP Allocation 60-80% Equity	42.42	11.11	0.25	M&G Wealth Aviva Transact James Hay Scottish Widows Morningstar Wealth Aegon Benchmark Hubwise Advance by Embark Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Elevate abrdn Wrap Nucleus Parmenion Quilter AJ Bell Investcentre
BM MPS Medium Risk (Passive)	GBP Allocation 60-80% Equity	42.44	12.03	0.20	M&G Wealth Aviva Transact James Hay Scottish Widows Morningstar Wealth Aegon Benchmark Hubwise Advance by Embark Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Elevate abrdn Wrap Nucleus Parmenion Quilter AJ Bell Investcentre
BM MPS Medium to High Risk (Growth)	GBP Allocation 80%+ Equity	59.66	12.79	0.25	M&G Wealth Aviva Transact James Hay Scottish Widows Morningstar Wealth Aegon Benchmark Hubwise Advance by Embark Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Elevate abrdn Wrap Nucleus Parmenion Quilter AJ Bell Investcentre

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Equally if you are a Management firm and would like to list your products, email us at mpdbonboarding@morningstar.com

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