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 MPS Medium to High Risk (Passive)	GBP Allocation 80%+ Equity	58.91	14.40	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 RIS High (Growth)	GBP Allocation 80%+ Equity	68.41	9.07	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 RIS Low (Income)	GBP Allocation 20-40% Equity	27.29	4.85	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 RIS Low Medium (Income & Growth)	GBP Allocation 40-60% Equity	37.37	5.77	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 RIS Medium (Income & Growth)	GBP Allocation 60-80% Equity	52.98	7.15	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 RIS Medium High (Growth)	GBP Allocation 80%+ Equity	62.35	8.46	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 VMPS 3 (Defensive Income)	GBP Allocation 20-40% Equity	18.07	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 VMPS 4 (Income & Growth)	GBP Allocation 40-60% Equity	28.12	8.05	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 VMPS 5 (Income & Growth)	GBP Allocation 60-80% Equity	37.91	9.67	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 VMPS 6 (Growth)	GBP Allocation 60-80% Equity	50.86	11.19	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 VMPS 7 (Growth)	GBP Allocation 80%+ Equity	68.05	13.74	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
Castlefield Thoughtful MPS I	GBP Allocation 0-20% Equity			0.10	Aviva Transact Wealthtime
Castlefield Thoughtful MPS II	GBP Allocation 40-60% Equity	39.35	5.50	0.10	Aviva Transact Novia Financial
Castlefield Thoughtful MPS III	GBP Allocation 40-60% Equity	51.44	5.51	0.10	Aviva Transact Novia Financial
Castlefield Thoughtful MPS IV	GBP Allocation 60-80% Equity	63.54	5.24	0.10	Aviva Transact Novia Financial
Castlefield Thoughtful MPS V	Global Large-Cap Blend Equity	73.32		0.10	Aviva Transact Wealthtime
CGWM Fixed Interest	Other Bond	15.92	5.36	0.25	Aviva Transact Fidelity Adviser Solutions 7IM abrdn Elevate Nucleus Quilter
CGWM MPS Risk Profile 3	GBP Allocation 20-40% Equity	20.35	7.48	0.25	M&G Wealth Fundment Aviva Transact Scottish Widows Wealthtime Fidelity Adviser Solutions 7IM abrdn Elevate Nucleus Quilter
CGWM MPS Risk Profile 3 Income	GBP Allocation 20-40% Equity	21.76	7.32	0.25	Aviva Transact Scottish Widows Wealthtime Fidelity Adviser Solutions 7IM abrdn Wrap
CGWM MPS Risk Profile 4	GBP Allocation 40-60% Equity	30.31	9.20	0.25	M&G Wealth Fundment Aviva Transact Scottish Widows Wealthtime Fidelity Adviser Solutions 7IM abrdn Elevate Nucleus Quilter

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.

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