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: 31/03/2026

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
7IM Income Balanced	GBP Allocation 40-60% Equity	40.14	7.98	0.25	M&G Wealth Aviva Transact Morningstar Wealth Aegon Benchmark Novia Financial 7IM Aegon ARC abrdn Wrap Nucleus
7IM Passive Adventurous	GBP Allocation 80%+ Equity	61.57	11.89	0.15	Aviva Transact Benchmark Advance by Embark Novia Financial 7IM abrdn Wrap Nucleus Quilter
7IM Passive Adventurous Plus	Global Large-Cap Blend Equity	64.31	12.80	0.15	Aviva Transact Benchmark Advance by Embark Novia Financial 7IM abrdn Wrap Nucleus Quilter
7IM Passive Balanced	GBP Allocation 40-60% Equity	43.85	9.25	0.15	Aviva Transact Benchmark Advance by Embark Novia Financial 7IM Aegon ARC abrdn Wrap Nucleus Quilter
7IM Passive Cautious	GBP Allocation 0-20% Equity	25.41	5.81	0.15	Aviva Transact Benchmark Advance by Embark Novia Financial 7IM abrdn Wrap Nucleus Quilter
7IM Passive Conservative	GBP Allocation 20-40% Equity			0.15	7IM abrdn Wrap Quilter
7IM Passive Dynamic	GBP Allocation 60-80% Equity			0.15	7IM abrdn Wrap Quilter
7IM Passive Growth	GBP Allocation 80%+ Equity			0.15	7IM abrdn Wrap Quilter
7IM Passive Moderate	GBP Allocation 40-60% Equity			0.15	7IM abrdn Wrap Quilter
7IM Passive Moderately Adventurous	GBP Allocation 60-80% Equity	53.57	10.75	0.15	Aviva Transact Benchmark Advance by Embark Novia Financial 7IM abrdn Wrap Nucleus Quilter
7IM Passive Moderately Cautious	GBP Allocation 20-40% Equity	33.88	7.38	0.15	Aviva Transact Benchmark Advance by Embark Novia Financial 7IM abrdn Wrap Nucleus Quilter
7IM Responsible Choice Adv Plus	GBP Allocation 80%+ Equity	62.48		0.30	7IM
7IM Responsible Choice Adventurous	GBP Allocation 80%+ Equity	62.32	6.26	0.30	M&G Wealth Aviva Transact Novia Financial 7IM abrdn Wrap
7IM Responsible Choice Balanced	GBP Allocation 40-60% Equity	42.68	5.74	0.30	M&G Wealth Aviva Transact Novia Financial 7IM abrdn Wrap
7IM Responsible Choice Cautious	GBP Allocation 0-20% Equity	25.71	3.98	0.30	M&G Wealth Aviva Transact Novia Financial 7IM abrdn Wrap
7IM Responsible Choice Conservative	GBP Allocation 20-40% Equity			0.30	7IM
7IM Responsible Choice Dynamic	GBP Allocation 60-80% Equity			0.30	7IM
7IM Responsible Choice Growth	GBP Allocation 80%+ Equity			0.30	7IM
7IM Responsible Choice Mod Adventurous	GBP Allocation 60-80% Equity	52.61	6.23	0.30	M&G Wealth Aviva Transact Novia Financial 7IM abrdn Wrap
7IM Responsible Choice Mod Cautious	GBP Allocation 20-40% Equity	33.62	4.82	0.30	M&G Wealth Aviva Transact Novia Financial 7IM abrdn Wrap

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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