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: 28/02/2026

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
7IM Income Balanced	GBP Allocation 40-60% Equity	39.94	9.44	0.25	Aegon abrdn Wrap Transact Aviva M&G Wealth Nucleus 7IM Novia Financial Morningstar Wealth Aegon ARC Benchmark
7IM Passive Adventurous	GBP Allocation 80%+ Equity	61.88	14.50	0.15	abrdn Wrap Quilter Transact Aviva Nucleus Advance by Embark 7IM Novia Financial Benchmark
7IM Passive Adventurous Plus	Global Large-Cap Blend Equity	64.55	15.61	0.15	abrdn Wrap Quilter Transact Aviva Nucleus Advance by Embark 7IM Novia Financial Benchmark
7IM Passive Balanced	GBP Allocation 40-60% Equity	44.31	11.34	0.15	abrdn Wrap Quilter Transact Aviva Nucleus Advance by Embark 7IM Novia Financial Aegon ARC Benchmark
7IM Passive Cautious	GBP Allocation 0-20% Equity	25.71	7.54	0.15	abrdn Wrap Quilter Transact Aviva Nucleus Advance by Embark 7IM Novia Financial Benchmark
7IM Passive Conservative	GBP Allocation 20-40% Equity			0.15	abrdn Wrap Quilter 7IM
7IM Passive Dynamic	GBP Allocation 60-80% Equity			0.15	abrdn Wrap Quilter 7IM
7IM Passive Growth	GBP Allocation 80%+ Equity			0.15	abrdn Wrap Quilter 7IM
7IM Passive Moderate	GBP Allocation 40-60% Equity			0.15	abrdn Wrap Quilter 7IM
7IM Passive Moderately Adventurous	GBP Allocation 60-80% Equity	53.93	13.22	0.15	abrdn Wrap Quilter Transact Aviva Nucleus Advance by Embark 7IM Novia Financial Benchmark
7IM Passive Moderately Cautious	GBP Allocation 20-40% Equity	34.72	9.24	0.15	abrdn Wrap Quilter Transact Aviva Nucleus Advance by Embark 7IM Novia Financial Benchmark
7IM Responsible Choice Adv Plus	GBP Allocation 80%+ Equity	62.22		0.30	7IM
7IM Responsible Choice Adventurous	GBP Allocation 80%+ Equity	61.76	8.52	0.30	abrdn Wrap Transact Aviva M&G Wealth 7IM Novia Financial
7IM Responsible Choice Balanced	GBP Allocation 40-60% Equity	42.77	7.60	0.30	abrdn Wrap Transact Aviva M&G Wealth 7IM Novia Financial
7IM Responsible Choice Cautious	GBP Allocation 0-20% Equity	25.77	5.63	0.30	abrdn Wrap Transact Aviva M&G Wealth 7IM Novia Financial
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	52.26	8.41	0.30	abrdn Wrap Transact Aviva M&G Wealth 7IM Novia Financial
7IM Responsible Choice Mod Cautious	GBP Allocation 20-40% Equity	33.97	6.55	0.30	abrdn Wrap Transact Aviva M&G Wealth 7IM Novia Financial

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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