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: 28/02/2025

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
7IM Responsible Choice Adventurous	GBP Allocation 80%+ Equity	64.91	3.07	0.30	abrdn Wrap Transact Aviva M&G Wealth 7IM Novia Financial
7IM Responsible Choice Balanced	GBP Allocation 40-60% Equity	45.06	2.64	0.30	abrdn Wrap Transact Aviva M&G Wealth 7IM Novia Financial
7IM Responsible Choice Cautious	GBP Allocation 0-20% Equity	26.22	0.28	0.30	abrdn Wrap Transact Aviva M&G Wealth 7IM Novia Financial
7IM Responsible Choice Mod Adventurous	GBP Allocation 60-80% Equity	54.99	3.04	0.30	abrdn Wrap Transact Aviva M&G Wealth 7IM Novia Financial
7IM Responsible Choice Mod Cautious	GBP Allocation 20-40% Equity	34.95	1.44	0.30	abrdn Wrap Transact Aviva M&G Wealth 7IM Novia Financial
8AM AQ Classic 3	GBP Allocation 20-40% Equity	23.30	2.19	0.15	abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus 7IM True Potential Novia Financial Hubwise Aegon ARC Scottish Widows Fundment Benchmark Morningstar Wealth International
8AM AQ Classic 4	GBP Allocation 40-60% Equity	34.30	3.19	0.15	abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus 7IM True Potential Novia Financial Hubwise Aegon ARC Scottish Widows Fundment Benchmark Morningstar Wealth International
8AM AQ Classic 5	GBP Allocation 40-60% Equity	42.97	4.60	0.15	abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus 7IM True Potential Novia Financial Hubwise Aegon ARC Scottish Widows Fundment Benchmark Morningstar Wealth International
8AM AQ Classic 6	GBP Allocation 60-80% Equity	51.51	5.48	0.15	abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus 7IM True Potential Novia Financial Hubwise Aegon ARC Scottish Widows Fundment Benchmark Morningstar Wealth International
8AM AQ Classic 7	GBP Allocation 80%+ Equity	59.05	6.16	0.15	abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus 7IM True Potential Novia Financial Hubwise Aegon ARC Scottish Widows Fundment Benchmark Morningstar Wealth International
8AM AQ Classic 8	Global Large-Cap Blend Equity			0.15	abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus 7IM True Potential Novia Financial Aegon ARC Scottish Widows Fundment Benchmark Morningstar Wealth International
8AM AQ Sustainable 3	GBP Allocation 20-40% Equity	28.88	-0.43	0.15	Quilter Fidelity Adviser Solutions AJ Bell Investcentre Aviva Nucleus
8AM AQ Sustainable 4	GBP Allocation 40-60% Equity	37.92	0.42	0.15	Quilter Fidelity Adviser Solutions AJ Bell Investcentre Aviva Nucleus
8AM AQ Sustainable 5	GBP Allocation 40-60% Equity	43.58	1.72	0.15	Quilter Fidelity Adviser Solutions AJ Bell Investcentre Aviva Nucleus
8AM AQ Sustainable 6	GBP Allocation 60-80% Equity	51.65	2.82	0.15	Quilter Fidelity Adviser Solutions AJ Bell Investcentre Aviva Nucleus
8AM AQ Sustainable 7	GBP Allocation 80%+ Equity	63.21	3.23	0.15	Quilter Fidelity Adviser Solutions AJ Bell Investcentre Aviva Nucleus
8AM Legacy AQ Classic 3	GBP Allocation 20-40% Equity	25.42	2.09	0.15	abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus 7IM True Potential Novia Financial Hubwise Aegon ARC Scottish Widows Fundment Benchmark Morningstar Wealth International
8AM Legacy AQ Classic 4	GBP Allocation 40-60% Equity	35.76	3.07	0.15	abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus 7IM True Potential Novia Financial Hubwise Aegon ARC Scottish Widows Fundment Benchmark Morningstar Wealth International
8AM Legacy AQ Classic 5	GBP Allocation 40-60% Equity	45.25	4.37	0.15	abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus 7IM True Potential Novia Financial Hubwise Aegon ARC Scottish Widows Fundment Benchmark Morningstar Wealth International
8AM Legacy AQ Classic 6	GBP Allocation 60-80% Equity	53.88	5.17	0.15	abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus 7IM True Potential Novia Financial Hubwise Aegon ARC Scottish Widows Fundment Benchmark Morningstar Wealth International

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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