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: 30/06/2026

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
7IM Income Adventurous	GBP Allocation 80%+ Equity	61.50	14.34	0.25	M&G Wealth Aviva Transact Morningstar Wealth Aegon Benchmark Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus
7IM Income Adventurous Plus	Global Large-Cap Blend Equity	66.34		0.25	M&G Wealth Aviva Transact Morningstar Wealth Aegon Benchmark Novia Financial Aegon ARC abrdn Wrap Nucleus Quilter
7IM Income Balanced	GBP Allocation 40-60% Equity	39.34	10.28	0.25	M&G Wealth Aviva Transact Morningstar Wealth Aegon Benchmark Novia Financial 7IM Aegon ARC abrdn Wrap Nucleus
7IM Income Cautious	GBP Allocation 0-20% Equity	25.36	7.11	0.25	M&G Wealth Aviva Transact Morningstar Wealth Aegon Benchmark Novia Financial 7IM Aegon ARC abrdn Wrap Nucleus
7IM Income Moderately Adventurous	GBP Allocation 60-80% Equity	52.78	11.91	0.25	M&G Wealth Aviva Transact Morningstar Wealth Aegon Benchmark Novia Financial 7IM Aegon ARC abrdn Wrap Nucleus
7IM Income Moderately Cautious	GBP Allocation 20-40% Equity	28.32	8.87	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	66.14	15.99	0.15	Aviva Transact Benchmark Advance by Embark Novia Financial 7IM abrdn Wrap Nucleus Quilter
7IM Passive Adventurous Plus	Global Large-Cap Blend Equity	66.92	17.37	0.15	Aviva Transact Benchmark Advance by Embark Novia Financial 7IM abrdn Wrap Nucleus Quilter
7IM Passive Balanced	GBP Allocation 40-60% Equity	41.87	12.20	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	23.35	7.61	0.15	Aviva Transact Benchmark Advance by Embark Novia Financial 7IM abrdn Wrap Nucleus Quilter
7IM Passive Conservative	GBP Allocation 20-40% Equity	24.95	8.53	0.15	7IM abrdn Wrap Quilter
7IM Passive Dynamic	GBP Allocation 60-80% Equity	57.41	13.79	0.15	7IM abrdn Wrap Quilter
7IM Passive Growth	GBP Allocation 80%+ Equity	59.75	15.30	0.15	7IM abrdn Wrap Quilter
7IM Passive Moderate	GBP Allocation 40-60% Equity	31.50	10.22	0.15	7IM abrdn Wrap Quilter
7IM Passive Moderately Adventurous	GBP Allocation 60-80% Equity	57.33	14.28	0.15	Aviva Transact Benchmark Advance by Embark Novia Financial 7IM abrdn Wrap Nucleus Quilter
7IM Passive Moderately Cautious	GBP Allocation 20-40% Equity	30.25	9.65	0.15	Aviva Transact Benchmark Advance by Embark Novia Financial 7IM abrdn Wrap Nucleus Quilter
7IM Responsible Choice Adv Plus	GBP Allocation 80%+ Equity	67.90		0.30	7IM
7IM Responsible Choice Adventurous	GBP Allocation 80%+ Equity	66.91	10.32	0.30	M&G Wealth Aviva Transact Novia Financial 7IM abrdn Wrap
7IM Responsible Choice Balanced	GBP Allocation 40-60% Equity	39.26	8.69	0.30	M&G Wealth Aviva Transact Novia Financial 7IM abrdn Wrap
7IM Responsible Choice Cautious	GBP Allocation 0-20% Equity	23.12	5.97	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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