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 Responsible Choice Moderate	GBP Allocation 40-60% Equity			0.30	7IM
8AM AQ Classic 3	GBP Allocation 20-40% Equity	23.06	6.05	0.15	M&G Wealth Fundment Aviva Transact James Hay Scottish Widows Hubwise Benchmark Novia Financial Morningstar Wealth International Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus True Potential Quilter AJ Bell Investcentre
8AM AQ Classic 4	GBP Allocation 40-60% Equity	33.12	6.95	0.15	M&G Wealth Fundment Aviva Transact James Hay Scottish Widows Hubwise Benchmark Novia Financial Morningstar Wealth International Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus True Potential Quilter AJ Bell Investcentre
8AM AQ Classic 5	GBP Allocation 40-60% Equity	41.30	8.03	0.15	M&G Wealth Fundment Aviva Transact James Hay Scottish Widows Hubwise Benchmark Novia Financial Morningstar Wealth International Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus True Potential Quilter AJ Bell Investcentre
8AM AQ Classic 6	GBP Allocation 60-80% Equity	49.31	8.83	0.15	M&G Wealth Fundment Aviva Transact James Hay Scottish Widows Benchmark Hubwise Novia Financial Morningstar Wealth International Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus True Potential Quilter AJ Bell Investcentre
8AM AQ Classic 7	GBP Allocation 80%+ Equity	55.83	9.55	0.15	M&G Wealth Fundment Aviva Transact James Hay Scottish Widows Hubwise Benchmark Novia Financial Morningstar Wealth International Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus True Potential Quilter AJ Bell Investcentre
8AM AQ Classic 8	Global Large-Cap Blend Equity		9.91	0.15	M&G Wealth Fundment Aviva Transact James Hay Scottish Widows Benchmark Novia Financial Morningstar Wealth International Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus True Potential Quilter AJ Bell Investcentre
8AM AQ Global 100	Global Large-Cap Blend Equity			0.15	Fundment Aviva Transact abrdn Wrap Quilter AJ Bell Investcentre
8AM AQ Global 60	GBP Allocation 60-80% Equity			0.15	Fundment Aviva Transact abrdn Wrap Quilter AJ Bell Investcentre
8AM AQ Global 80	GBP Allocation 80%+ Equity			0.15	Fundment Aviva Transact abrdn Wrap Quilter AJ Bell Investcentre
8AM AQ Sustainable 3	GBP Allocation 20-40% Equity	31.42	5.02	0.15	Aviva Fidelity Adviser Solutions Nucleus Quilter AJ Bell Investcentre
8AM AQ Sustainable 4	GBP Allocation 40-60% Equity	40.78	5.92	0.15	Aviva Fidelity Adviser Solutions Nucleus Quilter AJ Bell Investcentre
8AM AQ Sustainable 5	GBP Allocation 40-60% Equity	50.25	6.91	0.15	Aviva Fidelity Adviser Solutions Nucleus Quilter AJ Bell Investcentre
8AM AQ Sustainable 6	GBP Allocation 60-80% Equity	58.83	7.63	0.15	Aviva Fidelity Adviser Solutions Nucleus Quilter AJ Bell Investcentre
8AM AQ Sustainable 7	GBP Allocation 80%+ Equity	64.88	8.06	0.15	Aviva Fidelity Adviser Solutions Nucleus Quilter AJ Bell Investcentre
8AM Legacy AQ Classic 3	GBP Allocation 20-40% Equity	23.57	6.05	0.15	M&G Wealth Fundment Aviva Transact James Hay Scottish Widows Hubwise Benchmark Novia Financial Morningstar Wealth International Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus True Potential Quilter AJ Bell Investcentre
8AM Legacy AQ Classic 4	GBP Allocation 40-60% Equity	33.44	6.95	0.15	M&G Wealth Fundment Aviva Transact James Hay Scottish Widows Hubwise Benchmark Novia Financial Morningstar Wealth International Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus True Potential Quilter AJ Bell Investcentre
8AM Legacy AQ Classic 5	GBP Allocation 40-60% Equity	41.75	8.03	0.15	M&G Wealth Fundment Aviva Transact James Hay Scottish Widows Hubwise Benchmark Novia Financial Morningstar Wealth International Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus True Potential Quilter AJ Bell Investcentre
8AM Legacy AQ Classic 6	GBP Allocation 60-80% Equity	49.86	8.83	0.15	M&G Wealth Fundment Aviva Transact James Hay Scottish Widows Benchmark Hubwise Novia Financial Morningstar Wealth International Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus True Potential Quilter AJ Bell Investcentre
8AM Legacy AQ Classic 7	GBP Allocation 80%+ Equity	56.46	9.55	0.15	M&G Wealth Fundment Aviva Transact James Hay Scottish Widows Hubwise Benchmark Novia Financial Morningstar Wealth International Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus True Potential Quilter AJ Bell Investcentre

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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