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 Responsible Choice Conservative	GBP Allocation 20-40% Equity	24.45	6.56	0.30	7IM
7IM Responsible Choice Dynamic	GBP Allocation 60-80% Equity	58.74	9.31	0.30	7IM
7IM Responsible Choice Growth	GBP Allocation 80%+ Equity	60.49	9.73	0.30	7IM
7IM Responsible Choice Mod Adventurous	GBP Allocation 60-80% Equity	59.43	9.79	0.30	M&G Wealth Aviva Transact Novia Financial 7IM abrdn Wrap
7IM Responsible Choice Mod Cautious	GBP Allocation 20-40% Equity	29.64	7.25	0.30	M&G Wealth Aviva Transact Novia Financial 7IM abrdn Wrap
7IM Responsible Choice Moderate	GBP Allocation 40-60% Equity	30.57	7.61	0.30	7IM
8AM AQ Classic 3	GBP Allocation 20-40% Equity	21.15	8.21	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 4	GBP Allocation 40-60% Equity	29.46	9.59	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 5	GBP Allocation 40-60% Equity	39.35	11.13	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 6	GBP Allocation 60-80% Equity	56.97	12.46	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	64.77	13.58	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 8	Global Large-Cap Blend Equity	71.96	15.14	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	73.71		0.15	Fundment Aviva Transact abrdn Wrap Quilter AJ Bell Investcentre
8AM AQ Global 60	GBP Allocation 60-80% Equity	44.21		0.15	Fundment Aviva Transact abrdn Wrap Quilter AJ Bell Investcentre
8AM AQ Global 80	GBP Allocation 80%+ Equity	63.71		0.15	Fundment Aviva Transact abrdn Wrap Quilter AJ Bell Investcentre
8AM AQ Sustainable 3	GBP Allocation 20-40% Equity	24.18	7.61	0.15	Aviva Fidelity Adviser Solutions Nucleus Quilter AJ Bell Investcentre
8AM AQ Sustainable 4	GBP Allocation 40-60% Equity	32.41	9.12	0.15	Aviva Fidelity Adviser Solutions Nucleus Quilter AJ Bell Investcentre
8AM AQ Sustainable 5	GBP Allocation 40-60% Equity	44.58	10.76	0.15	Aviva Fidelity Adviser Solutions Nucleus Quilter AJ Bell Investcentre
8AM AQ Sustainable 6	GBP Allocation 60-80% Equity	52.62	12.15	0.15	Aviva Fidelity Adviser Solutions Nucleus Quilter AJ Bell Investcentre
8AM AQ Sustainable 7	GBP Allocation 80%+ Equity	64.63	13.55	0.15	Aviva Fidelity Adviser Solutions Nucleus 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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