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: 31/10/2025

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
8AM Legacy AQ Classic 7	GBP Allocation 80%+ Equity	61.56	12.15	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 8	Global Large-Cap Blend Equity		13.44	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
Aberdeen Index MPS 1	GBP Allocation 20-40% Equity	23.07	6.90	0.10	abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre Aviva abrdn Elevate Scottish Widows
Aberdeen Index MPS 2	GBP Allocation 40-60% Equity	33.42	9.36	0.10	abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre Aviva abrdn Elevate Scottish Widows
Aberdeen Index MPS 3	GBP Allocation 60-80% Equity	43.50	11.14	0.10	abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre Aviva abrdn Elevate Scottish Widows
Aberdeen Index MPS 4	GBP Allocation 60-80% Equity	52.08	12.83	0.10	abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre Aviva abrdn Elevate Scottish Widows
Aberdeen Index MPS 5	GBP Allocation 80%+ Equity	56.11	14.98	0.10	abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre Aviva abrdn Elevate Scottish Widows
Aberdeen Money Market MPS	GBP Money Market			0.05	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva abrdn Elevate Scottish Widows
Aberdeen MPS 1	GBP Allocation 20-40% Equity	27.37	6.68	0.15	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre Aviva abrdn Elevate Scottish Widows
Aberdeen MPS 2	GBP Allocation 40-60% Equity	37.40	8.72	0.15	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre Aviva abrdn Elevate Scottish Widows
Aberdeen MPS 3	GBP Allocation 60-80% Equity	46.37	9.91	0.15	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre Aviva abrdn Elevate Scottish Widows
Aberdeen MPS 4	GBP Allocation 60-80% Equity	54.62	11.50	0.15	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre Aviva abrdn Elevate Scottish Widows
Aberdeen MPS 5	GBP Allocation 80%+ Equity	62.50	13.37	0.15	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre Aviva abrdn Elevate Scottish Widows
Aberdeen Sustainable Index MPS 1	GBP Allocation 20-40% Equity	22.36	6.73	0.10	abrdn Wrap Quilter Transact Aviva abrdn Elevate
Aberdeen Sustainable Index MPS 2	GBP Allocation 40-60% Equity	32.65	9.04	0.10	abrdn Wrap Quilter Transact Aviva abrdn Elevate
Aberdeen Sustainable Index MPS 3	GBP Allocation 60-80% Equity	42.29	10.78	0.10	abrdn Wrap Quilter Transact Aviva abrdn Elevate
Aberdeen Sustainable Index MPS 4	GBP Allocation 60-80% Equity	49.32	12.34	0.10	abrdn Wrap Quilter Transact Aviva abrdn Elevate
Aberdeen Sustainable Index MPS 5	GBP Allocation 80%+ Equity	57.64	14.37	0.10	abrdn Wrap Quilter Transact Aviva abrdn Elevate
Aberdeen Sustainable MPS 1	GBP Allocation 20-40% Equity	25.56	5.03	0.15	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva abrdn Elevate
Aberdeen Sustainable MPS 2	GBP Allocation 40-60% Equity	39.94	5.75	0.15	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva abrdn Elevate

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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