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
8AM Legacy AQ Classic 8	Global Large-Cap Blend Equity	68.02	9.91	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
Aberdeen Index MPS 1	GBP Allocation 20-40% Equity	22.60	5.65	0.10	Aviva Transact Scottish Widows Fidelity Adviser Solutions abrdn Elevate abrdn Wrap Quilter AJ Bell Investcentre
Aberdeen Index MPS 2	GBP Allocation 40-60% Equity	32.73	7.80	0.10	Aviva Transact Scottish Widows Fidelity Adviser Solutions abrdn Elevate abrdn Wrap Quilter AJ Bell Investcentre
Aberdeen Index MPS 3	GBP Allocation 60-80% Equity	42.75	9.42	0.10	Aviva Transact Scottish Widows Fidelity Adviser Solutions abrdn Elevate abrdn Wrap Quilter AJ Bell Investcentre
Aberdeen Index MPS 4	GBP Allocation 60-80% Equity	51.77	10.94	0.10	Aviva Transact Scottish Widows Fidelity Adviser Solutions abrdn Elevate abrdn Wrap Quilter AJ Bell Investcentre
Aberdeen Index MPS 5	GBP Allocation 80%+ Equity	55.90	12.87	0.10	Aviva Transact Scottish Widows Fidelity Adviser Solutions abrdn Elevate abrdn Wrap Quilter AJ Bell Investcentre
Aberdeen Money Market MPS	GBP Money Market	3.06		0.05	Aviva Transact Scottish Widows abrdn Elevate abrdn Wrap Quilter AJ Bell Investcentre
Aberdeen MPS 1	GBP Allocation 20-40% Equity	26.50	5.63	0.15	Aviva Transact Scottish Widows Aegon Fidelity Adviser Solutions abrdn Elevate abrdn Wrap Quilter AJ Bell Investcentre
Aberdeen MPS 2	GBP Allocation 40-60% Equity	36.63	7.39	0.15	Aviva Transact Scottish Widows Aegon Fidelity Adviser Solutions abrdn Elevate abrdn Wrap Quilter AJ Bell Investcentre
Aberdeen MPS 3	GBP Allocation 60-80% Equity	45.19	8.27	0.15	Aviva Transact Scottish Widows Aegon Fidelity Adviser Solutions abrdn Elevate abrdn Wrap Quilter AJ Bell Investcentre
Aberdeen MPS 4	GBP Allocation 60-80% Equity	53.18	9.69	0.15	Aviva Transact Scottish Widows Aegon Fidelity Adviser Solutions abrdn Elevate abrdn Wrap Quilter AJ Bell Investcentre
Aberdeen MPS 5	GBP Allocation 80%+ Equity	61.65	11.32	0.15	Aviva Transact Scottish Widows Aegon Fidelity Adviser Solutions abrdn Elevate abrdn Wrap Quilter AJ Bell Investcentre
Aberdeen Sustainable Index MPS 1	GBP Allocation 20-40% Equity	21.97	5.34	0.10	Aviva Transact abrdn Elevate abrdn Wrap Quilter
Aberdeen Sustainable Index MPS 2	GBP Allocation 40-60% Equity	32.35	7.30	0.10	Aviva Transact abrdn Elevate abrdn Wrap Quilter
Aberdeen Sustainable Index MPS 3	GBP Allocation 60-80% Equity	42.13	8.79	0.10	Aviva Transact abrdn Elevate abrdn Wrap Quilter
Aberdeen Sustainable Index MPS 4	GBP Allocation 60-80% Equity	50.08	10.16	0.10	Aviva Transact abrdn Elevate abrdn Wrap Quilter
Aberdeen Sustainable Index MPS 5	GBP Allocation 80%+ Equity	58.29	11.90	0.10	Aviva Transact abrdn Elevate abrdn Wrap Quilter
Aberdeen Sustainable MPS 1	GBP Allocation 20-40% Equity	25.02	3.77	0.15	Aviva Transact Fidelity Adviser Solutions abrdn Elevate abrdn Wrap Quilter
Aberdeen Sustainable MPS 2	GBP Allocation 40-60% Equity	38.14	4.14	0.15	Aviva Transact Fidelity Adviser Solutions abrdn Elevate abrdn Wrap Quilter
Aberdeen Sustainable MPS 3	GBP Allocation 60-80% Equity	50.25	4.18	0.15	Aviva Transact Fidelity Adviser Solutions abrdn Elevate abrdn Wrap Quilter

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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