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: 28/02/2025

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
Morningstar Int USD - Moderate Growth	USD Moderate Allocation		7.90	0.25	Novia Global Morningstar Wealth International
Morningstar Moderate Active	GBP Allocation 40-60% Equity	43.05	5.11	0.30	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Scottish Widows Benchmark
Morningstar Moderate Income	GBP Allocation 40-60% Equity	40.41	4.29	0.30	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Scottish Widows Benchmark
Morningstar Moderate Passive	GBP Allocation 40-60% Equity	40.18	5.79	0.20	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Scottish Widows Benchmark
Morningstar Moderately Adv Active	GBP Allocation 60-80% Equity	53.60	6.84	0.30	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Scottish Widows Benchmark
Morningstar Moderately Adv Passive	GBP Allocation 60-80% Equity	50.93	7.95	0.20	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Scottish Widows Benchmark
Morningstar Moderately Cautious Active	GBP Allocation 20-40% Equity	32.59	3.49	0.30	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Scottish Widows Benchmark
Morningstar Moderately Cautious Income	GBP Allocation 20-40% Equity	29.10	2.08	0.30	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Scottish Widows Benchmark
Morningstar Moderately Cautious Passive	GBP Allocation 20-40% Equity	30.25	3.79	0.20	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Scottish Widows Benchmark
Oakham Adventurous Portfolio	GBP Allocation 60-80% Equity	51.48	4.75	0.24	Aegon abrdn Wrap Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus Advance by Embark Novia Financial Fundment
Oakham Balanced Portfolio	GBP Allocation 40-60% Equity	36.41	3.70	0.24	Aegon abrdn Wrap Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus Advance by Embark Novia Financial Fundment
Oakham Cautious Portfolio	GBP Allocation 20-40% Equity	28.75	3.10	0.24	Aegon abrdn Wrap Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus Advance by Embark Novia Financial Fundment
Oakham Equity Risk Portfolio	GBP Allocation 60-80% Equity	53.68	5.75	0.24	Aegon abrdn Wrap Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus Advance by Embark Novia Financial Fundment
Oakham Growth Portfolio	GBP Allocation 60-80% Equity	45.12	4.15	0.24	Aegon abrdn Wrap Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus Advance by Embark Novia Financial Fundment
OCM LHX Aggressive	GBP Allocation 80%+ Equity	66.01	3.76	0.30	abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre Aviva Novia Financial abrdn Elevate Fundment Benchmark
OCM LHX Balanced	GBP Allocation 40-60% Equity	53.11	3.89	0.30	abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre Aviva Novia Financial abrdn Elevate Fundment Benchmark
OCM LHX Cautious	GBP Allocation 20-40% Equity	35.17	2.25	0.30	abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre Aviva Novia Financial abrdn Elevate Fundment Benchmark
OCM OBI Active 3	GBP Allocation 20-40% Equity	26.90	0.90	0.30	abrdn Wrap Transact Fidelity Adviser Solutions Aviva Novia Financial abrdn Elevate Fundment Benchmark
OCM OBI Active 6	GBP Allocation 40-60% Equity	34.86	1.69	0.30	abrdn Wrap Transact Fidelity Adviser Solutions Aviva Novia Financial abrdn Elevate Fundment Benchmark
OCM OBI Balanced	GBP Allocation 60-80% Equity	38.93	2.44	0.30	abrdn Wrap Transact Fidelity Adviser Solutions Aviva Novia Financial abrdn Elevate Fundment Benchmark

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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