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: 28/02/2026

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
Morningstar Blended - Adventurous Gr	GBP Allocation 80%+ Equity	59.51		0.20	Aviva Transact Morningstar Wealth Aegon Fidelity Adviser Solutions Aegon ARC abrdn Wrap Quilter
Morningstar Blended - Cautious Growth	GBP Allocation 20-40% Equity	22.07		0.20	Aviva Transact Morningstar Wealth Aegon Fidelity Adviser Solutions Aegon ARC abrdn Wrap Quilter
Morningstar Blended - Mod Cautious Gr	GBP Allocation 40-60% Equity	31.70		0.20	Aviva Transact Morningstar Wealth Aegon Fidelity Adviser Solutions Aegon ARC abrdn Wrap Quilter
Morningstar Blended - Moderate Growth	GBP Allocation 40-60% Equity	37.45		0.20	Aviva Transact Morningstar Wealth Aegon Fidelity Adviser Solutions Aegon ARC abrdn Wrap Quilter
Morningstar Blended - Moderately Adv Gr	GBP Allocation 60-80% Equity	49.50		0.20	Aviva Transact Morningstar Wealth Aegon Fidelity Adviser Solutions Aegon ARC abrdn Wrap Quilter
Morningstar Cautious Active	GBP Allocation 0-20% Equity	22.15	7.00	0.30	M&G Wealth Aviva Transact James Hay Scottish Widows Morningstar Wealth Aegon Hubwise Benchmark Advance by Embark Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Elevate abrdn Wrap Nucleus Quilter
Morningstar Cautious Passive	GBP Allocation 0-20% Equity	21.48	7.01	0.20	M&G Wealth Aviva Transact James Hay Scottish Widows Morningstar Wealth Aegon Hubwise Benchmark Advance by Embark Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Elevate abrdn Wrap Nucleus Quilter
Morningstar ESG - Adventurous	GBP Allocation 80%+ Equity	57.30	10.11	0.25	M&G Wealth Aviva Transact Scottish Widows Morningstar Wealth Hubwise Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus
Morningstar ESG - Cautious	GBP Allocation 0-20% Equity	19.52	5.28	0.25	M&G Wealth Aviva Transact Scottish Widows Morningstar Wealth Hubwise Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus
Morningstar ESG - Moderate	GBP Allocation 40-60% Equity	39.03	7.83	0.25	M&G Wealth Aviva Transact Scottish Widows Morningstar Wealth Hubwise Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus
Morningstar ESG - Moderately Adventurous	GBP Allocation 60-80% Equity	50.11	9.06	0.25	M&G Wealth Aviva Transact Scottish Widows Morningstar Wealth Hubwise Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus
Morningstar ESG - Moderately Cautious	GBP Allocation 20-40% Equity	27.87	6.53	0.25	M&G Wealth Aviva Transact Scottish Widows Morningstar Wealth Hubwise Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus
Morningstar Governed - Adventurous Gr	GBP Allocation 80%+ Equity	58.57	13.59	0.15	Aviva
Morningstar Governed - Cautious Growth	GBP Allocation 0-20% Equity	23.30	7.24	0.15	Aviva
Morningstar Governed - Mod Cautious Gr	GBP Allocation 20-40% Equity	31.73	8.90	0.15	Aviva
Morningstar Governed - Mod Cautious Inc	GBP Allocation 20-40% Equity	27.71	7.61	0.15	Aviva
Morningstar Governed - Moderate Growth	GBP Allocation 40-60% Equity	42.12	10.67	0.15	Aviva
Morningstar Governed - Moderately Adv Gr	GBP Allocation 60-80% Equity	53.19	12.10	0.15	Aviva
Morningstar Int GBP - Adventurous Growth	GBP Allocation 80%+ Equity	59.61	14.84	0.25	Novia Global Morningstar Wealth International
Morningstar Int GBP - Cautious Growth	GBP Allocation 0-20% Equity	21.46	7.18	0.25	Novia Global Morningstar Wealth International

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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