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
Morningstar Int GBP - Mod Cautious Gr	GBP Allocation 20-40% Equity	30.10	8.85	0.25	Novia Global Morningstar Wealth International
Morningstar Int GBP - Moderate Growth	GBP Allocation 40-60% Equity	40.85	10.70	0.25	Novia Global Morningstar Wealth International
Morningstar Int USD - Adventurous Growth	USD Aggressive Allocation		15.22	0.25	Novia Global Morningstar Wealth International
Morningstar Int USD - Cautious Growth	USD Cautious Allocation		3.52	0.25	Novia Global Morningstar Wealth International
Morningstar Int USD - Mod Adventurous Gr	USD Aggressive Allocation		13.01	0.25	Novia Global Morningstar Wealth International
Morningstar Int USD - Mod Cautious Gr	USD Moderate Allocation		6.77	0.25	Novia Global Morningstar Wealth International
Morningstar Int USD - Moderate Growth	USD Moderate Allocation		10.13	0.25	Novia Global Morningstar Wealth International
Morningstar Moderate Active	GBP Allocation 40-60% Equity	42.65	9.92	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	39.60	9.89	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	40.34	10.39	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	53.64	11.34	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	51.67	12.49	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	32.40	8.65	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	28.37	7.28	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	30.15	8.54	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	51.49	10.14	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	36.19	8.47	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	28.39	7.53	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	53.35	10.63	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	44.63	9.36	0.24	Aegon abrdn Wrap Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus Advance by Embark Novia Financial Fundment

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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