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
OCM OBI Balanced Growth	GBP Allocation 60-80% Equity	42.77	2.35	0.30	abrdn Wrap Transact Fidelity Adviser Solutions Aviva Novia Financial abrdn Elevate Fundment Benchmark
OCM OBI Cautious	GBP Allocation 20-40% Equity	29.61	1.90	0.30	abrdn Wrap Transact Fidelity Adviser Solutions Aviva Novia Financial abrdn Elevate Fundment Benchmark
OCM OBI ESG 6	GBP Allocation 40-60% Equity	31.97		0.30	abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre Aviva Novia Financial abrdn Elevate Fundment Benchmark
OCM OBI ESG Balanced	GBP Allocation 40-60% Equity	39.11	0.99	0.30	abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre Aviva Novia Financial abrdn Elevate Fundment Benchmark
OCM OBI ESG Balanced Growth	GBP Allocation 60-80% Equity	40.97		0.30	abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre Aviva Novia Financial abrdn Elevate Fundment Benchmark
OCM OBI ESG Cautious	GBP Allocation 20-40% Equity	31.08	1.07	0.30	abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre Aviva Novia Financial abrdn Elevate SEI Wealth Fundment Benchmark
OCM OBI ESG Moderately Cautious	GBP Allocation 40-60% Equity	31.76	1.01	0.30	abrdn Wrap Fidelity Adviser Solutions AJ Bell Investcentre Aviva Novia Financial abrdn Elevate Fundment Benchmark
OCM OBI Moderately Cautious	GBP Allocation 40-60% Equity	32.22	1.82	0.30	abrdn Wrap Transact Fidelity Adviser Solutions Aviva Novia Financial abrdn Elevate Fundment Benchmark
OFNPM Adventurous (Active)	GBP Allocation 80%+ Equity	56.42	6.57	0.20	abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre M&G Wealth 7IM Novia Financial Parmenion Morningstar Wealth
OFNPM Adventurous (Blended)	GBP Allocation 80%+ Equity	62.09		0.20	Transact Fidelity Adviser Solutions Aviva Aegon ARC
OFNPM Adventurous (Passive)	GBP Allocation 80%+ Equity	60.48	9.31	0.20	abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre M&G Wealth 7IM Novia Financial Parmenion Morningstar Wealth
OFNPM Balanced (Active)	GBP Allocation 40-60% Equity	35.52	5.00	0.20	abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre M&G Wealth 7IM Novia Financial Parmenion Morningstar Wealth
OFNPM Balanced (Blended)	GBP Allocation 40-60% Equity	35.96		0.20	Transact Fidelity Adviser Solutions Aviva Aegon ARC
OFNPM Balanced (Income)	GBP Allocation 40-60% Equity	38.98	4.71	0.20	abrdn Wrap Transact M&G Wealth 7IM Morningstar Wealth
OFNPM Balanced (Passive)	GBP Allocation 40-60% Equity	37.14	6.35	0.20	abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre M&G Wealth 7IM Novia Financial Parmenion Morningstar Wealth
OFNPM Cautious (Active)	GBP Allocation 20-40% Equity	23.28	4.00	0.20	abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre M&G Wealth 7IM Novia Financial Parmenion Morningstar Wealth
OFNPM Cautious (Blended)	GBP Allocation 20-40% Equity	22.53		0.20	Transact Fidelity Adviser Solutions Aviva Aegon ARC
OFNPM Cautious (Income)	GBP Allocation 20-40% Equity	31.57	2.83	0.20	abrdn Wrap Transact M&G Wealth 7IM Morningstar Wealth
OFNPM Cautious (Passive)	GBP Allocation 20-40% Equity	23.98	4.72	0.20	abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre M&G Wealth 7IM Novia Financial Parmenion Morningstar Wealth
OFNPM Defensive (Active)	GBP Allocation 20-40% Equity	17.07	3.60	0.20	abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre M&G Wealth 7IM Novia Financial Parmenion Morningstar Wealth

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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