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
Morningstar Governed - Mod Cautious Inc	GBP Allocation 20-40% Equity	27.71	6.15	0.15	Aviva
Morningstar Governed - Moderate Growth	GBP Allocation 40-60% Equity	42.12	8.61	0.15	Aviva
Morningstar Governed - Moderately Adv Gr	GBP Allocation 60-80% Equity	53.19	9.99	0.15	Aviva
Morningstar Int GBP - Adventurous Growth	GBP Allocation 80%+ Equity	59.61	12.69	0.25	Novia Global Morningstar Wealth International
Morningstar Int GBP - Cautious Growth	GBP Allocation 0-20% Equity	21.46	5.48	0.25	Novia Global Morningstar Wealth International
Morningstar Int GBP - Mod Adventurous Gr	GBP Allocation 60-80% Equity	53.13	11.11	0.25	Novia Global Morningstar Wealth International
Morningstar Int GBP - Mod Cautious Gr	GBP Allocation 20-40% Equity	30.23	7.39	0.25	Novia Global Morningstar Wealth International
Morningstar Int GBP - Moderate Growth	GBP Allocation 40-60% Equity	41.30	9.28	0.25	Novia Global Morningstar Wealth International
Morningstar Int USD - Adventurous Growth	USD Aggressive Allocation		13.25	0.25	Novia Global Morningstar Wealth International
Morningstar Int USD - Cautious Growth	USD Cautious Allocation		3.58	0.25	Novia Global Morningstar Wealth International
Morningstar Int USD - Mod Adventurous Gr	USD Aggressive Allocation		11.25	0.25	Novia Global Morningstar Wealth International
Morningstar Int USD - Mod Cautious Gr	USD Moderate Allocation		6.11	0.25	Novia Global Morningstar Wealth International
Morningstar Int USD - Moderate Growth	USD Moderate Allocation		8.84	0.25	Novia Global Morningstar Wealth International
Morningstar Moderate Active	GBP Allocation 40-60% Equity	41.69	7.89	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 Moderate Income	GBP Allocation 40-60% Equity	39.91	8.87	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 Moderate Passive	GBP Allocation 40-60% Equity	39.97	8.76	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 Moderately Adv Active	GBP Allocation 60-80% Equity	53.12	9.24	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 Moderately Adv Passive	GBP Allocation 60-80% Equity	51.24	10.70	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 Moderately Cautious Active	GBP Allocation 20-40% Equity	31.33	6.74	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 Moderately Cautious Income	GBP Allocation 20-40% Equity	28.05	6.06	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

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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