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
OFNPM Defensive (Blended)	GBP Allocation 20-40% Equity	14.79		0.20	Transact Fidelity Adviser Solutions Aviva Aegon ARC
OFNPM Defensive (Passive)	GBP Allocation 20-40% Equity	16.96	3.75	0.20	abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre M&G Wealth 7IM Novia Financial Parmenion Morningstar Wealth
OFNPM Growth (Active)	GBP Allocation 60-80% Equity	45.75	5.75	0.20	abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre M&G Wealth 7IM Novia Financial Parmenion Morningstar Wealth
OFNPM Growth (Blended)	GBP Allocation 60-80% Equity	48.30		0.20	Transact Fidelity Adviser Solutions Aviva Aegon ARC
OFNPM Growth (Income)	GBP Allocation 60-80% Equity	46.47	6.30	0.20	abrdn Wrap Transact M&G Wealth 7IM Morningstar Wealth
OFNPM Growth (Passive)	GBP Allocation 60-80% Equity	48.39	7.77	0.20	abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre M&G Wealth 7IM Novia Financial Parmenion Morningstar Wealth
OFNPM Sustainable Adventurous	GBP Allocation 80%+ Equity	56.25		0.20	abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre M&G Wealth 7IM Novia Financial Parmenion Morningstar Wealth
OFNPM Sustainable Balanced	GBP Allocation 40-60% Equity	41.38	4.84	0.20	abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre M&G Wealth 7IM Novia Financial Parmenion Morningstar Wealth
OFNPM Sustainable Cautious	GBP Allocation 20-40% Equity	28.53	3.78	0.20	abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre M&G Wealth 7IM Novia Financial Parmenion Morningstar Wealth
OFNPM Sustainable Defensive	GBP Allocation 20-40% Equity	19.40		0.20	abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre M&G Wealth 7IM Novia Financial Parmenion Morningstar Wealth
OFNPM Sustainable Growth	GBP Allocation 60-80% Equity	52.84	5.94	0.20	abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre M&G Wealth 7IM Novia Financial Parmenion Morningstar Wealth
P1 Asset Tracker Adventurous	GBP Allocation 80%+ Equity	61.90	9.05	0.08	abrdn Wrap Quilter Transact Aviva M&G Wealth 7IM Scottish Widows P1 Novia Global
P1 Asset Tracker Cautious	GBP Allocation 40-60% Equity	35.22	4.33	0.08	abrdn Wrap Quilter Transact Aviva M&G Wealth Nucleus 7IM Novia Financial Scottish Widows P1
P1 Asset Tracker Cautious Moderate	GBP Allocation 60-80% Equity	42.86	5.45	0.08	abrdn Wrap Quilter Transact Aviva M&G Wealth Nucleus 7IM Novia Financial Scottish Widows P1
P1 Asset Tracker Conservative	GBP Allocation 20-40% Equity	24.05	3.47	0.08	abrdn Wrap Quilter Transact Aviva M&G Wealth Nucleus 7IM Novia Financial Scottish Widows P1
P1 Asset Tracker Moderate	GBP Allocation 60-80% Equity	50.73	7.44	0.08	abrdn Wrap Quilter Transact Aviva M&G Wealth Nucleus 7IM Scottish Widows P1 Novia Global
P1 Asset Tracker Moderate Adventurous	GBP Allocation 80%+ Equity	60.63	8.21	0.08	abrdn Wrap Quilter Transact Aviva M&G Wealth Nucleus 7IM Novia Financial Scottish Widows P1
P1 Ethical Adventurous	GBP Allocation 80%+ Equity	74.70	2.63	0.20	abrdn Wrap Quilter Transact Aviva M&G Wealth Nucleus 7IM Scottish Widows P1 Novia Global
P1 Ethical Cautious Moderate	GBP Allocation 40-60% Equity	53.88	2.13	0.20	abrdn Wrap Quilter Transact Aviva M&G Wealth Nucleus 7IM Novia Financial Scottish Widows P1
P1 Ethical Moderate	GBP Allocation 60-80% Equity	61.23	2.48	0.20	abrdn Wrap Quilter Transact Aviva M&G Wealth Nucleus 7IM Novia Financial Scottish Widows P1

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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