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 Moderately Cautious Passive	GBP Allocation 20-40% Equity	29.63	7.06	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
Oakham Adventurous Portfolio	GBP Allocation 60-80% Equity	51.93		0.24	M&G Wealth Fundment Aviva Transact Aegon Advance by Embark Novia Financial Fidelity Adviser Solutions abrdn Wrap Nucleus
Oakham Balanced Portfolio	GBP Allocation 40-60% Equity	36.52		0.24	M&G Wealth Fundment Aviva Transact Aegon Advance by Embark Novia Financial Fidelity Adviser Solutions abrdn Wrap Nucleus
Oakham Cautious Portfolio	GBP Allocation 20-40% Equity	28.53		0.24	M&G Wealth Fundment Aviva Transact Aegon Advance by Embark Novia Financial Fidelity Adviser Solutions abrdn Wrap Nucleus
Oakham Equity Risk Portfolio	GBP Allocation 60-80% Equity	53.68		0.24	M&G Wealth Fundment Aviva Transact Aegon Advance by Embark Novia Financial Fidelity Adviser Solutions abrdn Wrap Nucleus
Oakham Growth Portfolio	GBP Allocation 60-80% Equity	45.43		0.24	M&G Wealth Fundment Aviva Transact Aegon Advance by Embark Novia Financial Fidelity Adviser Solutions abrdn Wrap Nucleus
OCM Balanced Income	GBP Allocation 40-60% Equity	41.59		0.30	Fundment Transact Aegon Benchmark Novia Financial Fidelity Adviser Solutions Aegon ARC abrdn Elevate abrdn Wrap Quilter SEI Wealth AJ Bell Investcentre
OCM Cautious Income	GBP Allocation 20-40% Equity	28.59		0.30	Fundment Aviva Transact Aegon Benchmark Novia Financial Fidelity Adviser Solutions abrdn Elevate abrdn Wrap Quilter SEI Wealth AJ Bell Investcentre
OCM Long Hold Adventurous	GBP Allocation 80%+ Equity	65.95	10.84	0.30	Fundment Aviva Transact Benchmark Novia Financial Fidelity Adviser Solutions abrdn Elevate abrdn Wrap Quilter AJ Bell Investcentre
OCM Long Hold Balanced	GBP Allocation 20-40% Equity	41.46	8.45	0.30	Fundment Aviva Transact Benchmark Novia Financial Fidelity Adviser Solutions abrdn Elevate abrdn Wrap Quilter AJ Bell Investcentre
OCM Long Hold Growth	GBP Allocation 40-60% Equity	53.37	9.82	0.30	Fundment Aviva Transact Benchmark Novia Financial Fidelity Adviser Solutions abrdn Elevate abrdn Wrap Quilter AJ Bell Investcentre
OCM OBI Balanced Growth	GBP Allocation 60-80% Equity	39.12	6.70	0.30	Fundment Aviva Transact Benchmark Novia Financial Fidelity Adviser Solutions abrdn Elevate abrdn Wrap
OCM OBI ESG Balanced Growth	GBP Allocation 60-80% Equity	39.47	2.34	0.30	Fundment Aviva Transact Benchmark Novia Financial Fidelity Adviser Solutions abrdn Elevate abrdn Wrap Quilter AJ Bell Investcentre
OCM OBI ESG Moderately Cautious	GBP Allocation 40-60% Equity	23.11	2.87	0.30	Fundment Aviva Benchmark Novia Financial Fidelity Adviser Solutions abrdn Elevate abrdn Wrap AJ Bell Investcentre
OCM OBI Moderately Cautious	GBP Allocation 40-60% Equity	28.71	5.94	0.30	Fundment Aviva Transact Benchmark Novia Financial Fidelity Adviser Solutions abrdn Elevate abrdn Wrap
OCM Ultra Cautious	GBP Money Market - Short Term	3.03		0.16	Transact Aegon Benchmark Novia Financial Fidelity Adviser Solutions abrdn Elevate abrdn Wrap Quilter SEI Wealth AJ Bell Investcentre
OFNPM Adventurous (Active)	GBP Allocation 80%+ Equity	54.63	4.29	0.20	M&G Wealth Aviva Transact Morningstar Wealth Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus Parmenion Quilter AJ Bell Investcentre
OFNPM Adventurous (Blended)	GBP Allocation 80%+ Equity	60.25		0.20	Aviva Transact Fidelity Adviser Solutions Aegon ARC
OFNPM Adventurous (Passive)	GBP Allocation 80%+ Equity	61.63	12.10	0.20	M&G Wealth Aviva Transact Morningstar Wealth Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus Parmenion Quilter AJ Bell Investcentre
OFNPM Balanced (Active)	GBP Allocation 40-60% Equity	34.02	4.37	0.20	M&G Wealth Aviva Transact Morningstar Wealth Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus Parmenion Quilter AJ Bell Investcentre

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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