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: 31/03/2025

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
OFNPM Sustainable Growth	GBP Allocation 60-80% Equity	52.84	3.47	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	5.55	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	2.87	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	3.54	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	2.68	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	4.81	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	5.18	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	-0.34	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	0.17	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	0.14	0.20	abrdn Wrap Quilter Transact Aviva M&G Wealth Nucleus 7IM Novia Financial Scottish Widows P1
P1 Ethical Moderate Adventurous	GBP Allocation 40-60% Equity	48.69	0.84	0.20	abrdn Wrap Quilter Transact Aviva M&G Wealth Nucleus 7IM P1 Novia Global
P1 Money Market Portfolio	GBP Money Market			0.05	P1
P1 Responsible AT Adventurous	GBP Allocation 80%+ Equity	60.44		0.08	abrdn Wrap Quilter Transact Aviva M&G Wealth Nucleus 7IM Novia Financial Scottish Widows P1
P1 Responsible AT Cautious	GBP Allocation 40-60% Equity	35.47		0.08	abrdn Wrap Quilter Transact Aviva M&G Wealth Nucleus 7IM Novia Financial Scottish Widows P1
P1 Responsible AT Cautious Moderate	GBP Allocation 40-60% Equity	40.68		0.08	abrdn Wrap Quilter Transact Aviva M&G Wealth Nucleus 7IM Novia Financial Scottish Widows P1
P1 Responsible AT Moderate	GBP Allocation 60-80% Equity	50.92		0.08	abrdn Wrap Quilter Transact Aviva M&G Wealth Nucleus 7IM Novia Financial Scottish Widows P1
P1 Responsible AT Moderate Adventurous	GBP Allocation 80%+ Equity	61.25		0.08	abrdn Wrap Quilter Transact Aviva M&G Wealth Nucleus 7IM Novia Financial Scottish Widows P1
P1 Retirement Income Cautious	GBP Allocation 20-40% Equity			0.25	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre Aviva M&G Wealth Nucleus Novia Financial Parmenion Wealthtime Morningstar Wealth abrdn Elevate Aegon ARC Scottish Widows Fundment P1 Novia Global
P1 Retirement Income Cautious Moderate	GBP Allocation 60-80% Equity	40.04	2.91	0.25	abrdn Wrap Quilter Transact Aviva M&G Wealth Nucleus 7IM Novia Financial Scottish Widows P1
P1 Retirement Income Mod-Adv	GBP Allocation 80%+ Equity			0.25	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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