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: 28/02/2026

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
OFNPM Cautious (Income)	GBP Allocation 20-40% Equity	30.44	7.22	0.20	M&G Wealth Aviva Transact Morningstar Wealth Fidelity Adviser Solutions 7IM abrdn Wrap
OFNPM Cautious (Passive)	GBP Allocation 20-40% Equity	23.69	8.08	0.20	M&G Wealth Aviva Transact Morningstar Wealth Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus Parmenion Quilter AJ Bell Investcentre
OFNPM Defensive (Active)	GBP Allocation 20-40% Equity	15.95	5.72	0.20	M&G Wealth Aviva Transact Morningstar Wealth Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus Parmenion Quilter AJ Bell Investcentre
OFNPM Defensive (Blended)	GBP Allocation 20-40% Equity	20.99		0.20	Aviva Transact Fidelity Adviser Solutions Aegon ARC
OFNPM Defensive (Passive)	GBP Allocation 20-40% Equity	16.16	6.27	0.20	M&G Wealth Aviva Transact Morningstar Wealth Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus Parmenion Quilter AJ Bell Investcentre
OFNPM Growth (Active)	GBP Allocation 60-80% Equity	44.09	7.03	0.20	M&G Wealth Aviva Transact Morningstar Wealth Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus Parmenion Quilter AJ Bell Investcentre
OFNPM Growth (Blended)	GBP Allocation 60-80% Equity	48.28		0.20	Aviva Transact Fidelity Adviser Solutions Aegon ARC
OFNPM Growth (Income)	GBP Allocation 60-80% Equity	43.94	9.16	0.20	M&G Wealth Aviva Transact Morningstar Wealth Fidelity Adviser Solutions 7IM abrdn Wrap
OFNPM Growth (Passive)	GBP Allocation 60-80% Equity	48.89	12.32	0.20	M&G Wealth Aviva Transact Morningstar Wealth Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus Parmenion Quilter AJ Bell Investcentre
OFNPM Sustainable Adventurous	GBP Allocation 80%+ Equity	57.62	9.04	0.20	M&G Wealth Aviva Transact Morningstar Wealth Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus Parmenion Quilter
OFNPM Sustainable Balanced	GBP Allocation 40-60% Equity	37.40	7.65	0.20	M&G Wealth Aviva Transact Morningstar Wealth Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus Parmenion Quilter
OFNPM Sustainable Cautious	GBP Allocation 20-40% Equity	25.38	6.78	0.20	M&G Wealth Aviva Transact Morningstar Wealth Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus Parmenion Quilter
OFNPM Sustainable Defensive	GBP Allocation 20-40% Equity	17.72	6.12	0.20	M&G Wealth Aviva Transact Morningstar Wealth Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus Parmenion Quilter
OFNPM Sustainable Growth	GBP Allocation 60-80% Equity	47.97	8.43	0.20	M&G Wealth Aviva Transact Morningstar Wealth Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus Parmenion Quilter
P1 Asset Tracker Adventurous	GBP Allocation 80%+ Equity	63.35	15.54	0.08	M&G Wealth Novia Global Aviva Transact Scottish Widows P1 7IM abrdn Wrap Quilter
P1 Asset Tracker Cautious	GBP Allocation 40-60% Equity	37.30	11.77	0.08	M&G Wealth Aviva Transact Scottish Widows P1 Novia Financial 7IM abrdn Wrap Nucleus Quilter
P1 Asset Tracker Cautious Moderate	GBP Allocation 60-80% Equity	45.84	13.32	0.08	M&G Wealth Aviva Transact Scottish Widows P1 Novia Financial 7IM abrdn Wrap Nucleus Quilter
P1 Asset Tracker Conservative	GBP Allocation 20-40% Equity	25.14	9.15	0.08	M&G Wealth Aviva Transact Scottish Widows P1 Novia Financial 7IM abrdn Wrap Nucleus Quilter
P1 Asset Tracker Moderate	GBP Allocation 60-80% Equity	52.70	14.83	0.08	M&G Wealth Novia Global Aviva Transact Scottish Widows P1 7IM abrdn Wrap Nucleus Quilter
P1 Asset Tracker Moderate Adventurous	GBP Allocation 80%+ Equity	62.47	15.30	0.08	M&G Wealth Aviva Transact Scottish Widows P1 Novia Financial 7IM 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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