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
P1 Asset Tracker Cautious	GBP Allocation 40-60% Equity	37.30	9.51	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	10.65	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	7.47	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	12.10	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	12.69	0.08	M&G Wealth Aviva Transact Scottish Widows P1 Novia Financial 7IM abrdn Wrap Nucleus Quilter
P1 Ethical Adventurous	GBP Allocation 80%+ Equity	64.69	4.15	0.20	M&G Wealth Novia Global Aviva Transact Scottish Widows P1 7IM abrdn Wrap Nucleus Quilter
P1 Ethical Cautious Moderate	GBP Allocation 40-60% Equity	48.24	4.16	0.20	M&G Wealth Aviva Transact Scottish Widows P1 Novia Financial 7IM abrdn Wrap Nucleus Quilter
P1 Ethical Moderate	GBP Allocation 60-80% Equity	55.30	4.22	0.20	M&G Wealth Aviva Transact Scottish Widows P1 Novia Financial 7IM abrdn Wrap Nucleus Quilter
P1 Ethical Moderate Adventurous	GBP Allocation 40-60% Equity	53.42	4.27	0.20	M&G Wealth Novia Global Aviva Transact P1 7IM abrdn Wrap Nucleus Quilter
P1 Money Market Portfolio	GBP Money Market	3.04		0.05	P1
P1 Responsible AT Adventurous	GBP Allocation 80%+ Equity	61.45	9.60	0.08	M&G Wealth Aviva Transact Scottish Widows P1 Novia Financial 7IM abrdn Wrap Nucleus Quilter
P1 Responsible AT Cautious	GBP Allocation 40-60% Equity	36.13	6.61	0.08	M&G Wealth Aviva Transact Scottish Widows P1 Novia Financial 7IM abrdn Wrap Nucleus Quilter
P1 Responsible AT Cautious Moderate	GBP Allocation 40-60% Equity	42.33	7.57	0.08	M&G Wealth Aviva Transact Scottish Widows P1 Novia Financial 7IM abrdn Wrap Nucleus Quilter
P1 Responsible AT Moderate	GBP Allocation 60-80% Equity	51.61	8.83	0.08	M&G Wealth Aviva Transact Scottish Widows P1 Novia Financial 7IM abrdn Wrap Nucleus Quilter
P1 Responsible AT Moderate Adventurous	GBP Allocation 80%+ Equity	61.09	9.64	0.08	M&G Wealth Aviva Transact Scottish Widows P1 Novia Financial 7IM abrdn Wrap Nucleus Quilter
P1 Retirement Income Cautious	GBP Allocation 20-40% Equity	23.64		0.25	M&G Wealth Fundment Novia Global Aviva Transact Scottish Widows Morningstar Wealth P1 Aegon Wealthtime Novia Financial Fidelity Adviser Solutions Aegon ARC abrdn Elevate abrdn Wrap Nucleus Parmenion Quilter AJ Bell Investcentre
P1 Retirement Income Cautious Moderate	GBP Allocation 60-80% Equity	37.82	8.48	0.25	M&G Wealth Aviva Transact Scottish Widows P1 Novia Financial 7IM abrdn Wrap Nucleus Quilter
P1 Retirement Income Mod-Adv	GBP Allocation 80%+ Equity	52.69		0.25	P1
P1 Retirement Income Moderate	GBP Allocation 60-80% Equity	44.05	9.37	0.25	M&G Wealth Novia Global Aviva Transact Scottish Widows P1 7IM abrdn Wrap Nucleus Quilter
P1 Wealth Accumulator Adventurous	GBP Allocation 80%+ Equity	62.80	11.11	0.25	M&G Wealth Aviva Transact Scottish Widows P1 Novia Financial Fidelity Adviser Solutions 7IM 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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