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
Pacific Aggressive Global	GBP Allocation 80%+ Equity	54.07	8.70	0.00	Transact
Pacific Aggressive Passive	Global Large-Cap Blend Equity	62.53	9.81	0.15	Quilter Aviva
Pacific Balanced	GBP Allocation 60-80% Equity	42.59	5.38	0.00	Quilter Transact Aviva M&G Wealth 7IM Novia Financial Parmenion Morningstar Wealth Hubwise abrdn Elevate Fundment
Pacific Balanced Global	GBP Allocation 60-80% Equity	43.08	5.87	0.00	Transact
Pacific Balanced Income	GBP Allocation 40-60% Equity	42.62	5.00	0.25	Aviva M&G Wealth Advance by Embark abrdn Elevate SEI Wealth Novia Global
Pacific Balanced Passive	GBP Allocation 60-80% Equity	46.92	5.89	0.15	Quilter Aviva
Pacific Conservative	GBP Allocation 40-60% Equity	34.01	3.32	0.00	Quilter Transact Aviva M&G Wealth 7IM Novia Financial Parmenion Morningstar Wealth Hubwise abrdn Elevate Fundment
Pacific Conservative Global	GBP Allocation 40-60% Equity	34.01	3.61	0.00	Transact
Pacific Conservative Passive	GBP Allocation 40-60% Equity	36.22	3.44	0.15	Quilter Aviva
Pacific Defensive	GBP Allocation 0-20% Equity	25.61	0.75	0.00	Quilter Transact Aviva M&G Wealth 7IM Novia Financial Parmenion Morningstar Wealth Hubwise abrdn Elevate Fundment
Pacific Defensive Global	GBP Allocation 20-40% Equity	25.74	0.89	0.00	Transact
Pacific Defensive Income	GBP Allocation 20-40% Equity	27.07	3.33	0.25	Aviva M&G Wealth Advance by Embark abrdn Elevate SEI Wealth
Pacific Defensive Passive	GBP Allocation 20-40% Equity	29.05	0.39	0.15	Quilter Aviva
Pacific Sustainable Adventurous	GBP Allocation 60-80% Equity	57.23	3.31	0.36	Novia Financial Hubwise
Pacific Sustainable Balanced	GBP Allocation 40-60% Equity	46.77	2.97	0.36	Hubwise
Pacific Sustainable Conservative	GBP Allocation 40-60% Equity	41.37	2.54	0.36	Hubwise Benchmark
Parmenion Strategic Conviction RG1	GBP Allocation 0-20% Equity	10.01	1.37	0.24	Parmenion
Parmenion Strategic Conviction RG10	Global Large-Cap Blend Equity	66.20	6.77	0.24	Parmenion
Parmenion Strategic Conviction RG2	GBP Allocation 0-20% Equity	18.63	1.41	0.24	Parmenion
Parmenion Strategic Conviction RG3	GBP Allocation 20-40% Equity	24.65	2.44	0.24	Parmenion

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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