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 Wealth Accumulator Cautious	GBP Allocation 40-60% Equity	32.35	6.66	0.25	M&G Wealth Aviva Transact Scottish Widows P1 Novia Financial Fidelity Adviser Solutions 7IM Nucleus Quilter
P1 Wealth Accumulator Cautious Moderate	GBP Allocation 40-60% Equity	43.02	8.05	0.25	M&G Wealth Aviva Transact Scottish Widows P1 Novia Financial Fidelity Adviser Solutions 7IM Nucleus Quilter
P1 Wealth Accumulator Moderate	GBP Allocation 60-80% Equity	51.57	9.70	0.25	M&G Wealth Aviva Transact Scottish Widows P1 Novia Financial Fidelity Adviser Solutions 7IM Nucleus Quilter
P1 Wealth Accumulator Moderate Adv	GBP Allocation 80%+ Equity	60.69	11.27	0.25	M&G Wealth Aviva Transact Scottish Widows P1 Novia Financial Fidelity Adviser Solutions 7IM Nucleus Quilter
Pacific Adventurous	GBP Allocation 60-80% Equity	53.24	11.53	0.00	M&G Wealth Fundment Aviva Transact Morningstar Wealth Hubwise Novia Financial 7IM abrdn Elevate Parmenion Quilter
Pacific Adventurous Efficient Passive	GBP Allocation 80%+ Equity	57.01	12.09	0.15	Aviva Quilter
Pacific Adventurous Global	GBP Allocation 80%+ Equity	53.41	11.66	0.00	Aviva Transact
Pacific Aggressive	GBP Allocation 80%+ Equity	55.81	12.20	0.00	Fundment Aviva Transact Morningstar Wealth Novia Financial 7IM abrdn Elevate Parmenion Quilter
Pacific Aggressive Efficient Passive	Global Large-Cap Blend Equity	63.70	13.59	0.15	Aviva Quilter
Pacific Aggressive Global	GBP Allocation 80%+ Equity	55.39	12.17	0.00	Transact
Pacific Balanced	GBP Allocation 60-80% Equity	43.23	9.59	0.00	M&G Wealth Fundment Aviva Transact Morningstar Wealth Hubwise Novia Financial 7IM abrdn Elevate Parmenion Quilter
Pacific Balanced Efficient Passive	GBP Allocation 60-80% Equity	46.62	9.97	0.15	Aviva Quilter
Pacific Balanced Global	GBP Allocation 60-80% Equity	43.23	9.59	0.00	Transact
Pacific Balanced Income	GBP Allocation 40-60% Equity	41.22	8.89	0.25	M&G Wealth Novia Global Aviva Advance by Embark abrdn Elevate SEI Wealth
Pacific Conservative	GBP Allocation 40-60% Equity	34.25	7.43	0.00	M&G Wealth Fundment Aviva Transact Morningstar Wealth Hubwise Novia Financial 7IM abrdn Elevate Parmenion Quilter
Pacific Conservative Efficient Passive	GBP Allocation 40-60% Equity	35.81	7.74	0.15	Aviva Quilter
Pacific Conservative Global	GBP Allocation 40-60% Equity	33.74	7.37	0.00	Transact
Pacific Defensive	GBP Allocation 0-20% Equity	25.11	5.00	0.00	M&G Wealth Fundment Aviva Transact Morningstar Wealth Hubwise Novia Financial 7IM abrdn Elevate Parmenion Quilter
Pacific Defensive Efficient Passive	GBP Allocation 20-40% Equity	28.57	5.29	0.15	Aviva Quilter
Pacific Defensive Global	GBP Allocation 20-40% Equity	25.28	4.97	0.00	Transact

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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