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: 31/08/2026

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
Marlborough Blended MPS 3	GBP Allocation 20-40% Equity	25.59	8.80	0.25	M&G Wealth Aviva Transact Scottish Widows Benchmark Hubwise Wealthtime Fidelity Adviser Solutions 7IM abrdn Wrap Nucleus Parmenion True Potential Quilter AJ Bell Investcentre
Marlborough Blended MPS 4	GBP Allocation 40-60% Equity	31.37	10.36	0.25	M&G Wealth Aviva Transact Scottish Widows Benchmark Hubwise Wealthtime Fidelity Adviser Solutions 7IM abrdn Wrap Nucleus Parmenion True Potential Quilter AJ Bell Investcentre
Marlborough Blended MPS 5	GBP Allocation 40-60% Equity	38.24	11.80	0.25	M&G Wealth Aviva Transact Scottish Widows Benchmark Hubwise Wealthtime Fidelity Adviser Solutions 7IM abrdn Wrap Nucleus Parmenion True Potential Quilter AJ Bell Investcentre
Marlborough Blended MPS 6	GBP Allocation 60-80% Equity	47.44	13.01	0.25	M&G Wealth Aviva Transact Scottish Widows Benchmark Hubwise Wealthtime Fidelity Adviser Solutions 7IM abrdn Wrap Nucleus Parmenion True Potential Quilter AJ Bell Investcentre
Marlborough Blended MPS 7	GBP Allocation 80%+ Equity	58.06	14.49	0.25	M&G Wealth Aviva Transact Scottish Widows Benchmark Hubwise Wealthtime Fidelity Adviser Solutions 7IM abrdn Wrap Nucleus Parmenion True Potential Quilter AJ Bell Investcentre
Marlborough Blended MPS 8	Global Large-Cap Blend Equity	66.11	16.13	0.25	M&G Wealth Aviva Transact Scottish Widows Benchmark Hubwise Wealthtime Fidelity Adviser Solutions 7IM abrdn Wrap Nucleus Parmenion True Potential Quilter AJ Bell Investcentre
Marlborough Passive MPS 2	GBP Allocation 20-40% Equity	17.50	7.18	0.25	M&G Wealth Aviva Transact Scottish Widows Benchmark Hubwise Wealthtime Fidelity Adviser Solutions 7IM abrdn Wrap Nucleus Parmenion True Potential Quilter AJ Bell Investcentre
Marlborough Passive MPS 3	GBP Allocation 20-40% Equity	24.86	8.78	0.25	M&G Wealth Aviva Transact Scottish Widows Benchmark Hubwise Wealthtime Fidelity Adviser Solutions 7IM abrdn Wrap Nucleus Parmenion True Potential Quilter AJ Bell Investcentre
Marlborough Passive MPS 4	GBP Allocation 40-60% Equity	31.12	10.82	0.25	M&G Wealth Aviva Transact Scottish Widows Benchmark Hubwise Wealthtime Fidelity Adviser Solutions 7IM abrdn Wrap Nucleus Parmenion True Potential Quilter AJ Bell Investcentre
Marlborough Passive MPS 5	GBP Allocation 60-80% Equity	38.37	12.60	0.25	M&G Wealth Aviva Transact Scottish Widows Benchmark Hubwise Wealthtime Fidelity Adviser Solutions 7IM abrdn Wrap Nucleus Parmenion True Potential Quilter AJ Bell Investcentre
Marlborough Passive MPS 6	GBP Allocation 60-80% Equity	47.94	14.15	0.25	M&G Wealth Aviva Transact Scottish Widows Benchmark Hubwise Wealthtime Fidelity Adviser Solutions 7IM abrdn Wrap Nucleus Parmenion True Potential Quilter AJ Bell Investcentre
Marlborough Passive MPS 7	GBP Allocation 80%+ Equity	57.99	15.86	0.25	M&G Wealth Aviva Transact Scottish Widows Benchmark Hubwise Wealthtime Fidelity Adviser Solutions 7IM abrdn Wrap Nucleus Parmenion True Potential Quilter AJ Bell Investcentre
Marlborough Passive MPS 8	Global Large-Cap Blend Equity	66.52	17.41	0.25	M&G Wealth Aviva Transact Scottish Widows Benchmark Hubwise Wealthtime Fidelity Adviser Solutions 7IM abrdn Wrap Nucleus Parmenion True Potential Quilter AJ Bell Investcentre
Meon Adaptive-iQ MPS 4 Balanced	GBP Allocation 40-60% Equity	30.54	11.29	0.50	Quilter
Meon Adaptive-iQ MPS 5 Balanced Growth	GBP Allocation 60-80% Equity	45.47	13.33	0.50	Quilter
Meon Adaptive-iQ MPS 6 Growth	GBP Allocation 60-80% Equity	54.75	14.13	0.50	Quilter
Morningstar Adventurous Active	GBP Allocation 80%+ Equity	67.45	14.05	0.30	M&G Wealth Aviva Transact James Hay Scottish Widows Morningstar Wealth Aegon Benchmark Hubwise Advance by Embark Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Elevate abrdn Wrap Nucleus Quilter
Morningstar Adventurous Passive	GBP Allocation 80%+ Equity	66.12	15.06	0.20	M&G Wealth Aviva Transact James Hay Scottish Widows Morningstar Wealth Aegon Benchmark Hubwise Advance by Embark Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Elevate abrdn Wrap Nucleus Quilter
Morningstar Blended - Adventurous Gr	GBP Allocation 80%+ Equity	67.13	13.71	0.20	Aviva Transact Morningstar Wealth Aegon Fidelity Adviser Solutions Aegon ARC abrdn Wrap Quilter
Morningstar Blended - Cautious Growth	GBP Allocation 20-40% Equity	22.08	6.98	0.20	Aviva Transact Morningstar Wealth Aegon Fidelity Adviser Solutions Aegon ARC abrdn Wrap 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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