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: 30/06/2026

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
P1 Money Market Portfolio	GBP Money Market	1.15		0.05	P1
P1 Responsible AT Adventurous	GBP Allocation 80%+ Equity	67.63	13.33	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	32.42	9.18	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	41.18	10.55	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	56.67	12.18	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	64.80	13.27	0.08	M&G Wealth Aviva Transact Scottish Widows P1 Novia Financial 7IM abrdn Wrap Nucleus Quilter
P1 Retirement Income Adventurous	GBP Allocation 80%+ Equity	59.65		0.73	M&G Wealth Fundment Novia Global Aviva Transact P1 Aegon 7IM Offshore Advance by Embark Wealthtime Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Elevate abrdn Wrap Parmenion Quilter AJ Bell Investcentre
P1 Retirement Income Cautious	GBP Allocation 20-40% Equity	25.93		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	35.83	10.90	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	55.14		0.25	P1
P1 Retirement Income Moderate	GBP Allocation 60-80% Equity	46.58	12.12	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	66.54	15.90	0.25	M&G Wealth Aviva Transact Scottish Widows P1 Novia Financial Fidelity Adviser Solutions 7IM Nucleus Quilter
P1 Wealth Accumulator Cautious	GBP Allocation 40-60% Equity	29.76	9.18	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	40.64	11.42	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	55.15	13.55	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	64.62	15.51	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	63.18	15.08	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	57.39	15.59	0.15	Aviva Quilter
Pacific Adventurous Global	GBP Allocation 80%+ Equity	59.91	15.10	0.00	Aviva Transact
Pacific Aggressive	GBP Allocation 80%+ Equity	67.48	15.91	0.00	Fundment Aviva Transact Morningstar Wealth Novia Financial 7IM abrdn Elevate Parmenion 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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