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: 30/09/2025

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
Rockhold Passive Cautious Balanced	GBP Allocation 40-60% Equity	34.86	8.26	0.15	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Parmenion Wealthtime Aegon ARC Scottish Widows Fundment
Rockhold Passive Growth	GBP Allocation 80%+ Equity	58.16	11.41	0.15	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Parmenion Wealthtime Aegon ARC Scottish Widows Fundment
Rockhold Sustainable Adventurous	GBP Allocation 80%+ Equity	71.02	8.82	0.25	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Parmenion Wealthtime Aegon ARC Scottish Widows Fundment
Rockhold Sustainable Balanced	GBP Allocation 40-60% Equity	53.39	7.41	0.25	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Parmenion Wealthtime Aegon ARC Scottish Widows Fundment
Rockhold Sustainable Balanced Growth	GBP Allocation 60-80% Equity	62.73	8.41	0.25	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Parmenion Wealthtime Aegon ARC Scottish Widows Fundment
Rockhold Sustainable Cautious	GBP Allocation 20-40% Equity	34.66	6.23	0.25	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Parmenion Wealthtime Aegon ARC Scottish Widows Fundment
Rockhold Sustainable Cautious Balanced	GBP Allocation 40-60% Equity	43.39	6.51	0.25	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Parmenion Wealthtime Aegon ARC Scottish Widows Fundment
Rockhold Sustainable Growth	GBP Allocation 80%+ Equity	62.57	8.84	0.25	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Parmenion Wealthtime Aegon ARC Scottish Widows Fundment
Sarasin Balanced Model	GBP Allocation 40-60% Equity	46.46	9.22	0.15	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus Advance by Embark 7IM Scottish Widows Novia Global
Sarasin Cautious Model	GBP Allocation 20-40% Equity	35.41	7.24	0.15	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus Advance by Embark 7IM Parmenion Scottish Widows Novia Global
Sarasin Defensive Model	GBP Allocation 0-20% Equity	23.83	5.23	0.15	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Parmenion Scottish Widows
Sarasin Equity Model	Global Large-Cap Blend Equity	67.35	12.90	0.15	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus Advance by Embark 7IM Parmenion Scottish Widows Novia Global
Sarasin Growth Model	GBP Allocation 80%+ Equity	60.28	11.48	0.15	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus Advance by Embark 7IM Scottish Widows Novia Global
Sarasin Responsible Balanced Model	GBP Allocation 40-60% Equity	45.97	5.57	0.10	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Scottish Widows
Sarasin Responsible Cautious Model	GBP Allocation 20-40% Equity	34.47	4.66	0.10	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Parmenion Scottish Widows
Sarasin Responsible Defensive Model	GBP Allocation 0-20% Equity	23.11	3.82	0.10	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Scottish Widows
Sarasin Responsible Equity Model	Global Large-Cap Blend Equity	64.39	7.28	0.10	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Scottish Widows
Sarasin Responsible Growth Model	GBP Allocation 80%+ Equity	57.63	6.47	0.10	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus Advance by Embark 7IM Scottish Widows Novia Global
Schroder Active Portfolio 10	Global Large-Cap Blend Equity	73.67	11.28	0.15	abrdn Wrap Quilter Transact Aviva Nucleus 7IM Novia Financial Benchmark
Schroder Active Portfolio 2	GBP Allocation 0-20% Equity	15.15	5.68	0.15	abrdn Wrap Quilter Transact Aviva Nucleus 7IM Novia Financial Benchmark

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