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
RBC Brewin Dolphin Sustain MPS Income	GBP Allocation 40-60% Equity	30.36	5.95	0.30	Aviva Transact James Hay Morningstar Wealth Aegon Hubwise Advance by Embark Novia Financial 7IM Aegon ARC abrdn Wrap Nucleus AJ Bell Investcentre
Rivers Adventurous Growth Model	GBP Allocation 60-80% Equity	59.19	12.85	0.25	M&G Wealth Novia Global Transact Novia Financial Fidelity Adviser Solutions
Rivers Aggressive Growth Model	GBP Allocation 60-80% Equity	61.53	12.75	0.25	M&G Wealth Novia Global Transact Novia Financial Fidelity Adviser Solutions
Rivers Balanced Growth Model	GBP Allocation 40-60% Equity	36.48	12.18	0.25	M&G Wealth Novia Global Transact Novia Financial Fidelity Adviser Solutions
Rivers Balanced Income Model	GBP Allocation 20-40% Equity	33.95	9.54	0.25	M&G Wealth Novia Global Transact Novia Financial Fidelity Adviser Solutions
Rivers Cautious Growth Model	GBP Allocation 20-40% Equity	29.27	9.07	0.25	M&G Wealth Novia Global Transact Novia Financial Fidelity Adviser Solutions
Rivers ESG Balanced Model	GBP Allocation 40-60% Equity	44.56	9.28	0.25	M&G Wealth Novia Global Transact Novia Financial Fidelity Adviser Solutions
Rockhold Active Adventurous	GBP Allocation 80%+ Equity	66.06	13.77	0.28	M&G Wealth Fundment Aviva Transact Scottish Widows Aegon Wealthtime Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus Parmenion Quilter
Rockhold Active Balanced	GBP Allocation 40-60% Equity	37.63	10.26	0.28	M&G Wealth Fundment Aviva Transact Scottish Widows Aegon Wealthtime Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus Parmenion Quilter
Rockhold Active Balanced Growth	GBP Allocation 60-80% Equity	45.58	11.59	0.28	M&G Wealth Fundment Aviva Transact Scottish Widows Aegon Wealthtime Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus Parmenion Quilter
Rockhold Active Cautious	GBP Allocation 20-40% Equity	23.00	7.79	0.28	M&G Wealth Fundment Aviva Transact Scottish Widows Aegon Wealthtime Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus Parmenion Quilter
Rockhold Active Cautious Balanced	GBP Allocation 40-60% Equity	29.50	9.04	0.28	M&G Wealth Fundment Aviva Transact Scottish Widows Aegon Wealthtime Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus Parmenion Quilter
Rockhold Active Growth	GBP Allocation 80%+ Equity	55.26	12.65	0.28	M&G Wealth Fundment Aviva Transact Scottish Widows Aegon Wealthtime Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus Parmenion Quilter
Rockhold Fund Blend Adventurous	GBP Allocation 80%+ Equity	68.99	15.57	0.00	Aviva Transact Scottish Widows Fidelity Adviser Solutions 7IM Aegon ARC Nucleus Parmenion Quilter
Rockhold Fund Blend Balanced	GBP Allocation 40-60% Equity	38.21	11.44	0.00	Aviva Transact Scottish Widows Fidelity Adviser Solutions 7IM Aegon ARC Nucleus Parmenion Quilter
Rockhold Fund Blend Balanced Growth	GBP Allocation 60-80% Equity	45.20	12.62	0.00	Aviva Transact Scottish Widows Fidelity Adviser Solutions 7IM Aegon ARC Nucleus Parmenion Quilter
Rockhold Fund Blend Cautious	GBP Allocation 20-40% Equity	25.69	7.89	0.00	Aviva Transact Scottish Widows Fidelity Adviser Solutions 7IM Aegon ARC Nucleus Parmenion Quilter
Rockhold Fund Blend Cautious Balanced	GBP Allocation 40-60% Equity	29.17	9.07	0.00	Aviva Transact Scottish Widows Fidelity Adviser Solutions 7IM Aegon ARC Nucleus Parmenion Quilter
Rockhold Fund Blend Growth	GBP Allocation 80%+ Equity	60.21	13.80	0.00	Aviva Transact Scottish Widows Fidelity Adviser Solutions 7IM Aegon ARC Nucleus Parmenion Quilter
Rockhold Fund Blend Very Cautious	GBP Allocation 0-20% Equity	24.92	7.07	0.00	Aviva Transact Scottish Widows Fidelity Adviser Solutions 7IM Aegon ARC Nucleus Parmenion Quilter

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