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: 28/02/2025

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
Rockhold Sustainable Balanced Growth	GBP Allocation 60-80% Equity	67.27	3.68	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	35.63	1.66	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	45.49	1.86	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	66.52	4.48	0.25	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Parmenion Wealthtime Aegon ARC Scottish Widows Fundment
RSMR Responsible Balanced	GBP Allocation 40-60% Equity	44.80	1.96	0.15	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Nucleus abrdn Elevate
RSMR Responsible Cautious	GBP Allocation 20-40% Equity	31.50	1.93	0.15	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Nucleus abrdn Elevate Aegon ARC
RSMR Responsible Dynamic	GBP Allocation 80%+ Equity	68.38	2.00	0.15	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Nucleus abrdn Elevate Aegon ARC
RSMR Responsible Growth	GBP Allocation 60-80% Equity	56.28	1.91	0.15	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Nucleus abrdn Elevate Aegon ARC
Sarasin Balanced Model	GBP Allocation 40-60% Equity	45.51	4.49	0.25	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	35.08	2.93	0.25	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	23.90	1.44	0.25	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	66.30	7.85	0.25	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	59.36	7.16	0.25	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	47.51	2.32	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	35.63	1.00	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	23.85	0.34	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	66.27	4.17	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	59.41	3.59	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	73.92	5.15	0.15	abrdn Wrap Quilter Transact Aviva Nucleus 7IM Novia Financial Benchmark
Schroder Active Portfolio 2	GBP Allocation 0-20% Equity	15.42	2.94	0.15	abrdn Wrap Quilter Transact Aviva Nucleus 7IM Novia Financial Benchmark

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