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
Schroder Active Portfolio 3	GBP Allocation 20-40% Equity	24.76	6.75	0.15	abrdn Wrap Quilter Transact Aviva Nucleus 7IM Novia Financial Benchmark
Schroder Active Portfolio 4	GBP Allocation 40-60% Equity	34.18	8.10	0.15	abrdn Wrap Quilter Transact Aviva Nucleus 7IM Novia Financial Benchmark
Schroder Active Portfolio 5	GBP Allocation 40-60% Equity	40.53	8.96	0.15	abrdn Wrap Quilter Transact Aviva Nucleus 7IM Novia Financial Benchmark
Schroder Active Portfolio 6	GBP Allocation 60-80% Equity	48.28	10.02	0.15	abrdn Wrap Quilter Transact Aviva Nucleus 7IM Novia Financial Benchmark
Schroder Active Portfolio 7	GBP Allocation 60-80% Equity	55.38	10.97	0.15	abrdn Wrap Quilter Transact Aviva Nucleus 7IM Novia Financial Benchmark
Schroder Active Portfolio 8	GBP Allocation 80%+ Equity	62.52	11.79	0.15	abrdn Wrap Quilter Transact Aviva Nucleus 7IM Novia Financial Benchmark
Schroder Active Portfolio 9	GBP Allocation 80%+ Equity	69.51	12.45	0.15	abrdn Wrap Quilter Transact Aviva Nucleus 7IM Novia Financial Benchmark
Schroder Strategic Index Portfolio 10	Global Large-Cap Blend Equity	72.11	12.75	0.15	abrdn Wrap Quilter Transact James Hay Aviva M&G Wealth Nucleus 7IM Novia Financial Aegon ARC Benchmark
Schroder Strategic Index Portfolio 2	GBP Allocation 0-20% Equity	15.75	5.97	0.15	abrdn Wrap Quilter Transact James Hay Aviva M&G Wealth Nucleus 7IM Novia Financial Aegon ARC Benchmark
Schroder Strategic Index Portfolio 3	GBP Allocation 20-40% Equity	24.63	7.14	0.15	abrdn Wrap Quilter Transact James Hay Aviva M&G Wealth Nucleus 7IM Novia Financial Aegon ARC Benchmark
Schroder Strategic Index Portfolio 4	GBP Allocation 40-60% Equity	33.66	8.91	0.15	abrdn Wrap Quilter Transact James Hay Aviva M&G Wealth Nucleus 7IM Novia Financial Aegon ARC Benchmark
Schroder Strategic Index Portfolio 5	GBP Allocation 40-60% Equity	39.94	9.97	0.15	abrdn Wrap Quilter Transact James Hay Aviva M&G Wealth Nucleus 7IM Novia Financial Aegon ARC Benchmark
Schroder Strategic Index Portfolio 6	GBP Allocation 60-80% Equity	47.87	11.33	0.15	abrdn Wrap Quilter Transact James Hay Aviva M&G Wealth Nucleus 7IM Novia Financial Aegon ARC Benchmark
Schroder Strategic Index Portfolio 7	GBP Allocation 60-80% Equity	55.29	12.56	0.15	abrdn Wrap Quilter Transact James Hay Aviva M&G Wealth Nucleus 7IM Novia Financial Aegon ARC Benchmark
Schroder Strategic Index Portfolio 8	GBP Allocation 80%+ Equity	61.16	13.54	0.15	abrdn Wrap Quilter Transact James Hay Aviva M&G Wealth Nucleus 7IM Novia Financial Aegon ARC Benchmark
Schroder Strategic Index Portfolio 9	GBP Allocation 80%+ Equity	66.12	14.04	0.15	abrdn Wrap Quilter Transact James Hay Aviva M&G Wealth Nucleus 7IM Novia Financial Aegon ARC Benchmark
Schroder Sustainable Portfolio 3	GBP Allocation 20-40% Equity	23.30	5.15	0.15	abrdn Wrap Quilter Transact Aviva Nucleus 7IM Novia Financial Benchmark
Schroder Sustainable Portfolio 4	GBP Allocation 40-60% Equity	33.88	5.96	0.15	abrdn Wrap Quilter Transact Aviva Nucleus 7IM Novia Financial Benchmark
Schroder Sustainable Portfolio 5	GBP Allocation 40-60% Equity	40.87	6.44	0.15	abrdn Wrap Quilter Transact Aviva Nucleus 7IM Novia Financial Benchmark
Schroder Sustainable Portfolio 6	GBP Allocation 60-80% Equity	50.16	7.05	0.15	abrdn Wrap Quilter Transact Aviva Nucleus 7IM Novia Financial Benchmark

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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