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: 31/08/2026

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
QC MPS Defensive (Platform)	GBP Allocation 40-60% Equity	30.50		0.25	M&G Wealth Fundment Aviva Transact Scottish Widows Morningstar Wealth Aegon Benchmark Wealthtime Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus Quilter AJ Bell Investcentre Titan Wealth
QC MPS Global Growth (Platform)	Global Large-Cap Growth Equity	73.67	15.34	0.25	M&G Wealth Fundment Aviva Transact Scottish Widows Morningstar Wealth Aegon Benchmark Wealthtime Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus Quilter AJ Bell Investcentre Titan Wealth
QC MPS Growth (Platform)	GBP Allocation 60-80% Equity	64.09	13.62	0.25	M&G Wealth Fundment Aviva Transact Scottish Widows Morningstar Wealth Aegon Benchmark Wealthtime Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus Quilter AJ Bell Investcentre Titan Wealth
QC MPS Income (Platform)	GBP Allocation 40-60% Equity	34.07	10.31	0.25	M&G Wealth Fundment Aviva Transact Scottish Widows Morningstar Wealth Aegon Benchmark Wealthtime Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Quilter AJ Bell Investcentre Titan Wealth
Quilter WealthSelect Active Managed 10	Global Large-Cap Blend Equity	69.83	15.80	0.15	M&G Wealth Transact Morningstar Wealth Fidelity Adviser Solutions Parmenion Quilter AJ Bell Investcentre
Quilter WealthSelect Active Managed 3	GBP Allocation 20-40% Equity	12.25	7.70	0.15	M&G Wealth Transact Morningstar Wealth Fidelity Adviser Solutions Parmenion Quilter AJ Bell Investcentre
Quilter WealthSelect Active Managed 4	GBP Allocation 20-40% Equity	23.28	9.15	0.15	M&G Wealth Transact Morningstar Wealth Fidelity Adviser Solutions Parmenion Quilter AJ Bell Investcentre
Quilter WealthSelect Active Managed 5	GBP Allocation 40-60% Equity	28.81	10.60	0.15	M&G Wealth Transact Morningstar Wealth Fidelity Adviser Solutions Parmenion Quilter AJ Bell Investcentre
Quilter WealthSelect Active Managed 6	GBP Allocation 40-60% Equity	34.74	11.99	0.15	M&G Wealth Transact Morningstar Wealth Fidelity Adviser Solutions Parmenion Quilter AJ Bell Investcentre
Quilter WealthSelect Active Managed 7	GBP Allocation 60-80% Equity	57.63	13.35	0.15	M&G Wealth Transact Morningstar Wealth Fidelity Adviser Solutions Parmenion Quilter AJ Bell Investcentre
Quilter WealthSelect Active Managed 8	GBP Allocation 60-80% Equity	64.13	14.68	0.15	M&G Wealth Transact Morningstar Wealth Fidelity Adviser Solutions Parmenion Quilter AJ Bell Investcentre
Quilter WealthSelect Active Managed 9	GBP Allocation 80%+ Equity	67.13	15.37	0.15	M&G Wealth Transact Morningstar Wealth Fidelity Adviser Solutions Parmenion Quilter AJ Bell Investcentre
Quilter WealthSelect Blend Managed 10	Global Large-Cap Blend Equity	70.72	16.89	0.15	M&G Wealth Transact Morningstar Wealth Fidelity Adviser Solutions Parmenion Quilter AJ Bell Investcentre
Quilter WealthSelect Blend Managed 3	GBP Allocation 20-40% Equity	12.46	7.77	0.15	M&G Wealth Transact Morningstar Wealth Fidelity Adviser Solutions Parmenion Quilter AJ Bell Investcentre
Quilter WealthSelect Blend Managed 4	GBP Allocation 20-40% Equity	23.47	9.40	0.15	M&G Wealth Transact Morningstar Wealth Fidelity Adviser Solutions Parmenion Quilter AJ Bell Investcentre
Quilter WealthSelect Blend Managed 5	GBP Allocation 40-60% Equity	29.22	11.16	0.15	M&G Wealth Transact Morningstar Wealth Fidelity Adviser Solutions Parmenion Quilter AJ Bell Investcentre
Quilter WealthSelect Blend Managed 6	GBP Allocation 40-60% Equity	35.13	12.78	0.15	M&G Wealth Transact Morningstar Wealth Fidelity Adviser Solutions Parmenion Quilter AJ Bell Investcentre
Quilter WealthSelect Blend Managed 7	GBP Allocation 60-80% Equity	57.75	14.32	0.15	M&G Wealth Transact Morningstar Wealth Fidelity Adviser Solutions Parmenion Quilter AJ Bell Investcentre
Quilter WealthSelect Blend Managed 8	GBP Allocation 60-80% Equity	63.99	15.74	0.15	M&G Wealth Transact Morningstar Wealth Fidelity Adviser Solutions Parmenion Quilter AJ Bell Investcentre
Quilter WealthSelect Blend Managed 9	GBP Allocation 80%+ Equity	67.55	16.49	0.15	M&G Wealth Transact Morningstar Wealth Fidelity Adviser Solutions Parmenion Quilter AJ Bell Investcentre

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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