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
Schroder Sustainable Portfolio 7	GBP Allocation 60-80% Equity	59.46	2.57	0.15	abrdn Wrap Quilter Transact Aviva Nucleus 7IM Novia Financial Benchmark
Schroder Sustainable Portfolio 8	GBP Allocation 80%+ Equity	68.83	2.93	0.15	abrdn Wrap Quilter Transact Aviva Nucleus 7IM Novia Financial Benchmark
Sparrows SCore Factor Bond Only F	Global Diversified Bond	10.85	1.14	0.10	Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Novia Financial Wealthtime Morningstar Wealth Hubwise Scottish Widows Fundment P1
Sparrows SCore Factor Bond Only H	Global Diversified Bond - GBP Hedged	11.09	0.56	0.10	Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Novia Financial Wealthtime Morningstar Wealth Hubwise Scottish Widows Fundment P1
Sparrows SCore Factor Equity 10 F	GBP Allocation 0-20% Equity	12.28	1.89	0.10	Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Novia Financial Wealthtime Morningstar Wealth Hubwise Scottish Widows Fundment P1
Sparrows SCore Factor Equity 10 H	GBP Allocation 0-20% Equity	11.67	1.30	0.10	Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Novia Financial Wealthtime Morningstar Wealth Hubwise Scottish Widows Fundment P1
Sparrows SCore Factor Equity 20 F	GBP Allocation 0-20% Equity	17.55	2.59	0.10	Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Novia Financial Wealthtime Morningstar Wealth Hubwise Scottish Widows Fundment P1
Sparrows SCore Factor Equity 20 H	GBP Allocation 0-20% Equity	15.10	2.05	0.10	Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Novia Financial Wealthtime Morningstar Wealth Hubwise Scottish Widows Fundment P1
Sparrows SCore Factor Equity 30 F	GBP Allocation 20-40% Equity	24.20	3.29	0.10	Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Novia Financial Wealthtime Morningstar Wealth Hubwise Scottish Widows Fundment P1
Sparrows SCore Factor Equity 30 H	GBP Allocation 20-40% Equity	19.96	2.78	0.10	Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Novia Financial Wealthtime Morningstar Wealth Hubwise Scottish Widows Fundment P1
Sparrows SCore Factor Equity 40 F	GBP Allocation 20-40% Equity	31.30	3.99	0.10	Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Novia Financial Wealthtime Morningstar Wealth Hubwise Scottish Widows Fundment P1
Sparrows SCore Factor Equity 40 H	GBP Allocation 20-40% Equity	25.56	3.55	0.10	Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Novia Financial Wealthtime Morningstar Wealth Hubwise Scottish Widows Fundment P1
Sparrows SCore Factor Equity 50 F	GBP Allocation 40-60% Equity	38.60	4.68	0.10	Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Wealthtime Morningstar Wealth Hubwise Scottish Widows Fundment P1 Novia Global
Sparrows SCore Factor Equity 50 H	GBP Allocation 40-60% Equity	31.30	4.27	0.10	Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Novia Financial Wealthtime Morningstar Wealth Hubwise Scottish Widows Fundment P1
Sparrows SCore Factor Equity 60 F	GBP Allocation 40-60% Equity	45.88	5.37	0.10	Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Novia Financial Wealthtime Morningstar Wealth Hubwise Scottish Widows Fundment P1
Sparrows SCore Factor Equity 60 H	GBP Allocation 40-60% Equity	37.14	5.00	0.10	Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Novia Financial Wealthtime Morningstar Wealth Hubwise Scottish Widows Fundment P1
Sparrows SCore Factor Equity 70 F	GBP Allocation 60-80% Equity	53.19	6.06	0.10	Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Novia Financial Wealthtime Morningstar Wealth Hubwise Scottish Widows Fundment P1
Sparrows SCore Factor Equity 70 H	GBP Allocation 60-80% Equity	43.86	6.19	0.10	Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Novia Financial Wealthtime Morningstar Wealth Hubwise Scottish Widows Fundment P1
Sparrows SCore Factor Equity 80 F	GBP Allocation 60-80% Equity	60.40	6.75	0.10	Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Novia Financial Wealthtime Morningstar Wealth Hubwise Scottish Widows Fundment P1
Sparrows SCore Factor Equity 80 H	GBP Allocation 60-80% Equity	48.93	6.96	0.10	Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Novia Financial Wealthtime Morningstar Wealth Hubwise Scottish Widows Fundment P1

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