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
Sarasin Balanced Decum Strategy Model	GBP Allocation 40-60% Equity			0.25	Aviva Scottish Widows abrdn Wrap Quilter
Sarasin Balanced Income Strategy	GBP Allocation 60-80% Equity	44.86	7.99	0.25	Aviva Scottish Widows abrdn Wrap Quilter
Sarasin Balanced Model	GBP Allocation 40-60% Equity	43.99	11.31	0.15	M&G Wealth Fundment Novia Global Aviva Transact Scottish Widows Platform One Aegon Advance by Embark Fidelity Adviser Solutions 7IM abrdn Wrap Nucleus Parmenion Quilter AJ Bell Investcentre
Sarasin Cautious Model	GBP Allocation 20-40% Equity	30.47	9.24	0.15	M&G Wealth Fundment Novia Global Aviva Transact Scottish Widows Platform One Aegon Advance by Embark Fidelity Adviser Solutions 7IM abrdn Wrap Nucleus Parmenion Quilter AJ Bell Investcentre
Sarasin Defensive Model	GBP Allocation 0-20% Equity	20.41	7.09	0.15	M&G Wealth Fundment Aviva Transact Scottish Widows Platform One Aegon Advance by Embark Novia Financial Fidelity Adviser Solutions 7IM abrdn Wrap Nucleus Parmenion Quilter AJ Bell Investcentre
Sarasin Equity Model	Global Large-Cap Blend Equity	64.95	14.70	0.15	M&G Wealth Fundment Novia Global Aviva Transact Scottish Widows Platform One Aegon Advance by Embark Fidelity Adviser Solutions 7IM abrdn Wrap Nucleus Parmenion Quilter AJ Bell Investcentre
Sarasin Growth Model	GBP Allocation 80%+ Equity	61.57	13.48	0.15	M&G Wealth Fundment Novia Global Aviva Transact Scottish Widows Platform One Aegon Advance by Embark Fidelity Adviser Solutions 7IM abrdn Wrap Nucleus Parmenion Quilter AJ Bell Investcentre
Sarasin Responsible Balanced Model	GBP Allocation 40-60% Equity	46.15	7.10	0.10	M&G Wealth Fundment Aviva Transact Scottish Widows Platform One Aegon Advance by Embark Novia Financial Fidelity Adviser Solutions 7IM abrdn Wrap Nucleus Parmenion Quilter AJ Bell Investcentre
Sarasin Responsible Cautious Model	GBP Allocation 20-40% Equity	31.56	6.31	0.10	M&G Wealth Fundment Aviva Transact Scottish Widows Platform One Aegon Advance by Embark Novia Financial Fidelity Adviser Solutions 7IM abrdn Wrap Nucleus Parmenion Quilter AJ Bell Investcentre
Sarasin Responsible Defensive Model	GBP Allocation 0-20% Equity	21.80	5.50	0.10	M&G Wealth Fundment Aviva Transact Scottish Widows Platform One Aegon Advance by Embark Novia Financial Fidelity Adviser Solutions 7IM abrdn Wrap Nucleus Parmenion Quilter AJ Bell Investcentre
Sarasin Responsible Equity Model	Global Large-Cap Blend Equity	71.91	8.02	0.10	M&G Wealth Fundment Aviva Transact Scottish Widows Platform One Aegon Advance by Embark Novia Financial Fidelity Adviser Solutions 7IM abrdn Wrap Nucleus Parmenion Quilter AJ Bell Investcentre
Sarasin Responsible Growth Model	GBP Allocation 80%+ Equity	66.11	7.57	0.10	M&G Wealth Fundment Novia Global Aviva Transact Scottish Widows Platform One Aegon Advance by Embark Fidelity Adviser Solutions 7IM abrdn Wrap Nucleus Parmenion Quilter AJ Bell Investcentre
Schroder Active Portfolio 10	Global Large-Cap Blend Equity	76.62	14.98	0.15	Aviva Transact Benchmark Novia Financial 7IM abrdn Wrap Nucleus Quilter
Schroder Active Portfolio 2	GBP Allocation 0-20% Equity	6.10	6.25	0.15	Aviva Transact Benchmark Novia Financial 7IM abrdn Wrap Nucleus Quilter
Schroder Active Portfolio 3	GBP Allocation 20-40% Equity	21.50	7.51	0.15	Aviva Transact Benchmark Novia Financial 7IM abrdn Wrap Nucleus Quilter
Schroder Active Portfolio 4	GBP Allocation 40-60% Equity	29.23	9.44	0.15	Aviva Transact Benchmark Novia Financial 7IM abrdn Wrap Nucleus Quilter
Schroder Active Portfolio 5	GBP Allocation 40-60% Equity	34.49	10.66	0.15	Aviva Transact Benchmark Novia Financial 7IM abrdn Wrap Nucleus Quilter
Schroder Active Portfolio 6	GBP Allocation 60-80% Equity	44.49	12.04	0.15	Aviva Transact Benchmark Novia Financial 7IM abrdn Wrap Nucleus Quilter
Schroder Active Portfolio 7	GBP Allocation 60-80% Equity	53.95	13.41	0.15	Aviva Transact Benchmark Novia Financial 7IM abrdn Wrap Nucleus Quilter
Schroder Active Portfolio 8	GBP Allocation 80%+ Equity	62.16	14.56	0.15	Aviva Transact Benchmark Novia Financial 7IM abrdn Wrap Nucleus Quilter

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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