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: 28/02/2026

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
Söderberg & Partners Blended Balanced	GBP Allocation 40-60% Equity			0.20	M&G Wealth Aviva Transact Aegon Hubwise Fidelity Adviser Solutions Aegon ARC abrdn Wrap Nucleus Parmenion Quilter AJ Bell Investcentre
Söderberg & Partners Blended Cautious	GBP Allocation 20-40% Equity			0.20	M&G Wealth Aviva Transact Aegon Hubwise Fidelity Adviser Solutions Aegon ARC abrdn Wrap Nucleus Parmenion Quilter AJ Bell Investcentre
Söderberg & Partners Blended Growth	GBP Allocation 60-80% Equity			0.20	M&G Wealth Aviva Transact Aegon Hubwise Fidelity Adviser Solutions Aegon ARC abrdn Wrap Nucleus Parmenion Quilter AJ Bell Investcentre
Söderberg & Partners Core Adventurous	Global Large-Cap Blend Equity			0.20	M&G Wealth Aviva Transact Aegon Hubwise Fidelity Adviser Solutions Aegon ARC abrdn Wrap Nucleus Parmenion Quilter AJ Bell Investcentre
Söderberg & Partners Core Balanced	GBP Allocation 60-80% Equity	46.26		0.20	M&G Wealth Aviva Transact Aegon Hubwise Fidelity Adviser Solutions Aegon ARC abrdn Wrap Nucleus Parmenion Quilter AJ Bell Investcentre
Söderberg & Partners Core Cautious	GBP Allocation 20-40% Equity	26.98		0.20	M&G Wealth Aviva Transact Aegon Hubwise Fidelity Adviser Solutions Aegon ARC abrdn Wrap Nucleus Parmenion Quilter AJ Bell Investcentre
Söderberg & Partners Core Defensive	Global Diversified Bond			0.20	M&G Wealth Aviva Transact Aegon Hubwise Fidelity Adviser Solutions Aegon ARC abrdn Wrap Nucleus Parmenion Quilter AJ Bell Investcentre
Söderberg & Partners Core Growth	GBP Allocation 80%+ Equity	61.00		0.20	M&G Wealth Aviva Transact Aegon Hubwise Fidelity Adviser Solutions Aegon ARC abrdn Wrap Nucleus Parmenion Quilter AJ Bell Investcentre
Söderberg & Partners Index Adventurous	GBP Allocation 80%+ Equity			0.12	M&G Wealth Aviva Transact Aegon Hubwise Fidelity Adviser Solutions Aegon ARC abrdn Wrap Nucleus Parmenion Quilter AJ Bell Investcentre
Söderberg & Partners Index Balanced	GBP Allocation 40-60% Equity			0.11	M&G Wealth Aviva Transact Aegon Hubwise Fidelity Adviser Solutions Aegon ARC abrdn Wrap Nucleus Parmenion Quilter AJ Bell Investcentre
Söderberg & Partners Index Cautious	GBP Allocation 20-40% Equity			0.10	M&G Wealth Aviva Transact Aegon Hubwise Fidelity Adviser Solutions Aegon ARC abrdn Wrap Nucleus Parmenion Quilter AJ Bell Investcentre
Söderberg & Partners Index Growth	GBP Allocation 60-80% Equity			0.12	M&G Wealth Aviva Transact Aegon Hubwise Fidelity Adviser Solutions Aegon ARC abrdn Wrap Nucleus Parmenion Quilter AJ Bell Investcentre
Söderberg & Partners Sus Core Cautious	GBP Allocation 20-40% Equity	27.42		0.20	M&G Wealth Aviva Transact Aegon Hubwise Fidelity Adviser Solutions Aegon ARC abrdn Wrap Nucleus Parmenion Quilter AJ Bell Investcentre
Söderberg & Partners Sustainable Cor Bal	GBP Allocation 60-80% Equity	46.58		0.20	M&G Wealth Aviva Transact Aegon Hubwise Fidelity Adviser Solutions Aegon ARC abrdn Wrap Nucleus Parmenion Quilter AJ Bell Investcentre
Söderberg & Partners Sustainable Core Ad	Global Large-Cap Blend Equity			0.20	M&G Wealth Aviva Transact Aegon Hubwise Fidelity Adviser Solutions Aegon ARC abrdn Wrap Nucleus Parmenion Quilter AJ Bell Investcentre
Söderberg & Partners Sustainable Core Gr	GBP Allocation 80%+ Equity	61.10		0.20	M&G Wealth Aviva Transact Aegon Hubwise Fidelity Adviser Solutions Aegon ARC abrdn Wrap Nucleus Parmenion Quilter AJ Bell Investcentre
Sparrows SCore Factor Bond Only F	Global Diversified Bond	10.87	4.76	0.10	M&G Wealth Fundment Aviva Transact Scottish Widows Morningstar Wealth P1 Hubwise Wealthtime Novia Financial Fidelity Adviser Solutions 7IM abrdn Elevate abrdn Wrap Nucleus Quilter
Sparrows SCore Factor Bond Only H	Global Diversified Bond - GBP Hedged	10.94	4.62	0.10	M&G Wealth Fundment Aviva Transact Scottish Widows Morningstar Wealth P1 Hubwise Wealthtime Novia Financial Fidelity Adviser Solutions 7IM abrdn Wrap Nucleus Quilter
Sparrows SCore Factor Equity 10 F	GBP Allocation 0-20% Equity	11.90	5.67	0.10	M&G Wealth Fundment Aviva Transact Scottish Widows Morningstar Wealth P1 Hubwise Wealthtime Novia Financial Fidelity Adviser Solutions 7IM abrdn Elevate abrdn Wrap Nucleus Quilter
Sparrows SCore Factor Equity 10 H	GBP Allocation 0-20% Equity	11.23	5.27	0.10	M&G Wealth Fundment Aviva Transact Scottish Widows Morningstar Wealth P1 Hubwise Wealthtime Novia Financial Fidelity Adviser Solutions 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.

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