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
Schroder Active Portfolio 9	GBP Allocation 80%+ Equity	65.46	15.24	0.15	Aviva Transact Benchmark Novia Financial 7IM abrdn Wrap Nucleus Quilter
Schroder Blended MPS 3	GBP Allocation 0-20% Equity			0.15	Benchmark
Schroder Blended MPS 4	GBP Allocation 0-20% Equity			0.15	Benchmark
Schroder Blended MPS 5	GBP Allocation 20-40% Equity			0.15	Benchmark
Schroder Blended MPS 6	GBP Allocation 20-40% Equity			0.15	Benchmark
Schroder Blended MPS 7	GBP Allocation 40-60% Equity			0.15	Benchmark
Schroder Blended MPS 8	GBP Allocation 40-60% Equity			0.15	Benchmark
Schroder Strategic Index Portfolio 10	Global Large-Cap Blend Equity	67.40	16.84	0.15	M&G Wealth Aviva Transact James Hay Benchmark Novia Financial 7IM Aegon ARC abrdn Wrap Nucleus Quilter
Schroder Strategic Index Portfolio 2	GBP Allocation 0-20% Equity	6.55	6.25	0.15	M&G Wealth Aviva Transact James Hay Benchmark Novia Financial 7IM Aegon ARC abrdn Wrap Nucleus Quilter
Schroder Strategic Index Portfolio 3	GBP Allocation 20-40% Equity	22.36	7.58	0.15	M&G Wealth Aviva Transact James Hay Benchmark Novia Financial 7IM Aegon ARC abrdn Wrap Nucleus Quilter
Schroder Strategic Index Portfolio 4	GBP Allocation 40-60% Equity	30.15	9.84	0.15	M&G Wealth Aviva Transact James Hay Benchmark Novia Financial 7IM Aegon ARC abrdn Wrap Nucleus Quilter
Schroder Strategic Index Portfolio 5	GBP Allocation 40-60% Equity	35.44	11.27	0.15	M&G Wealth Aviva Transact James Hay Benchmark Novia Financial 7IM Aegon ARC abrdn Wrap Nucleus Quilter
Schroder Strategic Index Portfolio 6	GBP Allocation 60-80% Equity	46.40	12.98	0.15	M&G Wealth Aviva Transact James Hay Benchmark Novia Financial 7IM Aegon ARC abrdn Wrap Nucleus Quilter
Schroder Strategic Index Portfolio 7	GBP Allocation 60-80% Equity	57.50	14.66	0.15	M&G Wealth Aviva Transact James Hay Benchmark Novia Financial 7IM Aegon ARC abrdn Wrap Nucleus Quilter
Schroder Strategic Index Portfolio 8	GBP Allocation 80%+ Equity	64.04	16.04	0.15	M&G Wealth Aviva Transact James Hay Benchmark Novia Financial 7IM Aegon ARC abrdn Wrap Nucleus Quilter
Schroder Strategic Index Portfolio 9	GBP Allocation 80%+ Equity	67.81	16.88	0.15	M&G Wealth Aviva Transact James Hay Benchmark Novia Financial 7IM Aegon ARC abrdn Wrap Nucleus Quilter
Schroder Sustainable Portfolio 3	GBP Allocation 20-40% Equity	21.28	6.16	0.15	Aviva Transact Benchmark Novia Financial 7IM abrdn Wrap Nucleus Quilter
Schroder Sustainable Portfolio 4	GBP Allocation 40-60% Equity	29.88	7.36	0.15	Aviva Transact Benchmark Novia Financial 7IM abrdn Wrap Nucleus Quilter
Schroder Sustainable Portfolio 5	GBP Allocation 40-60% Equity	35.25	8.09	0.15	Aviva Transact Benchmark Novia Financial 7IM abrdn Wrap Nucleus Quilter
Schroder Sustainable Portfolio 6	GBP Allocation 60-80% Equity	47.71	8.89	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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