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
Sparrows SCore Factor Equity 90 F	GBP Allocation 80%+ Equity	66.32	7.43	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 90 H	GBP Allocation 80%+ Equity	53.40	7.73	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 Only F	Global Large-Cap Blend Equity	70.74	7.98	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 Only H	Global Large-Cap Blend Equity	57.00	8.35	0.10	Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Novia Financial Wealthtime Morningstar Wealth Hubwise Scottish Widows Fundment P1
Sparrows SCore Market Equity 20 F	GBP Allocation 0-20% Equity	13.09		0.10	Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Novia Financial Wealthtime Morningstar Wealth Hubwise Scottish Widows Fundment P1
Sparrows SCore Market Equity 40 F	GBP Allocation 20-40% Equity	26.02		0.10	Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Novia Financial Wealthtime Morningstar Wealth Hubwise Scottish Widows Fundment P1
Sparrows SCore Market Equity 60 F	GBP Allocation 40-60% Equity	39.43		0.10	Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Novia Financial Wealthtime Morningstar Wealth Hubwise Scottish Widows Fundment P1
Sparrows SCore Market Equity 80 F	GBP Allocation 60-80% Equity	52.94		0.10	Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Novia Financial Wealthtime Morningstar Wealth Hubwise Scottish Widows Fundment P1
Sparrows SCore Market Equity Only (Funds	Global Large-Cap Blend Equity			0.10	Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Novia Financial Wealthtime Morningstar Wealth Hubwise Scottish Widows Fundment P1
Sparrows SCore Responsible Bond Only F	Global Diversified Bond	19.52	-2.16	0.10	Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Novia Financial Wealthtime Morningstar Wealth Hubwise Scottish Widows Fundment P1
Sparrows SCore Responsible Bond Only H	Global Diversified Bond - GBP Hedged	12.93	-0.20	0.10	Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Novia Financial Wealthtime Morningstar Wealth Hubwise Scottish Widows Fundment P1
Sparrows SCore Responsible Equity 10 F	GBP Allocation 0-20% Equity	20.20	-1.29	0.10	Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Novia Financial Wealthtime Morningstar Wealth Hubwise Scottish Widows Fundment P1
Sparrows SCore Responsible Equity 10 H	GBP Allocation 0-20% Equity	13.22	0.57	0.10	Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Novia Financial Wealthtime Morningstar Wealth Hubwise Scottish Widows Fundment P1
Sparrows SCore Responsible Equity 20 F	GBP Allocation 0-20% Equity	23.27	-0.42	0.10	Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Novia Financial Wealthtime Morningstar Wealth Hubwise Scottish Widows Fundment P1
Sparrows SCore Responsible Equity 20 H	GBP Allocation 0-20% Equity	16.62	1.32	0.10	Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Novia Financial Wealthtime Morningstar Wealth Hubwise Scottish Widows Fundment P1
Sparrows SCore Responsible Equity 30 F	GBP Allocation 20-40% Equity	27.99	0.44	0.10	Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Novia Financial Wealthtime Morningstar Wealth Hubwise Scottish Widows Fundment P1
Sparrows SCore Responsible Equity 30 H	GBP Allocation 20-40% Equity	22.06	2.07	0.10	Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Novia Financial Wealthtime Morningstar Wealth Hubwise Scottish Widows Fundment P1
Sparrows SCore Responsible Equity 40 F	GBP Allocation 20-40% Equity	33.60	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 Responsible Equity 40 H	GBP Allocation 20-40% Equity	28.38	2.81	0.10	Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Novia Financial Wealthtime Morningstar Wealth Hubwise Scottish Widows Fundment P1
Sparrows SCore Responsible Equity 50 F	GBP Allocation 40-60% Equity	39.68	2.16	0.10	Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Novia Financial Wealthtime Morningstar Wealth Hubwise Scottish Widows Fundment P1

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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