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
Sparrows SCore Market Equity 60 F	GBP Allocation 40-60% Equity	39.35		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 Market Equity 80 F	GBP Allocation 60-80% Equity	52.52		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 Market Equity Only (Funds	Global Large-Cap Blend Equity			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 Responsible Bond Only F	Global Diversified Bond	19.01	3.60	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 Responsible Bond Only H	Global Diversified Bond - GBP Hedged	13.29	3.85	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 Responsible Equity 10 F	GBP Allocation 0-20% Equity	19.53	4.02	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 Responsible Equity 10 H	GBP Allocation 0-20% Equity	13.43	4.53	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 Responsible Equity 20 F	GBP Allocation 0-20% Equity	22.14	4.45	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 Responsible Equity 20 H	GBP Allocation 0-20% Equity	16.37	5.21	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 Responsible Equity 30 F	GBP Allocation 20-40% Equity	26.20	4.88	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 Responsible Equity 30 H	GBP Allocation 20-40% Equity	21.30	5.87	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 Responsible Equity 40 F	GBP Allocation 20-40% Equity	31.14	5.30	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 Responsible Equity 40 H	GBP Allocation 20-40% Equity	27.14	6.53	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 Responsible Equity 50 F	GBP Allocation 40-60% Equity	36.57	5.72	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 Responsible Equity 50 H	GBP Allocation 40-60% Equity	33.39	7.18	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 Responsible Equity 60 F	GBP Allocation 40-60% Equity	42.34	6.14	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 Responsible Equity 60 H	GBP Allocation 40-60% Equity	39.84	7.83	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 Responsible Equity 70 F	GBP Allocation 60-80% Equity	48.54	6.56	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 Responsible Equity 70 H	GBP Allocation 60-80% Equity	46.41	8.47	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 Responsible Equity 80 F	GBP Allocation 60-80% Equity	54.86	6.98	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

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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