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 Sustainable Portfolio 7	GBP Allocation 60-80% Equity	59.78	9.69	0.15	Aviva Transact Benchmark Novia Financial 7IM abrdn Wrap Nucleus Quilter
Schroder Sustainable Portfolio 8	GBP Allocation 80%+ Equity	65.50	10.28	0.15	Aviva Transact Benchmark Novia Financial 7IM abrdn Wrap Nucleus Quilter
Shard Capital - Balanced EUR UCITS	EUR Moderate Allocation		12.62	0.25	Morningstar Wealth International
Shard Capital - Balanced GBP UCITS	GBP Allocation 40-60% Equity	51.80	13.28	0.25	Morningstar Wealth International
Shard Capital - Cautious EUR UCITS	EUR Cautious Allocation		9.41	0.25	Morningstar Wealth International
Shard Capital - Cautious GBP UCITS Portf	GBP Allocation 20-40% Equity	29.61	10.64	0.25	Morningstar Wealth International
Shard Capital - Steady Growth EUR UCITS	EUR Aggressive Allocation		15.20	0.25	Morningstar Wealth International
Shard Capital - Steady Growth GBP UCITS	GBP Allocation 60-80% Equity	50.52	15.67	0.25	Morningstar Wealth International
Soderberg & Partners Active Adventurous	Global Large-Cap Blend Equity	72.85		0.20	M&G Wealth Aviva Transact Aegon Hubwise Fidelity Adviser Solutions Aegon ARC abrdn Wrap Nucleus Parmenion Quilter AJ Bell Investcentre
Soderberg & Partners Active Balanced	GBP Allocation 60-80% Equity	46.81		0.20	M&G Wealth Aviva Transact Aegon Hubwise Fidelity Adviser Solutions Aegon ARC abrdn Wrap Nucleus Parmenion Quilter AJ Bell Investcentre
Soderberg & Partners Active Cautious	GBP Allocation 20-40% Equity	28.70		0.20	M&G Wealth Aviva Transact Aegon Hubwise Fidelity Adviser Solutions Aegon ARC abrdn Wrap Nucleus Parmenion Quilter AJ Bell Investcentre
Soderberg & Partners Active Growth	GBP Allocation 80%+ Equity	65.50		0.20	M&G Wealth Aviva Transact Aegon Hubwise Fidelity Adviser Solutions Aegon ARC abrdn Wrap Nucleus Parmenion Quilter AJ Bell Investcentre
Soderberg & Partners Blended Adventurous	GBP Allocation 80%+ Equity	70.88		0.20	M&G Wealth Aviva Transact Aegon Hubwise Fidelity Adviser Solutions Aegon ARC abrdn Wrap Nucleus Parmenion Quilter AJ Bell Investcentre
Soderberg & 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
Soderberg & 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
Soderberg & Partners Blended Growth	GBP Allocation 60-80% Equity	62.81		0.20	M&G Wealth Aviva Transact Aegon Hubwise Fidelity Adviser Solutions Aegon ARC abrdn Wrap Nucleus Parmenion Quilter AJ Bell Investcentre
Soderberg & Partners Core Adventurous	Global Large-Cap Blend Equity	68.68		0.20	M&G Wealth Aviva Transact Aegon Hubwise Fidelity Adviser Solutions Aegon ARC abrdn Wrap Nucleus Parmenion Quilter AJ Bell Investcentre
Soderberg & Partners Core Balanced	GBP Allocation 60-80% Equity	45.49		0.20	M&G Wealth Aviva Transact Aegon Hubwise Fidelity Adviser Solutions Aegon ARC abrdn Wrap Nucleus Parmenion Quilter AJ Bell Investcentre
Soderberg & Partners Core Cautious	GBP Allocation 20-40% Equity	28.57		0.20	M&G Wealth Aviva Transact Aegon Hubwise Fidelity Adviser Solutions Aegon ARC abrdn Wrap Nucleus Parmenion Quilter AJ Bell Investcentre
Soderberg & 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

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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