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 Responsible Equity 50 H	GBP Allocation 40-60% Equity	35.02	3.54	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 60 F	GBP Allocation 40-60% Equity	46.05	3.02	0.10	Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Novia Financial Wealthtime Morningstar Wealth Hubwise Scottish Widows Fundment P1
Sparrows SCore Responsible Equity 60 H	GBP Allocation 40-60% Equity	41.78	4.26	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 70 F	GBP Allocation 60-80% Equity	52.77	3.88	0.10	Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus Novia Financial Wealthtime Morningstar Wealth Hubwise Scottish Widows Fundment P1 7IM Offshore
Sparrows SCore Responsible Equity 70 H	GBP Allocation 60-80% Equity	48.55	4.97	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 80 F	GBP Allocation 60-80% Equity	59.55	4.73	0.10	Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Novia Financial Wealthtime Morningstar Wealth Hubwise Scottish Widows Fundment P1
Sparrows SCore Responsible Equity 80 H	GBP Allocation 60-80% Equity	55.15	5.67	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 90 F	GBP Allocation 80%+ Equity	66.23	5.60	0.10	Transact Fidelity Adviser Solutions Aviva M&G Wealth Novia Financial Wealthtime Morningstar Wealth Hubwise Scottish Widows Fundment P1
Sparrows SCore Responsible Equity 90 H	GBP Allocation 80%+ Equity	61.72	6.37	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 Only F	Global Large-Cap Blend Equity	71.68	6.26	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 Only H	Global Large-Cap Blend Equity	66.66	6.92	0.10	Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM Novia Financial Wealthtime Morningstar Wealth Hubwise Scottish Widows Fundment P1
Tatton Core Active	GBP Allocation 60-80% Equity	50.80	7.61	0.15	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Scottish Widows Amber
Tatton Core Aggressive	GBP Allocation 80%+ Equity	56.34	8.72	0.15	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Scottish Widows Amber
Tatton Core Balanced	GBP Allocation 40-60% Equity	42.72	6.03	0.15	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Scottish Widows Amber
Tatton Core Cautious	GBP Allocation 40-60% Equity	34.97	4.38	0.15	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Scottish Widows Amber
Tatton Core Defensive	GBP Allocation 20-40% Equity	24.85	2.19	0.15	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Scottish Widows Amber
Tatton Core Global Equity	Global Large-Cap Blend Equity	63.14	10.45	0.15	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Scottish Widows Amber
Tatton Ethical Active	GBP Allocation 60-80% Equity	54.89	6.28	0.15	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Scottish Widows
Tatton Ethical Aggressive	GBP Allocation 80%+ Equity	60.71	7.06	0.15	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Scottish Widows Amber
Tatton Ethical Balanced	GBP Allocation 40-60% Equity	47.48	5.18	0.15	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Scottish Widows Amber

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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