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: 31/03/2026

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
Sparrows SCore Responsible Equity 60 F	GBP Allocation 40-60% Equity	42.34	3.87	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	5.95	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	4.18	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	6.45	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	4.48	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 80 H	GBP Allocation 60-80% Equity	52.97	6.95	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 90 F	GBP Allocation 80%+ Equity	61.26	4.79	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 90 H	GBP Allocation 80%+ Equity	59.49	7.44	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 Only F	Global Large-Cap Blend Equity	66.43	5.02	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 Only H	Global Large-Cap Blend Equity	64.05	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
Tatton Classic Core Active	GBP Allocation 60-80% Equity	50.37	10.09	0.15	M&G Wealth Aviva Transact James Hay Scottish Widows Morningstar Wealth Aegon Hubwise Advance by Embark Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC Amber abrdn Elevate abrdn Wrap Nucleus Quilter AJ Bell Investcentre
Tatton Core Aggressive	GBP Allocation 80%+ Equity	55.02	11.07	0.15	M&G Wealth Aviva Transact James Hay Scottish Widows Morningstar Wealth Aegon Hubwise Advance by Embark Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC Amber abrdn Elevate abrdn Wrap Nucleus Quilter AJ Bell Investcentre
Tatton Core Balanced	GBP Allocation 40-60% Equity	42.08	8.75	0.15	M&G Wealth Aviva Transact James Hay Scottish Widows Morningstar Wealth Aegon Hubwise Advance by Embark Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC Amber abrdn Elevate abrdn Wrap Nucleus Quilter AJ Bell Investcentre
Tatton Core Cautious	GBP Allocation 40-60% Equity	34.14	7.34	0.15	M&G Wealth Aviva Transact James Hay Scottish Widows Morningstar Wealth Aegon Hubwise Advance by Embark Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC Amber abrdn Elevate abrdn Wrap Nucleus Quilter AJ Bell Investcentre
Tatton Core Defensive	GBP Allocation 20-40% Equity	24.47	5.55	0.15	M&G Wealth Aviva Transact James Hay Scottish Widows Morningstar Wealth Aegon Hubwise Advance by Embark Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC Amber abrdn Elevate abrdn Wrap Nucleus Quilter AJ Bell Investcentre
Tatton Core Global Equity	Global Large-Cap Blend Equity	62.99	13.03	0.15	M&G Wealth Aviva Transact James Hay Scottish Widows Morningstar Wealth Aegon Hubwise Advance by Embark Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC Amber abrdn Elevate abrdn Wrap Nucleus Quilter AJ Bell Investcentre
Tatton Ethical Active	GBP Allocation 60-80% Equity	54.12	9.32	0.15	M&G Wealth Aviva Transact James Hay Scottish Widows Morningstar Wealth Aegon Hubwise Advance by Embark Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Elevate abrdn Wrap Nucleus Quilter AJ Bell Investcentre
Tatton Ethical Aggressive	GBP Allocation 80%+ Equity	59.39	9.82	0.15	M&G Wealth Aviva Transact James Hay Scottish Widows Morningstar Wealth Aegon Hubwise Advance by Embark Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC Amber abrdn Elevate abrdn Wrap Nucleus Quilter AJ Bell Investcentre
Tatton Ethical Balanced	GBP Allocation 40-60% Equity	45.99	8.54	0.15	M&G Wealth Aviva Transact James Hay Scottish Widows Morningstar Wealth Aegon Hubwise Advance by Embark Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC Amber abrdn Elevate abrdn Wrap Nucleus Quilter AJ Bell Investcentre
Tatton Ethical Cautious	GBP Allocation 40-60% Equity	38.49	7.81	0.15	M&G Wealth Aviva Transact James Hay Scottish Widows Morningstar Wealth Aegon Hubwise Advance by Embark Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC Amber abrdn Elevate abrdn Wrap Nucleus 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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