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
Sparrows SCore Factor Equity 50 H	GBP Allocation 40-60% Equity	31.00	9.69	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 Factor Equity 60 F	GBP Allocation 40-60% Equity	42.71	11.64	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 Factor Equity 60 H	GBP Allocation 40-60% Equity	36.95	10.77	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 Factor Equity 70 F	GBP Allocation 60-80% Equity	52.24	12.84	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 Factor Equity 70 H	GBP Allocation 60-80% Equity	45.57	13.08	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 Factor Equity 80 F	GBP Allocation 60-80% Equity	59.15	14.04	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 Factor Equity 80 H	GBP Allocation 60-80% Equity	54.40	14.32	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 Factor Equity 90 F	GBP Allocation 80%+ Equity	66.11	15.24	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 Factor Equity 90 H	GBP Allocation 80%+ Equity	60.94	15.55	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 Factor Equity Only F	Global Large-Cap Blend Equity	71.16	16.20	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 Factor Equity Only H	Global Large-Cap Blend Equity	65.95	16.54	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 Market Equity 10 F	GBP Allocation 0-20% Equity	4.70	5.85	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 20 F	GBP Allocation 0-20% Equity	6.37	7.25	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 30 F	GBP Allocation 20-40% Equity	16.07	8.67	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 40 F	GBP Allocation 20-40% Equity	24.54	10.06	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 50 F	GBP Allocation 40-60% Equity	29.70	11.49	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 60 F	GBP Allocation 40-60% Equity	34.92	12.87	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 Market Equity 70 F	GBP Allocation 60-80% Equity	42.86	14.29	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	57.28	15.67	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 90 F	GBP Allocation 80%+ Equity	64.27	17.08	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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