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
Thorntons Investments Adventurous Model	GBP Allocation 80%+ Equity	58.75	4.69	0.20	abrdn Wrap Quilter Transact Fidelity Adviser Solutions M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Scottish Widows
Thorntons Investments Cautious Model	GBP Allocation 20-40% Equity	32.45	2.25	0.20	abrdn Wrap Quilter Transact Fidelity Adviser Solutions M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Scottish Widows
Thorntons Investments Moderate Model	GBP Allocation 40-60% Equity	46.85	5.39	0.20	abrdn Wrap Quilter Transact Fidelity Adviser Solutions M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Scottish Widows
Thorntons Investments Progressive Model	GBP Allocation 60-80% Equity	57.77	5.92	0.20	abrdn Wrap Quilter Transact Fidelity Adviser Solutions M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Scottish Widows
Thorntons Investments Steady Model	GBP Allocation 40-60% Equity	39.40	3.88	0.20	abrdn Wrap Quilter Transact Fidelity Adviser Solutions M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Scottish Widows
Timeline Classic 0	Global Diversified Bond - GBP Hedged	17.96	-1.12	0.09	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Nucleus 7IM True Potential Novia Financial Wealthtime Aegon ARC Fundment Benchmark
Timeline Classic 10	GBP Allocation 0-20% Equity	19.01	0.14	0.09	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Nucleus 7IM True Potential Novia Financial Wealthtime Aegon ARC Fundment Benchmark
Timeline Classic 100	Global Large-Cap Blend Equity	69.15	8.62	0.09	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Nucleus 7IM True Potential Novia Financial Wealthtime Aegon ARC Fundment Benchmark
Timeline Classic 20	GBP Allocation 0-20% Equity	23.58	1.32	0.09	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Nucleus 7IM True Potential Novia Financial Wealthtime Aegon ARC Fundment Benchmark
Timeline Classic 30	GBP Allocation 20-40% Equity	29.66	2.42	0.09	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Nucleus 7IM True Potential Novia Financial Wealthtime Aegon ARC Fundment Benchmark
Timeline Classic 40	GBP Allocation 20-40% Equity	36.18	3.46	0.09	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Nucleus 7IM True Potential Novia Financial Wealthtime Aegon ARC Fundment Benchmark
Timeline Classic 50	GBP Allocation 40-60% Equity	42.73	4.45	0.09	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Nucleus 7IM True Potential Novia Financial Wealthtime Aegon ARC Fundment Benchmark
Timeline Classic 60	GBP Allocation 40-60% Equity	49.16	5.39	0.09	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Nucleus 7IM True Potential Novia Financial Wealthtime Aegon ARC Fundment Benchmark
Timeline Classic 70	GBP Allocation 60-80% Equity	55.25	6.29	0.09	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Nucleus 7IM True Potential Novia Financial Wealthtime Aegon ARC Fundment Benchmark
Timeline Classic 80	GBP Allocation 60-80% Equity	61.18	7.15	0.09	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Nucleus 7IM True Potential Novia Financial Wealthtime Aegon ARC Fundment Benchmark
Timeline Classic 90	GBP Allocation 80%+ Equity	66.24	7.98	0.09	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Nucleus 7IM True Potential Novia Financial Wealthtime Aegon ARC Fundment Benchmark
Timeline ESG Classic 0	Global Diversified Bond - GBP Hedged	16.62	-0.79	0.09	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Nucleus 7IM True Potential Novia Financial Wealthtime Aegon ARC Fundment Benchmark
Timeline ESG Classic 10	GBP Allocation 0-20% Equity	17.49	0.09	0.09	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Nucleus 7IM True Potential Novia Financial Wealthtime Aegon ARC Fundment Benchmark
Timeline ESG Classic 100	Global Large-Cap Blend Equity	70.28	7.79	0.09	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Nucleus 7IM True Potential Novia Financial Wealthtime Aegon ARC Fundment Benchmark
Timeline ESG Classic 20	GBP Allocation 0-20% Equity	20.94	0.96	0.09	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Nucleus 7IM True Potential Novia Financial Wealthtime Aegon ARC Fundment Benchmark

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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