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
Tribe Impact Capital Medium-high SIMPS	GBP Allocation 60-80% Equity	62.94	0.76	0.25	Aegon abrdn Wrap Quilter Transact M&G Wealth Nucleus 7IM True Potential Aegon ARC
Tribe Impact Capital Medium-low SIMPS	GBP Allocation 40-60% Equity	41.06	0.84	0.25	Aegon abrdn Wrap Quilter Transact M&G Wealth Nucleus 7IM True Potential Aegon ARC
Vanguard LS 100% Equity MPS Classic	Global Large-Cap Blend Equity			0.10	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Nucleus 7IM Wealthtime Aegon ARC Fundment
Vanguard LS 100% Equity MPS Global	Global Large-Cap Blend Equity			0.10	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Nucleus 7IM Wealthtime Aegon ARC Fundment
Vanguard LS 20% Equity MPS Classic	GBP Allocation 0-20% Equity	21.57		0.10	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Nucleus 7IM Wealthtime Aegon ARC Fundment
Vanguard LS 20% Equity MPS Global	GBP Allocation 0-20% Equity	19.12		0.10	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Nucleus 7IM Wealthtime Aegon ARC Fundment
Vanguard LS 40% Equity MPS Classic	GBP Allocation 20-40% Equity	28.21		0.10	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Nucleus 7IM Wealthtime Aegon ARC Fundment
Vanguard LS 40% Equity MPS Global	GBP Allocation 20-40% Equity	26.96		0.10	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Nucleus 7IM Wealthtime Aegon ARC Fundment
Vanguard LS 60% Equity MPS Classic	GBP Allocation 40-60% Equity	38.37		0.10	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Nucleus 7IM Wealthtime Aegon ARC Fundment
Vanguard LS 60% Equity MPS Global	GBP Allocation 40-60% Equity	38.27		0.10	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Nucleus 7IM Wealthtime Aegon ARC Fundment
Vanguard LS 80% Equity MPS Classic	GBP Allocation 60-80% Equity	49.70		0.10	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Nucleus 7IM Wealthtime Aegon ARC Fundment
Vanguard LS 80% Equity MPS Global	GBP Allocation 60-80% Equity	50.60		0.10	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Nucleus 7IM Wealthtime Aegon ARC Fundment
Vintage MPS Sustainable Future Balanced	GBP Allocation 40-60% Equity	51.81	0.53	0.30	Aviva
Vintage MPS Sustainable Future Cautious	GBP Allocation 20-40% Equity	28.71	0.90	0.30	Aviva
Vintage MPS Sustainable Future Growth	GBP Allocation 80%+ Equity	75.07	1.83	0.30	Aviva
Voyager Balanced CO	GBP Allocation 60-80% Equity	48.81	3.37	0.30	abrdn Wrap Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus abrdn Elevate
Voyager Conservative CO	GBP Allocation 40-60% Equity	38.17	0.91	0.30	abrdn Wrap Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus abrdn Elevate
Voyager Conservative Higher Income CO	GBP Allocation 40-60% Equity	40.67	2.96	0.30	abrdn Wrap Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus abrdn Elevate
Voyager Defensive CO	GBP Allocation 0-20% Equity	26.25	-0.89	0.30	abrdn Wrap Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus abrdn Elevate
Voyager Ethical Income CO	GBP Allocation 40-60% Equity	49.94	1.06	0.30	abrdn Wrap Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus abrdn Elevate

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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