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: 30/09/2025

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
Tribe Impact Capital Low Risk SIMPS	GBP Allocation 20-40% Equity	30.21	4.43	0.25	Aegon abrdn Wrap Quilter Transact M&G Wealth Nucleus 7IM True Potential Aegon ARC
Tribe Impact Capital Medium SIMPS	GBP Allocation 40-60% Equity	52.99	4.23	0.25	Aegon abrdn Wrap Quilter Transact M&G Wealth Nucleus 7IM True Potential Aegon ARC
Tribe Impact Capital Medium-high SIMPS	GBP Allocation 60-80% Equity	60.01	4.01	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	39.47	4.62	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		14.77	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		14.88	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	22.10	5.20	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	19.68	6.19	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	29.37	7.58	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	28.57	8.37	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	39.79	9.96	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	40.45	10.54	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	51.27	12.36	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	53.09	12.71	0.10	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Nucleus 7IM Wealthtime Aegon ARC Fundment
Voyager Balanced CO	GBP Allocation 60-80% Equity	47.39	9.28	0.30	abrdn Wrap Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus abrdn Elevate
Voyager Conservative CO	GBP Allocation 40-60% Equity	39.14	7.42	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	41.14	9.15	0.30	abrdn Wrap Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus abrdn Elevate
Voyager Defensive CO	GBP Allocation 0-20% Equity	26.63	5.47	0.30	abrdn Wrap Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus abrdn Elevate
Voyager Ethical Income CO	GBP Allocation 40-60% Equity	48.83	6.80	0.30	abrdn Wrap Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus abrdn Elevate
Voyager Global 2	GBP Allocation 40-60% Equity	38.49	7.18	0.35	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

The following pages are intended for firms and individuals who are authorised by the Financial Conduct Authority to provide advice and investment services to UK clients. The information within this site must not be distributed or otherwise made available to retail clients, nor relied upon by retail clients.