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: 31/07/2026

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
Sparrows SCore Responsible Equity 50 F	GBP Allocation 40-60% Equity	38.32	5.04	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 Responsible Equity 50 H	GBP Allocation 40-60% Equity	32.59	7.33	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 60 F	GBP Allocation 40-60% Equity	48.60	5.54	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	40.31	8.07	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	58.66	6.04	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 Responsible Equity 70 H	GBP Allocation 60-80% Equity	49.89	8.79	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	67.89	6.53	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	60.18	9.49	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	73.33	7.03	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	67.31	10.18	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	77.38	7.42	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	72.48	10.71	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
TAM Active Adventurous Model	GBP Allocation 60-80% Equity	71.02	14.71	0.25	M&G Wealth Novia Global Aviva Transact Scottish Widows Morningstar Wealth Fidelity Adviser Solutions 7IM abrdn Wrap Nucleus Quilter
TAM Active Balanced Model	GBP Allocation 40-60% Equity	34.27	11.22	0.25	M&G Wealth Novia Global Aviva Transact Scottish Widows Morningstar Wealth Fidelity Adviser Solutions 7IM abrdn Wrap Nucleus Quilter
TAM Active Cautious Model	GBP Allocation 20-40% Equity	24.81	8.88	0.25	M&G Wealth Novia Global Aviva Transact Scottish Widows Morningstar Wealth Fidelity Adviser Solutions 7IM abrdn Wrap Nucleus Quilter
TAM Active Defensive Model	GBP Allocation 0-20% Equity	12.48	6.55	0.25	M&G Wealth Novia Global Aviva Transact Scottish Widows Morningstar Wealth Fidelity Adviser Solutions 7IM abrdn Wrap Nucleus Quilter
TAM Active Growth Model	GBP Allocation 60-80% Equity	64.52	13.50	0.25	M&G Wealth Novia Global Aviva Transact Morningstar Wealth Fidelity Adviser Solutions abrdn Wrap Nucleus Quilter
TAM Active Speculative Model	Global Large-Cap Blend Equity	78.05	13.04	0.25	Morningstar Wealth Fidelity Adviser Solutions abrdn Wrap Quilter
TAM Enhanced Passive Adventurous Model	GBP Allocation 80%+ Equity	73.75	13.78	0.15	Novia Global Aviva Transact Morningstar Wealth Fidelity Adviser Solutions 7IM abrdn Wrap Nucleus Quilter
TAM Enhanced Passive Balanced Model	GBP Allocation 40-60% Equity	34.79	10.13	0.15	Novia Global Aviva Transact Morningstar Wealth Fidelity Adviser Solutions 7IM abrdn Wrap Nucleus Quilter

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