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
TEAM Multi-Asset Conservative	GBP Allocation 40-60% Equity	34.84	13.74	0.30	7IM Offshore Morningstar Wealth International Quilter
TEAM Multi-Asset Growth	GBP Allocation 60-80% Equity	64.94	16.53	0.30	7IM Offshore Morningstar Wealth International Quilter
Timeline Classic 0	Global Diversified Bond - GBP Hedged	10.65	3.52	0.09	Fundment Aviva Transact Benchmark Wealthtime Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus True Potential Quilter
Timeline Classic 10	GBP Allocation 0-20% Equity	11.25	4.92	0.09	Fundment Aviva Transact Benchmark Wealthtime Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus True Potential Quilter
Timeline Classic 100	Global Large-Cap Blend Equity	74.01	15.94	0.09	Fundment Aviva Transact Benchmark Wealthtime Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus True Potential Quilter
Timeline Classic 20	GBP Allocation 0-20% Equity	17.81	6.29	0.09	Fundment Aviva Transact Benchmark Wealthtime Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus True Potential Quilter
Timeline Classic 30	GBP Allocation 20-40% Equity	24.82	7.63	0.09	Fundment Aviva Transact Benchmark Wealthtime Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus True Potential Quilter
Timeline Classic 40	GBP Allocation 20-40% Equity	30.51	8.93	0.09	Fundment Aviva Transact Benchmark Wealthtime Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus True Potential Quilter
Timeline Classic 50	GBP Allocation 40-60% Equity	39.60	10.20	0.09	Fundment Aviva Transact Benchmark Wealthtime Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus True Potential Quilter
Timeline Classic 60	GBP Allocation 40-60% Equity	49.11	11.45	0.09	Fundment Aviva Transact Benchmark Wealthtime Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus True Potential Quilter
Timeline Classic 70	GBP Allocation 60-80% Equity	58.10	12.66	0.09	Fundment Aviva Transact Benchmark Wealthtime Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus True Potential Quilter
Timeline Classic 80	GBP Allocation 60-80% Equity	66.76	13.85	0.09	Fundment Aviva Transact Benchmark Wealthtime Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus True Potential Quilter
Timeline Classic 90	GBP Allocation 80%+ Equity	71.26	15.02	0.09	Fundment Aviva Transact Benchmark Wealthtime Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus True Potential Quilter
Timeline ESG Classic 0	Global Diversified Bond - GBP Hedged	9.98	3.93	0.09	Fundment Aviva Transact Benchmark Wealthtime Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus True Potential Quilter
Timeline ESG Classic 10	GBP Allocation 0-20% Equity	10.71	5.38	0.09	Fundment Aviva Transact Benchmark Wealthtime Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus True Potential Quilter
Timeline ESG Classic 100	Global Large-Cap Blend Equity	76.61	16.75	0.09	Fundment Aviva Transact Benchmark Wealthtime Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus True Potential Quilter
Timeline ESG Classic 20	GBP Allocation 0-20% Equity	16.46	6.79	0.09	Fundment Aviva Transact Benchmark Wealthtime Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus True Potential Quilter
Timeline ESG Classic 30	GBP Allocation 20-40% Equity	24.47	8.16	0.09	Fundment Aviva Transact Benchmark Wealthtime Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus True Potential Quilter
Timeline ESG Classic 40	GBP Allocation 20-40% Equity	30.33	9.51	0.09	Fundment Aviva Transact Benchmark Wealthtime Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus True Potential Quilter
Timeline ESG Classic 50	GBP Allocation 40-60% Equity	39.66	10.82	0.09	Fundment Aviva Transact Benchmark Wealthtime Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus True Potential 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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