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: 31/03/2026

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
Umbra Blended Cautious	GBP Allocation 40-60% Equity			0.30	Hubwise
Umbra Blended Defensive	GBP Allocation 20-40% Equity			0.30	Hubwise
Umbra Blended Equity	Global Large-Cap Blend Equity			0.30	Hubwise
Umbra Blended Growth	GBP Allocation 60-80% Equity			0.30	Hubwise
Umbra Blended Moderate	GBP Allocation 40-60% Equity			0.30	Hubwise
Vanguard BL Dynamic 100% Equity MPS	Global Large-Cap Blend Equity			0.15	Aviva Transact abrdn Wrap Quilter
Vanguard BL Dynamic 20% Equity MPS	GBP Allocation 20-40% Equity			0.15	Aviva Transact abrdn Wrap Quilter
Vanguard BL Dynamic 40% Equity MPS	GBP Allocation 40-60% Equity			0.15	Aviva Transact abrdn Wrap Quilter
Vanguard BL Dynamic 60% Equity MPS	GBP Allocation 60-80% Equity			0.15	Aviva Transact abrdn Wrap Quilter
Vanguard BL Dynamic 80% Equity MPS	GBP Allocation 80%+ Equity			0.15	Aviva Transact abrdn Wrap Quilter
Vanguard LS 100% Equity MPS Classic	Global Large-Cap Blend Equity		13.30	0.10	Fundment Aviva Transact Scottish Widows Aegon Wealthtime Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus Quilter AJ Bell Investcentre
Vanguard LS 100% Equity MPS Global	Global Large-Cap Blend Equity		13.34	0.10	Fundment Aviva Transact Scottish Widows Aegon Wealthtime Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus Quilter AJ Bell Investcentre
Vanguard LS 20% Equity MPS Classic	GBP Allocation 0-20% Equity	22.41	4.29	0.10	Fundment Aviva Transact Scottish Widows Aegon Wealthtime Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus Quilter AJ Bell Investcentre
Vanguard LS 20% Equity MPS Global	GBP Allocation 0-20% Equity	19.72	5.13	0.10	Fundment Aviva Transact Scottish Widows Aegon Wealthtime Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus Quilter AJ Bell Investcentre
Vanguard LS 40% Equity MPS Classic	GBP Allocation 20-40% Equity	29.60	6.52	0.10	Fundment Aviva Transact Scottish Widows Aegon Wealthtime Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus Quilter AJ Bell Investcentre
Vanguard LS 40% Equity MPS Global	GBP Allocation 20-40% Equity	28.67	7.18	0.10	Fundment Aviva Transact Scottish Widows Aegon Wealthtime Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus Quilter AJ Bell Investcentre
Vanguard LS 60% Equity MPS Classic	GBP Allocation 40-60% Equity	39.81	8.76	0.10	Fundment Aviva Transact Scottish Widows Aegon Wealthtime Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus Quilter AJ Bell Investcentre
Vanguard LS 60% Equity MPS Global	GBP Allocation 40-60% Equity	40.33	9.24	0.10	Fundment Aviva Transact Scottish Widows Aegon Wealthtime Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus Quilter AJ Bell Investcentre
Vanguard LS 80% Equity MPS Classic	GBP Allocation 60-80% Equity	51.15	11.02	0.10	Fundment Aviva Transact Scottish Widows Aegon Wealthtime Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus Quilter AJ Bell Investcentre
Vanguard LS 80% Equity MPS Global	GBP Allocation 60-80% Equity	52.89	11.29	0.10	Fundment Aviva Transact Scottish Widows Aegon Wealthtime Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus Quilter AJ Bell Investcentre

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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