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
Tribe Impact Capital Medium-low SIMPS	GBP Allocation 40-60% Equity	31.77	5.70	0.25	M&G Wealth Transact Aegon 7IM Aegon ARC abrdn Wrap Nucleus True Potential Quilter
Umbra Blended Adventurous	GBP Allocation 80%+ Equity	57.24		0.30	Hubwise
Umbra Blended Balanced	GBP Allocation 60-80% Equity	41.14		0.30	Hubwise
Umbra Blended Cautious	GBP Allocation 40-60% Equity	31.59		0.30	Hubwise
Umbra Blended Defensive	GBP Allocation 20-40% Equity	24.59		0.30	Hubwise
Umbra Blended Equity	Global Large-Cap Blend Equity	69.16		0.30	Hubwise
Umbra Blended Growth	GBP Allocation 60-80% Equity	45.45		0.30	Hubwise
Umbra Blended Moderate	GBP Allocation 40-60% Equity	35.40		0.30	Hubwise
Vanguard BL Dynamic 100% Equity MPS	Global Large-Cap Blend Equity	70.75		0.15	Aviva Transact 7IM Aegon ARC abrdn Wrap Quilter
Vanguard BL Dynamic 20% Equity MPS	GBP Allocation 20-40% Equity			0.15	Aviva Transact 7IM Aegon ARC abrdn Wrap Quilter
Vanguard BL Dynamic 40% Equity MPS	GBP Allocation 40-60% Equity			0.15	Aviva Transact 7IM Aegon ARC abrdn Wrap Quilter
Vanguard BL Dynamic 60% Equity MPS	GBP Allocation 60-80% Equity			0.15	Aviva Transact 7IM Aegon ARC abrdn Wrap Quilter
Vanguard BL Dynamic 80% Equity MPS	GBP Allocation 80%+ Equity	62.27		0.15	Aviva Transact 7IM Aegon ARC abrdn Wrap Quilter
Vanguard LS 100% Equity MPS Classic	Global Large-Cap Blend Equity	68.05	16.89	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	70.29	17.36	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	20.79	5.93	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	13.12	6.37	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	27.50	8.63	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	25.98	9.09	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	37.20	11.36	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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