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
Aspen High Income Portfolio	GBP Allocation 40-60% Equity	32.65	8.21	0.30	abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre Aviva Nucleus 7IM Parmenion Wealthtime Morningstar Wealth Aegon ARC Fundment
Aspen Smaller Companies Portfolio	Global Small/Mid-Cap Equity		7.83	0.30	abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre Aviva Nucleus 7IM Parmenion Wealthtime Morningstar Wealth Aegon ARC Fundment
ASPIM ESG 10	GBP Allocation 80%+ Equity	77.03	8.77	0.25	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM True Potential Novia Financial Parmenion Wealthtime Hubwise abrdn Elevate Aegon ARC Scottish Widows Fundment Novia Global
ASPIM ESG 2	GBP Allocation 20-40% Equity	31.39	5.56	0.25	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM True Potential Novia Financial Parmenion Wealthtime Hubwise abrdn Elevate Aegon ARC Scottish Widows Fundment Novia Global
ASPIM ESG 3	GBP Allocation 20-40% Equity	35.55	6.05	0.25	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM True Potential Novia Financial Parmenion Wealthtime Hubwise abrdn Elevate Aegon ARC Scottish Widows Fundment Novia Global
ASPIM ESG 4	GBP Allocation 40-60% Equity	42.66	6.45	0.25	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM True Potential Novia Financial Parmenion Wealthtime Hubwise abrdn Elevate Aegon ARC Scottish Widows Fundment Novia Global
ASPIM ESG 5	GBP Allocation 40-60% Equity	48.75	7.13	0.25	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM True Potential Novia Financial Parmenion Wealthtime Hubwise abrdn Elevate Aegon ARC Scottish Widows Fundment Novia Global
ASPIM ESG 6	GBP Allocation 60-80% Equity	54.97	7.25	0.25	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM True Potential Novia Financial Parmenion Wealthtime Hubwise abrdn Elevate Aegon ARC Scottish Widows Fundment Novia Global
ASPIM ESG 7	GBP Allocation 60-80% Equity	61.96	7.76	0.25	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM True Potential Novia Financial Parmenion Wealthtime Hubwise abrdn Elevate Aegon ARC Scottish Widows Fundment Novia Global
ASPIM ESG 8	GBP Allocation 80%+ Equity	67.76	8.21	0.25	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM True Potential Novia Financial Parmenion Wealthtime Hubwise abrdn Elevate Aegon ARC Scottish Widows Fundment Novia Global
ASPIM ESG 9	GBP Allocation 80%+ Equity	73.68	8.43	0.25	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM True Potential Novia Financial Parmenion Wealthtime Hubwise abrdn Elevate Aegon ARC Scottish Widows Fundment Novia Global
ASPIM ESG Equity	Global Large-Cap Growth Equity	79.06	8.76	0.25	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM True Potential Novia Financial Parmenion Wealthtime Hubwise abrdn Elevate Aegon ARC Scottish Widows Fundment Novia Global
ASPIM Growth 10	GBP Allocation 80%+ Equity	64.67	12.58	0.25	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM True Potential Novia Financial Parmenion Wealthtime Hubwise abrdn Elevate Aegon ARC Scottish Widows Fundment Novia Global
ASPIM Growth 2	GBP Allocation 20-40% Equity	25.70	6.67	0.25	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM True Potential Novia Financial Parmenion Wealthtime Hubwise abrdn Elevate Aegon ARC Scottish Widows Fundment Novia Global
ASPIM Growth 3	GBP Allocation 20-40% Equity	29.70	7.53	0.25	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM True Potential Novia Financial Parmenion Wealthtime Hubwise abrdn Elevate Aegon ARC Scottish Widows Fundment Novia Global
ASPIM Growth 4	GBP Allocation 40-60% Equity	35.55	8.49	0.25	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM True Potential Novia Financial Parmenion Wealthtime Hubwise abrdn Elevate Aegon ARC Scottish Widows Fundment Novia Global
ASPIM Growth 5	GBP Allocation 40-60% Equity	40.53	9.53	0.25	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM True Potential Novia Financial Parmenion Wealthtime Hubwise abrdn Elevate Aegon ARC Scottish Widows Fundment Novia Global
ASPIM Growth 6	GBP Allocation 40-60% Equity	44.93	10.06	0.25	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM True Potential Novia Financial Parmenion Wealthtime Hubwise abrdn Elevate Aegon ARC Scottish Widows Fundment Novia Global
ASPIM Growth 7	GBP Allocation 60-80% Equity	50.82	10.92	0.25	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM True Potential Novia Financial Parmenion Wealthtime Hubwise abrdn Elevate Aegon ARC Scottish Widows Fundment Novia Global
ASPIM Growth 8	GBP Allocation 60-80% Equity	55.04	11.71	0.25	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus 7IM True Potential Novia Financial Parmenion Wealthtime Hubwise abrdn Elevate Aegon ARC Scottish Widows Fundment Novia Global

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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