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: 28/02/2025

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
Aspen High Income	GBP Allocation 40-60% Equity	34.16		0.30	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus Parmenion Morningstar Wealth Aegon ARC Fundment P1
Aspen Smaller Companies	Global Small/Mid-Cap Equity			0.30	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus Parmenion Morningstar Wealth Aegon ARC Fundment P1
ASPIM ESG 10	GBP Allocation 80%+ Equity	76.92	4.12	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	32.20	0.97	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	36.30	1.56	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 4	GBP Allocation 40-60% Equity	43.92	1.94	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	50.26	2.51	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	56.42	2.63	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	62.78	3.37	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	68.55	3.59	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	73.76	3.86	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	78.96	3.58	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 10	GBP Allocation 80%+ Equity	62.95	7.70	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	25.33	2.31	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	29.48	3.17	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	35.26	4.16	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	40.80	5.08	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	45.30	5.76	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 7	GBP Allocation 60-80% Equity	50.99	6.60	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	55.08	7.48	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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