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
ASPIM Growth 9	GBP Allocation 80%+ Equity	59.60	7.65	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 Equity	GBP Allocation 80%+ Equity	64.86	7.46	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 Unconstrained	GBP Allocation 80%+ Equity	63.76	7.51	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 Income 3	GBP Allocation 20-40% Equity	28.26	0.89	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 Income 4	GBP Allocation 20-40% Equity	33.99	1.88	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 Income 5	GBP Allocation 40-60% Equity	39.27	2.55	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 Income 6	GBP Allocation 40-60% Equity	43.20	3.75	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 Income 7	GBP Allocation 40-60% Equity	46.88	4.74	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 Income 8	GBP Allocation 60-80% Equity	51.20	6.04	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 Income 9	GBP Allocation 60-80% Equity	55.57	6.40	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 Index 10	GBP Allocation 80%+ Equity	63.55	8.69	0.15	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 Index 2	GBP Allocation 20-40% Equity	26.31	2.18	0.15	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 Index 3	GBP Allocation 20-40% Equity	30.52	3.01	0.15	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 Index 4	GBP Allocation 40-60% Equity	37.46	4.17	0.15	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 Index 5	GBP Allocation 40-60% Equity	42.69	5.28	0.15	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 Index 6	GBP Allocation 60-80% Equity	46.75	5.82	0.15	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 Index 7	GBP Allocation 60-80% Equity	53.05	7.54	0.15	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 Index 8	GBP Allocation 80%+ Equity	56.74	8.66	0.15	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 Index 9	GBP Allocation 80%+ Equity	60.49	8.66	0.15	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
Avellemy Active 3	GBP Allocation 20-40% Equity	27.85	1.53	0.36	abrdn Wrap Quilter Fidelity Adviser Solutions Nucleus Advance by Embark Novia Financial Parmenion Aegon ARC

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