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: 30/11/2025

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
ASPIM Growth 9	GBP Allocation 80%+ Equity	60.71	11.86	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 Growth Equity	GBP Allocation 80%+ Equity	67.80	11.95	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	66.29	11.84	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	67.82	12.89	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	27.32	6.16	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	30.95	7.02	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	37.88	8.16	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	43.07	9.15	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	47.53	9.77	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	55.60	11.22	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	58.92	12.23	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	63.94	12.72	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
BCM Capped 0	Global Diversified Bond		2.56	0.25	Quilter Transact Fidelity Adviser Solutions M&G Wealth Nucleus 7IM Morningstar Wealth Fundment
BCM Capped 100	Global Large-Cap Blend Equity		10.96	0.25	Quilter Transact Fidelity Adviser Solutions M&G Wealth Nucleus 7IM Morningstar Wealth Fundment
BCM Capped 30	GBP Allocation 20-40% Equity	24.01	4.99	0.25	Quilter Transact Fidelity Adviser Solutions M&G Wealth Nucleus 7IM Morningstar Wealth Fundment
BCM Capped 45	GBP Allocation 40-60% Equity	31.60	6.24	0.25	Quilter Transact Fidelity Adviser Solutions M&G Wealth Nucleus 7IM Morningstar Wealth Fundment
BCM Capped 60	GBP Allocation 40-60% Equity	37.43	7.55	0.25	Quilter Transact Fidelity Adviser Solutions M&G Wealth Nucleus 7IM Morningstar Wealth Fundment
BCM Capped 75	GBP Allocation 60-80% Equity	46.01	8.85	0.25	Quilter Transact Fidelity Adviser Solutions M&G Wealth Nucleus 7IM Morningstar Wealth Fundment
BCM Capped 80	GBP Allocation 60-80% Equity	47.92	9.29	0.25	Quilter Transact Fidelity Adviser Solutions M&G Wealth Nucleus 7IM Morningstar Wealth Fundment
BCM Capped 90	GBP Allocation 80%+ Equity	54.67	10.25	0.25	Quilter Transact Fidelity Adviser Solutions M&G Wealth Nucleus 7IM Morningstar Wealth Fundment

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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