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: 31/03/2026

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
Aspen Smaller Companies Portfolio	Global Small/Mid-Cap Equity		6.57	0.30	Fundment Aviva Transact Morningstar Wealth Wealthtime Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus Parmenion Quilter AJ Bell Investcentre
ASPIM ESG 10	GBP Allocation 80%+ Equity	72.17	6.08	0.25	M&G Wealth Fundment Novia Global Aviva Transact Scottish Widows Hubwise Wealthtime Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Elevate abrdn Wrap Nucleus Parmenion True Potential Quilter
ASPIM ESG 2	GBP Allocation 20-40% Equity	29.54	4.27	0.25	M&G Wealth Fundment Novia Global Aviva Transact Scottish Widows Hubwise Wealthtime Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Elevate abrdn Wrap Nucleus Parmenion True Potential Quilter
ASPIM ESG 3	GBP Allocation 20-40% Equity	33.70	4.65	0.25	M&G Wealth Fundment Novia Global Aviva Transact Scottish Widows Hubwise Wealthtime Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Elevate abrdn Wrap Nucleus Parmenion True Potential Quilter
ASPIM ESG 4	GBP Allocation 40-60% Equity	39.79	4.92	0.25	M&G Wealth Fundment Novia Global Aviva Transact Scottish Widows Hubwise Wealthtime Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Elevate abrdn Wrap Nucleus Parmenion True Potential Quilter
ASPIM ESG 5	GBP Allocation 40-60% Equity	45.14	5.35	0.25	M&G Wealth Fundment Novia Global Aviva Transact Scottish Widows Hubwise Wealthtime Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Elevate abrdn Wrap Nucleus Parmenion True Potential Quilter
ASPIM ESG 6	GBP Allocation 60-80% Equity	51.34	5.55	0.25	M&G Wealth Fundment Novia Global Aviva Transact Scottish Widows Hubwise Wealthtime Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Elevate abrdn Wrap Nucleus Parmenion True Potential Quilter
ASPIM ESG 7	GBP Allocation 60-80% Equity	57.87	5.78	0.25	M&G Wealth Fundment Novia Global Aviva Transact Scottish Widows Hubwise Wealthtime Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Elevate abrdn Wrap Nucleus Parmenion True Potential Quilter
ASPIM ESG 8	GBP Allocation 80%+ Equity	63.15	6.07	0.25	M&G Wealth Fundment Novia Global Aviva Transact Scottish Widows Hubwise Wealthtime Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Elevate abrdn Wrap Nucleus Parmenion True Potential Quilter
ASPIM ESG 9	GBP Allocation 80%+ Equity	68.50	5.95	0.25	M&G Wealth Fundment Novia Global Aviva Transact Scottish Widows Hubwise Wealthtime Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Elevate abrdn Wrap Nucleus Parmenion True Potential Quilter
ASPIM ESG Equity	Global Large-Cap Growth Equity	74.24	5.99	0.25	M&G Wealth Fundment Novia Global Aviva Transact Scottish Widows Hubwise Wealthtime Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Elevate abrdn Wrap Nucleus Parmenion True Potential Quilter
ASPIM Growth 10	GBP Allocation 80%+ Equity	63.59	10.86	0.25	M&G Wealth Fundment Novia Global Aviva Transact Scottish Widows Hubwise Wealthtime Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Elevate abrdn Wrap Nucleus Parmenion True Potential Quilter
ASPIM Growth 2	GBP Allocation 20-40% Equity	25.38	5.76	0.25	M&G Wealth Fundment Novia Global Aviva Transact Scottish Widows Hubwise Wealthtime Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Elevate abrdn Wrap Nucleus Parmenion True Potential Quilter
ASPIM Growth 3	GBP Allocation 20-40% Equity	29.48	6.69	0.25	M&G Wealth Fundment Novia Global Aviva Transact Scottish Widows Hubwise Wealthtime Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Elevate abrdn Wrap Nucleus Parmenion True Potential Quilter
ASPIM Growth 4	GBP Allocation 40-60% Equity	35.35	7.53	0.25	M&G Wealth Fundment Novia Global Aviva Transact Scottish Widows Hubwise Wealthtime Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Elevate abrdn Wrap Nucleus Parmenion True Potential Quilter
ASPIM Growth 5	GBP Allocation 40-60% Equity	39.61	8.46	0.25	M&G Wealth Fundment Novia Global Aviva Transact Scottish Widows Hubwise Wealthtime Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Elevate abrdn Wrap Nucleus Parmenion True Potential Quilter
ASPIM Growth 6	GBP Allocation 40-60% Equity	44.25	9.22	0.25	M&G Wealth Fundment Novia Global Aviva Transact Scottish Widows Hubwise Wealthtime Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Elevate abrdn Wrap Nucleus Parmenion True Potential Quilter
ASPIM Growth 7	GBP Allocation 60-80% Equity	50.02	9.83	0.25	M&G Wealth Fundment Novia Global Aviva Transact Scottish Widows Hubwise Wealthtime Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Elevate abrdn Wrap Nucleus Parmenion True Potential Quilter
ASPIM Growth 8	GBP Allocation 60-80% Equity	54.39	10.37	0.25	M&G Wealth Fundment Novia Global Aviva Transact Scottish Widows Hubwise Wealthtime Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Elevate abrdn Wrap Nucleus Parmenion True Potential Quilter
ASPIM Growth 9	GBP Allocation 80%+ Equity	59.59	10.83	0.25	M&G Wealth Fundment Novia Global Aviva Transact Scottish Widows Hubwise Wealthtime Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Elevate abrdn Wrap Nucleus Parmenion True Potential Quilter

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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