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


7IM Active Adventurous	12.83	11.40	10.94	8.26	6.76
7IM Active Adventurous Plus	13.96	12.88	12.43	8.58	6.58
7IM Active Balanced	10.25	8.88	8.55	7.46	5.00
7IM Active Cautious	7.73	6.06	6.03	4.85	1.71
7IM Active Moderately Adventurous	11.92	10.20	10.32	8.28	6.37
7IM Active Moderately Cautious	9.13	7.19	7.51	6.24	3.18
7IM Blended Adventurous	16.02	12.97	14.28	9.63	8.15	7.68
7IM Blended Adventurous Plus	17.44	14.50	16.11	10.14
7IM Blended Balanced	11.85	9.67	10.30	7.89	5.50	5.83
7IM Blended Cautious	8.19	6.26	6.57	4.82	1.78	3.33
7IM Blended Income	12.25	8.74	10.06	7.63	5.33	5.70
7IM Blended Moderately Adventurous	14.54	11.45	13.10	9.27	7.34	7.17
7IM Blended Moderately Cautious	10.16	7.76	8.64	6.42	3.50	4.49
7IM Passive Adventurous	16.25	13.74	15.50	12.85	9.73
7IM Passive Adventurous Plus	17.57	15.23	17.44	13.47	10.44
7IM Passive Balanced	12.4	10.31	11.41	10.10	6.07
7IM Passive Cautious	8.43	6.55	7.29	6.40
7IM Passive Moderately Adventurous	14.74	12.18	13.90	11.63	8.15
7IM Passive Moderately Cautious	10.5	8.16	9.41	8.11	3.44
7IM Responsible Choice Adv Plus	13.24	12.19	10.88

Calculation Basis GBP, Net of DFM & Underlying Asset Management Fees
The performance data illustrated is of a representative portfolio, not a platform or investor specific returns.

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