Morningstar - Managed portfolio tool

Investment provider Strategy Morningstar category Platform availability Max. Discretionary Management Fee Morningstar Portfolio Risk Score™ Morningstar Sustainability Rating™

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Latest Portfolio Transaction Date
7IM Active Adventurous	15/05/2024	21	83.69	11.39	3.97	0.95
7IM Active Adventurous Plus	15/05/2024	18	88.35	7.32	3.94	0.40
7IM Active Balanced	15/05/2024	33	53.13	36.57	6.52	3.77
7IM Active Cautious	15/05/2024	31	24.01	61.73	9.22	5.04
7IM Active Moderately Adventurous	15/05/2024	27	69.90	20.54	5.96	3.60
7IM Active Moderately Cautious	15/05/2024	33	36.11	51.65	7.75	4.48
7IM Blended Adventurous	15/05/2024	17	84.44	10.83	3.76	0.98
7IM Blended Adventurous Plus	15/05/2024	14	89.35	7.26	2.97	0.42
7IM Blended Balanced	15/05/2024	30	53.55	35.82	6.90	3.73
7IM Blended Cautious	15/05/2024	28	24.22	61.29	9.51	4.97
7IM Blended Income	15/05/2024	21	50.25	45.37	3.81	0.57
7IM Blended Moderately Adventurous	15/05/2024	24	70.49	19.70	6.17	3.65
7IM Blended Moderately Cautious	15/05/2024	31	36.30	51.28	8.09	4.33
7IM Passive Adventurous	15/05/2024	8	95.86	0.03	2.75	1.37
7IM Passive Adventurous Plus	15/05/2024	7	97.14	0.02	1.61	1.22
7IM Passive Balanced	15/05/2024	16	61.49	34.06	3.29	1.16
7IM Passive Cautious	15/05/2024	16	25.36	70.65	3.30	0.69
7IM Passive Moderately Adventurous	15/05/2024	14	80.15	15.80	2.79	1.27
7IM Passive Moderately Cautious	15/05/2024	16	41.93	53.81	3.26	0.99
7IM Responsible Choice Adv Plus	15/05/2024	14	91.24	5.74	2.19	0.83

The Portfolio Holdings date represents the latest stated transactional positions. Providers confirm their position quarterly at a minimum, for further information please view The Morningstar Attestation & Understanding document.

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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