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	16/08/2023	23	77.71	19.81	-0.87	3.34
7IM Active Adventurous Plus	16/08/2023	19	83.76	15.33	0.26	0.66
7IM Active Balanced	16/08/2023	31	50.38	33.62	11.54	4.46
7IM Active Cautious	16/08/2023	28	25.71	57.45	10.66	6.18
7IM Active Moderately Adventurous	16/08/2023	26	65.36	30.06	0.19	4.40
7IM Active Moderately Cautious	16/08/2023	32	34.92	48.62	11.22	5.25
7IM Blended Adventurous	16/08/2023	19	78.76	12.08	5.93	3.24
7IM Blended Adventurous Plus	16/08/2023	14	84.88	10.44	4.15	0.52
7IM Blended Balanced	16/08/2023	27	50.67	35.66	9.33	4.34
7IM Blended Cautious	16/08/2023	26	25.93	58.84	9.05	6.19
7IM Blended Income	16/08/2023	20	49.41	45.57	4.16	0.86
7IM Blended Moderately Adventurous	16/08/2023	23	66.19	20.80	8.65	4.35
7IM Blended Moderately Cautious	16/08/2023	29	34.64	50.75	9.59	5.02
7IM Passive Adventurous	16/08/2023	10	90.16	5.99	2.45	1.40
7IM Passive Adventurous Plus	16/08/2023	7	96.04	0.02	2.47	1.47
7IM Passive Balanced	16/08/2023	15	58.52	37.33	2.91	1.25
7IM Passive Cautious	16/08/2023	15	27.27	69.08	2.88	0.77
7IM Passive Moderately Adventurous	16/08/2023	14	75.36	20.43	2.90	1.31
7IM Passive Moderately Cautious	16/08/2023	15	39.02	57.18	2.85	0.95
7IM Responsible Choice Adventurous	16/08/2023	18	86.28	8.67	4.16	0.89

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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