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	2026-02-18 00:00:00	18	86.80	0.09	3.81	9.30
7IM Active Adventurous Plus	2026-02-18 00:00:00	17	87.74	0.09	2.87	9.30
7IM Active Balanced	2026-02-18 00:00:00	31	50.60	27.39	8.11	13.90
7IM Active Cautious	2026-02-18 00:00:00	32	18.07	61.64	10.05	10.24
7IM Active Conservative	2026-02-18 00:00:00	32	27.90	51.31	9.55	11.24
7IM Active Dynamic	2026-02-18 00:00:00	31	62.72	15.71	7.20	14.38
7IM Active Growth	2026-02-18 00:00:00	26	73.78	6.75	6.01	13.46
7IM Active Moderate	2026-02-18 00:00:00	32	40.20	38.39	8.84	12.57
7IM Active Moderately Adventurous	2026-02-18 00:00:00	26	69.86	8.78	6.65	14.71
7IM Active Moderately Cautious	2026-02-18 00:00:00	32	35.63	43.22	9.19	11.96
7IM Blended Adventurous	2026-02-18 00:00:00	12	88.17	0	2.38	9.45
7IM Blended Adventurous Plus	2026-02-18 00:00:00	11	89.24	0	1.32	9.44
7IM Blended Balanced	2026-02-18 00:00:00	26	51.80	28.45	5.78	13.97
7IM Blended Cautious	2026-02-18 00:00:00	27	18.43	63.51	7.76	10.30
7IM Blended Conservative	2026-02-18 00:00:00	27	28.58	52.97	7.16	11.29
7IM Blended Dynamic	2026-02-18 00:00:00	26	63.67	16.37	5.45	14.51
7IM Blended Growth	2026-02-18 00:00:00	20	74.98	7.04	4.40	13.58
7IM Blended Moderate	2026-02-18 00:00:00	27	41.28	39.73	6.42	12.58
7IM Blended Moderately Adventurous	2026-02-18 00:00:00	20	70.95	9.24	4.99	14.82
7IM Blended Moderately Cautious	2026-02-18 00:00:00	27	36.59	44.67	6.72	12.02

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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