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 Income Adventurous	2026-05-20 00:00:00	18	79.88	7.85	2.85	9.42
7IM Income Adventurous Plus	2026-05-20 00:00:00	14	88.98	0.01	1.63	9.38
7IM Income Balanced	2026-05-20 00:00:00	27	50.91	35.03	4.34	9.72
7IM Income Cautious	2026-05-20 00:00:00	27	20.85	70.14	5.21	3.80
7IM Income Moderately Adventurous	2026-05-20 00:00:00	26	63.87	21.02	3.27	11.83
7IM Income Moderately Cautious	2026-05-20 00:00:00	29	36.89	51.71	5.22	6.17
7IM Passive Adventurous	2026-05-20 00:00:00	8	96.24	0	2.72	1.04
7IM Passive Adventurous Plus	2026-05-20 00:00:00	7	97.28	0	1.68	1.04
7IM Passive Balanced	2026-05-20 00:00:00	16	62.43	33.76	3.06	0.75
7IM Passive Cautious	2026-05-20 00:00:00	16	24.03	72.20	3.35	0.42
7IM Passive Conservative	2026-05-20 00:00:00	16	34.31	61.88	3.25	0.57
7IM Passive Dynamic	2026-05-20 00:00:00	16	73.62	22.55	2.92	0.92
7IM Passive Growth	2026-05-20 00:00:00	15	85.36	10.84	2.78	1.02
7IM Passive Moderate	2026-05-20 00:00:00	16	48.58	47.60	3.12	0.71
7IM Passive Moderately Adventurous	2026-05-20 00:00:00	15	81.42	14.79	2.81	0.99
7IM Passive Moderately Cautious	2026-05-20 00:00:00	16	43.62	52.53	3.17	0.69
7IM Responsible Choice Adv Plus	2026-05-20 00:00:00	12	97.86	0	1.84	0.30
7IM Responsible Choice Adventurous	2026-05-20 00:00:00	13	96.79	0	2.90	0.31
7IM Responsible Choice Balanced	2026-05-20 00:00:00	24	60.73	34.78	3.62	0.87
7IM Responsible Choice Cautious	2026-05-20 00:00:00	24	24.90	70.07	3.87	1.16

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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