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

		Morningstar Category	3yr Std Dev %
7IM Active Adventurous	59.38	GBP Allocation 80%+ Equity	8.38
7IM Active Adventurous Plus	63.64	Global Large-Cap Blend Equity	8.71
7IM Active Balanced	43.88	GBP Allocation 40-60% Equity	6.22
7IM Active Cautious	26.24	GBP Allocation 0-20% Equity	4.72
7IM Active Conservative		GBP Allocation 20-40% Equity
7IM Active Dynamic		GBP Allocation 40-60% Equity
7IM Active Growth		GBP Allocation 60-80% Equity
7IM Active Moderate		GBP Allocation 20-40% Equity
7IM Active Moderately Adventurous	52.69	GBP Allocation 60-80% Equity	7.15
7IM Active Moderately Cautious	35.27	GBP Allocation 20-40% Equity	5.28
7IM Blended Adventurous	55.97	GBP Allocation 80%+ Equity	8.05
7IM Blended Adventurous Plus	61.61	GBP Allocation 80%+ Equity	8.37
7IM Blended Balanced	41.43	GBP Allocation 40-60% Equity	5.92
7IM Blended Cautious	23.91	GBP Allocation 0-20% Equity	4.49
7IM Blended Conservative		GBP Allocation 20-40% Equity
7IM Blended Dynamic		GBP Allocation 40-60% Equity
7IM Blended Growth		GBP Allocation 60-80% Equity
7IM Blended Moderate		GBP Allocation 20-40% Equity
7IM Blended Moderately Adventurous	49.21	GBP Allocation 60-80% Equity	6.87
7IM Blended Moderately Cautious	32.00	GBP Allocation 20-40% Equity	4.97

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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