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	60.02	GBP Allocation 80%+ Equity	9.24
7IM Active Adventurous Plus	64.44	Global Large-Cap Blend Equity	9.72
7IM Active Balanced	45.24	GBP Allocation 40-60% Equity	7.58
7IM Active Cautious	26.60	GBP Allocation 0-20% Equity	6.32
7IM Active Moderately Adventurous	54.10	GBP Allocation 60-80% Equity	8.25
7IM Active Moderately Cautious	36.15	GBP Allocation 20-40% Equity	6.91
7IM Blended Adventurous	55.83	GBP Allocation 80%+ Equity	8.45
7IM Blended Adventurous Plus	60.01	GBP Allocation 80%+ Equity
7IM Blended Balanced	41.25	GBP Allocation 40-60% Equity	6.9
7IM Blended Cautious	23.05	GBP Allocation 0-20% Equity	5.78
7IM Blended Income	40.84	GBP Allocation 40-60% Equity	7.39
7IM Blended Moderately Adventurous	49.48	GBP Allocation 60-80% Equity	7.49
7IM Blended Moderately Cautious	31.28	GBP Allocation 20-40% Equity	6.25
7IM Passive Adventurous	60.35	GBP Allocation 80%+ Equity	9.28
7IM Passive Adventurous Plus	62.78	Global Large-Cap Blend Equity	9.44
7IM Passive Balanced	42.30	GBP Allocation 40-60% Equity	8.05
7IM Passive Cautious	24.29	GBP Allocation 0-20% Equity	7.19
7IM Passive Moderately Adventurous	51.67	GBP Allocation 60-80% Equity	8.57
7IM Passive Moderately Cautious	33.46	GBP Allocation 20-40% Equity	7.46
7IM Responsible Choice Adv Plus		GBP Allocation 80%+ Equity

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Equally if you are a Management firm and would like to list your products, email us at mpdbonboarding@morningstar.com

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