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	65.94	GBP Allocation 80%+ Equity	10.19
7IM Active Adventurous Plus	66.91	Global Large-Cap Blend Equity	10.84
7IM Active Balanced	41.73	GBP Allocation 40-60% Equity	7.31
7IM Active Cautious	22.62	GBP Allocation 0-20% Equity	5.2
7IM Active Conservative	24.31	GBP Allocation 20-40% Equity	5.61
7IM Active Dynamic	45.33	GBP Allocation 40-60% Equity	8.17
7IM Active Growth	61.19	GBP Allocation 60-80% Equity	9.31
7IM Active Moderate	32.06	GBP Allocation 20-40% Equity	6.41
7IM Active Moderately Adventurous	59.44	GBP Allocation 60-80% Equity	8.64
7IM Active Moderately Cautious	30.86	GBP Allocation 20-40% Equity	6.08
7IM Blended Adventurous	65.95	GBP Allocation 80%+ Equity	9.86
7IM Blended Adventurous Plus	66.94	GBP Allocation 80%+ Equity	10.46
7IM Blended Balanced	37.65	GBP Allocation 40-60% Equity	7.07
7IM Blended Cautious	20.58	GBP Allocation 0-20% Equity	5.02
7IM Blended Conservative	22.75	GBP Allocation 20-40% Equity	5.44
7IM Blended Dynamic	44.93	GBP Allocation 40-60% Equity	7.91
7IM Blended Growth	60.68	GBP Allocation 60-80% Equity	9.01
7IM Blended Moderate	29.48	GBP Allocation 20-40% Equity	6.18
7IM Blended Moderately Adventurous	58.82	GBP Allocation 60-80% Equity	8.37
7IM Blended Moderately Cautious	28.19	GBP Allocation 20-40% Equity	5.84

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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