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	58.58	GBP Allocation 80%+ Equity	8.9
7IM Active Adventurous Plus	63.73	Global Large-Cap Blend Equity	9.62
7IM Active Balanced	44.68	GBP Allocation 40-60% Equity	7.48
7IM Active Cautious	26.47	GBP Allocation 0-20% Equity	6.33
7IM Active Moderately Adventurous	53.37	GBP Allocation 60-80% Equity	8.08
7IM Active Moderately Cautious	35.88	GBP Allocation 20-40% Equity	6.89
7IM Blended Adventurous	54.44	GBP Allocation 80%+ Equity	8.13
7IM Blended Adventurous Plus	58.25	GBP Allocation 80%+ Equity
7IM Blended Balanced	40.00	GBP Allocation 40-60% Equity	6.65
7IM Blended Cautious	22.49	GBP Allocation 0-20% Equity	5.68
7IM Blended Income	40.87	GBP Allocation 40-60% Equity	7.33
7IM Blended Moderately Adventurous	48.46	GBP Allocation 60-80% Equity	7.28
7IM Blended Moderately Cautious	30.44	GBP Allocation 20-40% Equity	6.1
7IM Passive Adventurous	58.46	GBP Allocation 80%+ Equity	9.02
7IM Passive Adventurous Plus	61.90	Global Large-Cap Blend Equity	9.14
7IM Passive Balanced	41.04	GBP Allocation 40-60% Equity	7.93
7IM Passive Cautious	24.02	GBP Allocation 0-20% Equity	7.32
7IM Passive Moderately Adventurous	50.02	GBP Allocation 60-80% Equity	8.36
7IM Passive Moderately Cautious	32.93	GBP Allocation 20-40% Equity	7.5
7IM Responsible Choice Adv Plus	62.44	GBP Allocation 80%+ Equity

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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