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	53.83	GBP Allocation 80%+ Equity	10.38
7IM Active Adventurous Plus	102.14	Global Large-Cap Blend Equity	11.14
7IM Active Balanced	34.26	GBP Allocation 40-60% Equity	7.78
7IM Active Cautious	19.20	GBP Allocation 0-20% Equity	5.44
7IM Active Moderately Adventurous	42.57	GBP Allocation 60-80% Equity	9.31
7IM Active Moderately Cautious	23.69	GBP Allocation 20-40% Equity	6.46
7IM Blended Adventurous	54.00	GBP Allocation 80%+ Equity	9.75
7IM Blended Adventurous Plus	58.12	GBP Allocation 80%+ Equity
7IM Blended Balanced	34.31	GBP Allocation 40-60% Equity	7.11
7IM Blended Cautious	19.25	GBP Allocation 0-20% Equity	4.82
7IM Blended Income	34.52	GBP Allocation 40-60% Equity	8.02
7IM Blended Moderately Adventurous	45.21	GBP Allocation 60-80% Equity	8.67
7IM Blended Moderately Cautious	23.71	GBP Allocation 20-40% Equity	5.78
7IM Passive Adventurous	62.17	GBP Allocation 80%+ Equity	10.12
7IM Passive Adventurous Plus	94.83	Global Large-Cap Blend Equity	10.47
7IM Passive Balanced	40.38	GBP Allocation 40-60% Equity	8.09
7IM Passive Cautious	19.77	GBP Allocation 0-20% Equity
7IM Passive Moderately Adventurous	51.70	GBP Allocation 60-80% Equity	9.14
7IM Passive Moderately Cautious	26.52	GBP Allocation 20-40% Equity	7.14
7IM Responsible Choice Adventurous	58.91	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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