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	61.40	GBP Allocation 80%+ Equity	8.44
7IM Active Adventurous Plus	66.41	Global Large-Cap Blend Equity	8.79
7IM Active Balanced	46.07	GBP Allocation 40-60% Equity	6.42
7IM Active Cautious	27.17	GBP Allocation 0-20% Equity	5.11
7IM Active Moderately Adventurous	54.63	GBP Allocation 60-80% Equity	7.25
7IM Active Moderately Cautious	37.09	GBP Allocation 20-40% Equity	5.65
7IM Blended Adventurous	57.10	GBP Allocation 80%+ Equity	7.85
7IM Blended Adventurous Plus	61.16	GBP Allocation 80%+ Equity	8.14
7IM Blended Balanced	42.18	GBP Allocation 40-60% Equity	5.92
7IM Blended Cautious	23.61	GBP Allocation 0-20% Equity	4.74
7IM Blended Income	40.35	GBP Allocation 40-60% Equity	5.97
7IM Blended Moderately Adventurous	50.25	GBP Allocation 60-80% Equity	6.72
7IM Blended Moderately Cautious	32.22	GBP Allocation 20-40% Equity	5.2
7IM Passive Adventurous	62.13	GBP Allocation 80%+ Equity	8.15
7IM Passive Adventurous Plus	64.43	Global Large-Cap Blend Equity	8.32
7IM Passive Balanced	44.36	GBP Allocation 40-60% Equity	6.39
7IM Passive Cautious	25.82	GBP Allocation 0-20% Equity	5.2
7IM Passive Moderately Adventurous	53.95	GBP Allocation 60-80% Equity	7.22
7IM Passive Moderately Cautious	35.02	GBP Allocation 20-40% Equity	5.63
7IM Responsible Choice Adv Plus	62.33	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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