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 Income Adventurous	61.50	GBP Allocation 80%+ Equity	8.62
7IM Income Adventurous Plus	66.34	Global Large-Cap Blend Equity
7IM Income Balanced	39.34	GBP Allocation 40-60% Equity	6.77
7IM Income Cautious	25.36	GBP Allocation 0-20% Equity	5.42
7IM Income Moderately Adventurous	52.78	GBP Allocation 60-80% Equity	7.4
7IM Income Moderately Cautious	28.32	GBP Allocation 20-40% Equity	5.89
7IM Passive Adventurous	66.14	GBP Allocation 80%+ Equity	10.24
7IM Passive Adventurous Plus	66.92	Global Large-Cap Blend Equity	10.78
7IM Passive Balanced	41.87	GBP Allocation 40-60% Equity	7.63
7IM Passive Cautious	23.35	GBP Allocation 0-20% Equity	5.24
7IM Passive Conservative	24.95	GBP Allocation 20-40% Equity	5.66
7IM Passive Dynamic	57.41	GBP Allocation 60-80% Equity	8.48
7IM Passive Growth	59.75	GBP Allocation 80%+ Equity	9.44
7IM Passive Moderate	31.50	GBP Allocation 40-60% Equity	6.51
7IM Passive Moderately Adventurous	57.33	GBP Allocation 60-80% Equity	9
7IM Passive Moderately Cautious	30.25	GBP Allocation 20-40% Equity	6.16
7IM Responsible Choice Adv Plus	67.90	GBP Allocation 80%+ Equity
7IM Responsible Choice Adventurous	66.91	GBP Allocation 80%+ Equity	10.61
7IM Responsible Choice Balanced	39.26	GBP Allocation 40-60% Equity	7.87
7IM Responsible Choice Cautious	23.12	GBP Allocation 0-20% Equity	5.86

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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