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	62.54	GBP Allocation 80%+ Equity	8.49
7IM Income Adventurous Plus	67.06	Global Large-Cap Blend Equity
7IM Income Balanced	38.02	GBP Allocation 40-60% Equity	6.66
7IM Income Cautious	22.78	GBP Allocation 0-20% Equity	5.41
7IM Income Moderately Adventurous	53.24	GBP Allocation 60-80% Equity	7.25
7IM Income Moderately Cautious	28.21	GBP Allocation 20-40% Equity	5.83
7IM Passive Adventurous	67.61	GBP Allocation 80%+ Equity	10.15
7IM Passive Adventurous Plus	68.73	Global Large-Cap Blend Equity	10.7
7IM Passive Balanced	42.02	GBP Allocation 40-60% Equity	7.6
7IM Passive Cautious	23.58	GBP Allocation 0-20% Equity	5.28
7IM Passive Conservative	25.26	GBP Allocation 20-40% Equity	5.69
7IM Passive Dynamic	57.34	GBP Allocation 60-80% Equity	8.41
7IM Passive Growth	61.46	GBP Allocation 80%+ Equity	9.33
7IM Passive Moderate	31.69	GBP Allocation 40-60% Equity	6.5
7IM Passive Moderately Adventurous	58.99	GBP Allocation 60-80% Equity	8.92
7IM Passive Moderately Cautious	30.38	GBP Allocation 20-40% Equity	6.15
7IM Responsible Choice Adv Plus	69.01	GBP Allocation 80%+ Equity
7IM Responsible Choice Adventurous	67.91	GBP Allocation 80%+ Equity	10.39
7IM Responsible Choice Balanced	37.59	GBP Allocation 40-60% Equity	7.8
7IM Responsible Choice Cautious	22.71	GBP Allocation 0-20% Equity	5.88

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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