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 Balanced	40.38	GBP Allocation 40-60% Equity	5.56
7IM Passive Adventurous	62.81	GBP Allocation 80%+ Equity	7.98
7IM Passive Adventurous Plus	65.30	Global Large-Cap Blend Equity	8.21
7IM Passive Balanced	45.05	GBP Allocation 40-60% Equity	6.05
7IM Passive Cautious	26.12	GBP Allocation 0-20% Equity	4.64
7IM Passive Conservative		GBP Allocation 20-40% Equity
7IM Passive Dynamic		GBP Allocation 60-80% Equity
7IM Passive Growth		GBP Allocation 80%+ Equity
7IM Passive Moderate		GBP Allocation 40-60% Equity
7IM Passive Moderately Adventurous	54.85	GBP Allocation 60-80% Equity	6.97
7IM Passive Moderately Cautious	35.43	GBP Allocation 20-40% Equity	5.09
7IM Responsible Choice Adv Plus	62.38	GBP Allocation 80%+ Equity
7IM Responsible Choice Adventurous	65.40	GBP Allocation 80%+ Equity	8.55
7IM Responsible Choice Balanced	44.90	GBP Allocation 40-60% Equity	6.5
7IM Responsible Choice Cautious	26.27	GBP Allocation 0-20% Equity	5.35
7IM Responsible Choice Conservative		GBP Allocation 20-40% Equity
7IM Responsible Choice Dynamic		GBP Allocation 60-80% Equity
7IM Responsible Choice Growth		GBP Allocation 80%+ Equity
7IM Responsible Choice Mod Adventurous	55.28	GBP Allocation 60-80% Equity	7.39
7IM Responsible Choice Mod Cautious	35.11	GBP Allocation 20-40% Equity	5.62

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