Morningstar - Managed portfolio tool

Investment provider Strategy Morningstar category Platform availability Max. Discretionary Management Fee Morningstar Portfolio Risk Score™ Morningstar Sustainability Rating™

Holdings based return calculated up-to: 29/02/2024

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
AJ Bell 'Pactive' MPS 5	GBP Allocation 80%+ Equity	58.38	6.53	0.15	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva Morningstar Wealth
AJ Bell 'Pactive' MPS 6	GBP Allocation 80%+ Equity	60.71	5.39	0.15	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva Morningstar Wealth
AJ Bell Active MPS 1	GBP Allocation 20-40% Equity	18.96	1.26	0.15	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva Morningstar Wealth
AJ Bell Active MPS 2	GBP Allocation 40-60% Equity	28.43	2.65	0.15	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva Morningstar Wealth
AJ Bell Active MPS 3	GBP Allocation 60-80% Equity	38.29	4.37	0.15	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva Morningstar Wealth
AJ Bell Active MPS 4	GBP Allocation 60-80% Equity	48.19	4.37	0.15	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva Morningstar Wealth
AJ Bell Active MPS 5	GBP Allocation 80%+ Equity	59.18	5.12	0.15	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva Morningstar Wealth
AJ Bell Active MPS 6	GBP Allocation 80%+ Equity	61.27	4.68	0.15	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva Morningstar Wealth
AJ Bell Active MPS Income 1	GBP Allocation 40-60% Equity	37.97	5.15	0.15	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva Morningstar Wealth
AJ Bell Active MPS Income 2	GBP Allocation 80%+ Equity	59.00	6.40	0.15	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva Morningstar Wealth
AJ Bell Passive MPS 1	GBP Allocation 20-40% Equity	18.90	1.95	0.15	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva Morningstar Wealth
AJ Bell Passive MPS 2	GBP Allocation 40-60% Equity	28.30	3.34	0.15	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva Morningstar Wealth
AJ Bell Passive MPS 3	GBP Allocation 60-80% Equity	37.79	5.23	0.15	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva Morningstar Wealth
AJ Bell Passive MPS 4	GBP Allocation 60-80% Equity	47.88	6.60	0.15	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva Morningstar Wealth
AJ Bell Passive MPS 5	GBP Allocation 80%+ Equity	58.95	8.11	0.15	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva Morningstar Wealth
AJ Bell Passive MPS 6	GBP Allocation 80%+ Equity	61.85	6.71	0.15	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva Morningstar Wealth
AJ Bell Passive MPS Income 1	GBP Allocation 40-60% Equity	38.23	5.36	0.15	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva Morningstar Wealth
AJ Bell Passive MPS Income 2	GBP Allocation 80%+ Equity	59.41	6.71	0.15	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva Morningstar Wealth
AJ Bell Responsible MPS 1	GBP Allocation 20-40% Equity	18.80		0.15	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva Morningstar Wealth
AJ Bell Responsible MPS 2	GBP Allocation 40-60% Equity	27.77		0.15	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva Morningstar Wealth

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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