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: 30/11/2025

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
AJ Bell Active MPS 4	GBP Allocation 60-80% Equity	52.77	10.25	0.15	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva Morningstar Wealth
AJ Bell Active MPS 5	GBP Allocation 80%+ Equity	57.92	11.26	0.15	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva Morningstar Wealth
AJ Bell Active MPS 6	GBP Allocation 80%+ Equity	62.12	10.99	0.15	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva Morningstar Wealth
AJ Bell Active MPS Income 1	GBP Allocation 40-60% Equity	43.00	7.75	0.15	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva Morningstar Wealth
AJ Bell Active MPS Income 2	GBP Allocation 80%+ Equity	57.25	9.70	0.15	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva Morningstar Wealth
AJ Bell Passive MPS 1	GBP Allocation 20-40% Equity	23.95	5.84	0.15	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva Morningstar Wealth
AJ Bell Passive MPS 2	GBP Allocation 40-60% Equity	33.65	7.64	0.15	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva Morningstar Wealth
AJ Bell Passive MPS 3	GBP Allocation 60-80% Equity	44.06	8.81	0.15	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva Morningstar Wealth
AJ Bell Passive MPS 4	GBP Allocation 60-80% Equity	51.85	10.29	0.15	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva Morningstar Wealth
AJ Bell Passive MPS 5	GBP Allocation 80%+ Equity	57.60	11.72	0.15	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva Morningstar Wealth
AJ Bell Passive MPS 6	GBP Allocation 80%+ Equity	64.64	10.63	0.15	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva Morningstar Wealth
AJ Bell Passive MPS Income 1	GBP Allocation 40-60% Equity	42.40	7.35	0.15	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva Morningstar Wealth
AJ Bell Passive MPS Income 2	GBP Allocation 80%+ Equity	55.93	9.82	0.15	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva Morningstar Wealth
AJ Bell Responsible MPS 1	GBP Allocation 20-40% Equity	27.24	5.60	0.15	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva Morningstar Wealth
AJ Bell Responsible MPS 2	GBP Allocation 40-60% Equity	37.36	6.70	0.15	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva Morningstar Wealth
AJ Bell Responsible MPS 3	GBP Allocation 60-80% Equity	47.26	7.17	0.15	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva Morningstar Wealth
AJ Bell Responsible MPS 4	GBP Allocation 60-80% Equity	56.11	8.12	0.15	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva Morningstar Wealth
AJ Bell Responsible MPS 5	GBP Allocation 80%+ Equity	62.56	8.93	0.15	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva Morningstar Wealth
AJ Bell Responsible MPS 6	GBP Allocation 80%+ Equity	69.91	8.50	0.15	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva Morningstar Wealth
Alpha Beta AB1 Core	GBP Allocation 20-40% Equity	27.44	6.90	0.20	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Wealthtime Aegon ARC Scottish Widows Fundment

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

The following pages are intended for firms and individuals who are authorised by the Financial Conduct Authority to provide advice and investment services to UK clients. The information within this site must not be distributed or otherwise made available to retail clients, nor relied upon by retail clients.