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: 31/05/2025

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
Aspen Conservative Multi-Strategy	GBP Allocation 40-60% Equity			0.15	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus Parmenion Morningstar Wealth Aegon ARC Fundment P1
Aspen Conservative Passive Plus	GBP Allocation 20-40% Equity	29.63	4.05	0.20	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus Parmenion Morningstar Wealth Aegon ARC Fundment P1
Aspen Conservative Sustainable Portfolio	GBP Allocation 20-40% Equity	26.86		0.30	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus Parmenion Morningstar Wealth Aegon ARC Fundment P1
Aspen Defensive Core Portfolio	GBP Allocation 0-20% Equity	20.97	2.04	0.30	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus Parmenion Morningstar Wealth Aegon ARC Fundment P1
Aspen Defensive Income Portfolio	GBP Allocation 20-40% Equity	22.21	2.19	0.30	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus Parmenion Morningstar Wealth Aegon ARC Fundment P1
Aspen Defensive Multi-Strategy Portfolio	GBP Allocation 20-40% Equity			0.15	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus Parmenion Morningstar Wealth Aegon ARC Fundment P1
Aspen Defensive Passive Plus Portfolio	GBP Allocation 40-60% Equity	23.94	2.69	0.20	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus Parmenion Morningstar Wealth Aegon ARC Fundment P1
Aspen Defensive Sustainable Portfolio	GBP Allocation 0-20% Equity	18.83		0.30	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus Parmenion Morningstar Wealth Aegon ARC Fundment P1
Aspen Equity Focus Core Portfolio	GBP Allocation 80%+ Equity	58.33	5.83	0.30	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus Parmenion Morningstar Wealth Aegon ARC Fundment P1
Aspen Equity Focus Income Portfolio	GBP Allocation 80%+ Equity	52.30	4.96	0.30	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus Parmenion Morningstar Wealth Aegon ARC Fundment P1
Aspen Equity Focus Multi- Strategy	Global Large-Cap Blend Equity			0.15	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus Parmenion Morningstar Wealth Aegon ARC Fundment P1
Aspen Equity Focus Passive Plus	Global Large-Cap Blend Equity		7.98	0.20	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus Parmenion Morningstar Wealth Aegon ARC Fundment P1
Aspen Equity Focus Sustainable Portfolio	Global Large-Cap Blend Equity			0.30	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus Parmenion Morningstar Wealth Aegon ARC Fundment P1
Aspen Four Seasons Portfolio	GBP Allocation 20-40% Equity			0.30	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus Parmenion Morningstar Wealth Aegon ARC Fundment P1
Aspen Global Megatrends Portfolio	Global Large-Cap Growth Equity			0.30	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus Parmenion Morningstar Wealth Aegon ARC Fundment P1
Aspen Growth Core Portfolio	GBP Allocation 60-80% Equity	49.02	5.06	0.30	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus Parmenion Morningstar Wealth Aegon ARC Fundment P1
Aspen Growth Income Portfolio	GBP Allocation 60-80% Equity	43.97	4.27	0.30	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus Parmenion Morningstar Wealth Aegon ARC Fundment P1
Aspen Growth Multi-Strategy Portfolio	GBP Allocation 80%+ Equity			0.15	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus Parmenion Morningstar Wealth Aegon ARC Fundment P1
Aspen Growth Passive Plus Portfolio	GBP Allocation 60-80% Equity	50.06	6.76	0.20	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus Parmenion Morningstar Wealth Aegon ARC Fundment P1
Aspen Growth Sustainable Portfolio	GBP Allocation 60-80% Equity	49.46		0.30	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus Parmenion Morningstar Wealth Aegon ARC Fundment P1

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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