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

		VAT on fees
AJ Bell Responsible MPS 4	0.15	No	0.26	0.41
AJ Bell Responsible MPS 5	0.15	No	0.27	0.42
AJ Bell Responsible MPS 6	0.15	No	0.26	0.41
Alpha Beta AB1 Core	0.20	No	0.13	0.33
Alpha Beta AB2 Core	0.20	No	0.13	0.33
Alpha Beta AB3 Core	0.20	No	0.14	0.34
Alpha Beta AB4 Core	0.20	No	0.15	0.35
Alpha Beta AB5 Core	0.20	No	0.16	0.36
Alpha Beta AB6 Core	0.20	No	0.16	0.36
Alpha Beta Core Plus Adventurous	0.25	No	0.29	0.54
Alpha Beta Core Plus Balanced	0.25	No	0.28	0.53
Alpha Beta Core Plus Balanced Growth	0.25	No	0.29	0.54
Alpha Beta Core Plus Cautious	0.25	No	0.24	0.49
Alpha Beta Core Plus Cautious Balanced	0.25	No	0.25	0.50
Alpha Beta Core Plus Growth	0.25	No	0.29	0.54
Aristo Capital - Growth Focus 35	0.30	No	0.72	1.02
Aristo Capital - Growth Focus 50	0.30	No	0.86	1.16
Aristo Capital - Growth Focus 60	0.30	No	0.86	1.16
Aristo Capital - Growth Focus 80	0.30	No	0.86	1.16
Aristo Capital - Natural Income 35	0.30	No	0.76	1.06

* Excludes underlying fund transaction costs

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