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


7IM Responsible Choice Adventurous	0.07	0.15	0.01	0	0.01
7IM Responsible Choice Balanced	0.06	0	0.09	0	0.01
7IM Responsible Choice Cautious	0.03	0.01	0.15	0	0
7IM Responsible Choice Mod Adventurous	0.06	0.13	0.04	0	0.01
7IM Responsible Choice Mod Cautious	0.04	0	0.13	0	0
8AM AQ Classic 3	0.92	0.72	1.31	0.60	0.27
8AM AQ Classic 4	0.92	0.87	1.39	0.69	0.29
8AM AQ Classic 5	0.91	0.99	1.52	0.77	0.33
8AM AQ Classic 6	0.89	1.04	1.64	0.78	0.36
8AM AQ Classic 7	0.85	1.09	1.72	0.68	0.38
8AM AQ Classic 8	0.76	0.91	1.48	0.39	0.39
8AM AQ Sustainable 3	0.49	0.23	0.45	0.34	0.40
8AM AQ Sustainable 4	0.60	0.28	0.54	0.43	0.34
8AM AQ Sustainable 5	0.70	0.31	0.61	0.50	0.28
8AM AQ Sustainable 6	0.78	0.34	0.67	0.55	0.24
8AM AQ Sustainable 7	0.83	0.36	0.74	0.59	0.21
8AM Legacy AQ Classic 3	0.92	0.72	1.31	0.60	0.27
8AM Legacy AQ Classic 4	0.92	0.87	1.39	0.69	0.29
8AM Legacy AQ Classic 5	0.91	0.99	1.52	0.77	0.33
8AM Legacy AQ Classic 6	0.89	1.04	1.64	0.78	0.36

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Equally if you are a Management firm and would like to list your products, email us at mpdbonboarding@morningstar.com

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