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


8AM Legacy AQ Classic 7	0.85	1.09	1.72	0.68	0.38
8AM Legacy AQ Classic 8	0.76	0.91	1.48	0.39	0.39
Aberdeen Index MPS 1	0.51	0.48	0.80	0.35	0.14
Aberdeen Index MPS 2	0.70	0.84	1.09	0.56	0.25
Aberdeen Index MPS 3	0.81	1.12	1.38	0.73	0.32
Aberdeen Index MPS 4	0.91	1.42	1.63	0.89	0.35
Aberdeen Index MPS 5	1.13	1.80	2.02	1.11	0.21
Aberdeen Money Market MPS	0	0	0	0	0
Aberdeen MPS 1	0.39	0.40	0.82	0.15	0.19
Aberdeen MPS 2	0.57	0.60	1.22	0.27	0.29
Aberdeen MPS 3	0.61	0.75	1.56	0.33	0.37
Aberdeen MPS 4	0.73	0.95	1.83	0.42	0.39
Aberdeen MPS 5	0.90	1.21	2.02	0.54	0.23
Aberdeen Sustainable Index MPS 1	0.24	0.02	0.87	0.02	0.08
Aberdeen Sustainable Index MPS 2	0.19	0	0.95	0	0.09
Aberdeen Sustainable Index MPS 3	0.13	0	1.16	0	0.13
Aberdeen Sustainable Index MPS 4	0.03	0	1.27	0	0.14
Aberdeen Sustainable Index MPS 5	0.01	0	1.60	0	0.03
Aberdeen Sustainable MPS 1	0.08	0.01	0.53	0.01	0.09
Aberdeen Sustainable MPS 2	0.09	0.01	0.84	0.01	0.13

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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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