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


Aberdeen Sustainable MPS 3	0.04	0.01	1.25	0.01	0.17
Aberdeen Sustainable MPS 4	0.03	0.01	1.48	0.01	0.20
Aberdeen Sustainable MPS 5	0	0	1.61	0	0.01
AES Platform Model 10	1.24	0.06	0.59	0.42	0.39
AES Platform Model 2	0.93	0.53	0.59	0.09	0.43
AES Platform Model 3	0.98	0.47	0.59	0.14	0.44
AES Platform Model 4	1.02	0.31	0.60	0.24	0.44
AES Platform Model 5	1.13	0.26	0.60	0.29	0.47
AES Platform Model 6	1.25	0.23	0.61	0.37	0.51
AES Platform Model 7	1.21	0.16	0.66	0.40	0.50
AES Platform Model 8	1.26	0.12	0.64	0.43	0.45
AJ Bell 'Pactive' MPS 1	0.63	0.61	0.48	0.41	0.22
AJ Bell 'Pactive' MPS 2	0.80	0.90	0.75	0.67	0.27
AJ Bell 'Pactive' MPS 3	0.89	1.04	0.87	0.74	0.28
AJ Bell 'Pactive' MPS 4	0.96	1.22	1.00	1.10	0.39
AJ Bell 'Pactive' MPS 5	1.09	1.35	1.02	1.17	0.38
AJ Bell 'Pactive' MPS 6	1.17	1.31	1.05	1.32	0.29
AJ Bell Active MPS 1	0.74	0.53	0.42	0.32	0.27
AJ Bell Active MPS 2	0.80	0.70	0.65	0.54	0.30
AJ Bell Active MPS 3	0.86	0.80	0.74	0.59	0.32

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