Morningstar logo
Alpha Beta AB2 Core 0.48 0.78 1.21 0.45 0.43
Alpha Beta AB3 Core 0.60 0.91 1.39 0.51 0.48
Alpha Beta AB4 Core 0.70 1.02 1.60 0.59 0.52
Alpha Beta AB5 Core 0.78 1.12 1.78 0.66 0.52
Alpha Beta AB6 Core 0.84 1.24 1.92 0.70 0.49
Alpha Beta Core Plus Adventurous 0.76 1.06 1.76 0.52 0.40
Alpha Beta Core Plus Balanced 0.56 0.73 1.27 0.39 0.41
Alpha Beta Core Plus Balanced Growth 0.66 0.84 1.46 0.44 0.45
Alpha Beta Core Plus Cautious 0.37 0.52 1.07 0.28 0.36
Alpha Beta Core Plus Cautious Balanced 0.45 0.62 1.14 0.35 0.38
Alpha Beta Core Plus Growth 0.72 0.94 1.62 0.49 0.44
Aspen Balanced Core Portfolio 0.85 0.95 1.38 0.58 0.20
Aspen Balanced Income Portfolio 1.11 0.92 1.64 0.81 0.33
Aspen Balanced Multi-Strategy Portfolio 0.67 0.86 1.10 0.55 0.31
Aspen Balanced Passive Plus Portfolio 0.75 1.12 1.87 0.63 0.22
Aspen Balanced Sustainable Portfolio 0.25 0.01 0.90 0 0.05
Aspen Capital Preservation Portfolio 1.52 0.05 0.35 0.13 0
Aspen Cash Plus Portfolio 0 0 0 0 0
Aspen Conservative Core Portfolio 0.78 0.78 1.24 0.64 0.13
Aspen Conservative Income Portfolio 0.92 0.78 1.28 0.76 0.31

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

The following pages are intended for firms and individuals who are authorised by the Financial Conduct Authority to provide advice and investment services to UK clients. The information within this site must not be distributed or otherwise made available to retail clients, nor relied upon by retail clients.

Morningstar logo

©Copyright 2022 Morningstar, Inc. All rights reserved.