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


Slater Aggressive Passive	0.45	1.44	1.12	0.85	0.14
Slater Balanced Blend	0.56	0.96	0.93	0.52	0.10
Slater Balanced Core	0.82	0.89	0.94	0.67	0.14
Slater Balanced Income	2.07	0.97	0.22	1.49	0.12
Slater Balanced Passive	0.45	1.13	0.81	0.57	0.10
Slater Cautious Blend	0.53	0.79	0.76	0.46	0.09
Slater Cautious Core	0.88	0.63	0.84	0.61	0.15
Slater Cautious Income	1.87	0.76	0.25	1.17	0.13
Slater Cautious Passive	0.50	1.00	0.87	0.52	0.10
Slater Defensive Blend	0.53	0.61	0.84	0.40	0.08
Slater Defensive Core	0.95	0.53	0.75	0.48	0.17
Slater Defensive Income	1.72	0.59	0.34	0.89	0.16
Slater Defensive Passive	0.46	0.75	0.83	0.39	0.07
Slater Growth Blend	0.60	1.06	1.07	0.66	0.11
Slater Growth Core	0.81	1.13	1.06	0.74	0.13
Slater Growth Income	2.16	1.14	0.12	1.69	0.07
Slater Growth Passive	0.45	1.23	0.95	0.73	0.12
Soderberg & Partners Active Adventurous	0.33	0.90	0.57	0.50	0.31
Soderberg & Partners Active Balanced	0.30	0.62	0.58	0.35	0.50
Soderberg & Partners Active Cautious	0.27	0.43	0.59	0.26	0.64

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.