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


Aspen High Income Portfolio	1.11	1.02	2.74	1.21	0.45
Aspen Smaller Companies Portfolio	0.47	0.15	0.87	0	0.33
ASPIM ESG 10	0	0	0	0	0
ASPIM ESG 2	0.10	0.14	0.37	0.08	0.02
ASPIM ESG 3	0.08	0.14	0.38	0.07	0.02
ASPIM ESG 4	0.08	0.13	0.36	0.06	0.02
ASPIM ESG 5	0.05	0.10	0.38	0.04	0.01
ASPIM ESG 6	0.03	0.07	0.32	0.03	0.01
ASPIM ESG 7	0.02	0.03	0.31	0.02	0
ASPIM ESG 8	0.01	0.02	0.20	0.01	0
ASPIM ESG 9	0	0	0	0	0
ASPIM ESG Equity	0	0	0	0	0
ASPIM Growth 10	0.79	1.17	0.87	0.87	0.41
ASPIM Growth 2	0.33	0.64	0.87	0.48	0.26
ASPIM Growth 3	0.36	0.67	0.94	0.54	0.28
ASPIM Growth 4	0.54	0.82	0.98	0.57	0.29
ASPIM Growth 5	0.59	0.83	1.03	0.52	0.32
ASPIM Growth 6	0.68	0.97	1.08	0.63	0.38
ASPIM Growth 7	0.79	1.03	1.00	0.65	0.41
ASPIM Growth 8	0.76	1.09	0.90	0.63	0.43

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