Morningstar - Managed portfolio tool

Investment provider Strategy Morningstar category Platform availability Max. Discretionary Management Fee

Morningstar Portfolio Risk Score™ Morningstar Sustainability Rating™

Holdings based return calculated up-to: 30/09/2025

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
Alpha Beta AB2 Core	GBP Allocation 40-60% Equity	34.79	8.05	0.20	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Wealthtime Aegon ARC Scottish Widows Fundment
Alpha Beta AB3 Core	GBP Allocation 40-60% Equity	43.04	8.90	0.20	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Wealthtime Aegon ARC Scottish Widows Fundment
Alpha Beta AB4 Core	GBP Allocation 60-80% Equity	50.72	10.31	0.20	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Wealthtime Aegon ARC Scottish Widows Fundment
Alpha Beta AB5 Core	GBP Allocation 60-80% Equity	57.38	11.31	0.20	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Wealthtime Aegon ARC Scottish Widows Fundment
Alpha Beta AB6 Core	GBP Allocation 80%+ Equity	62.76	11.84	0.20	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Wealthtime Aegon ARC Scottish Widows Fundment
Alpha Beta Core Plus Adventurous	GBP Allocation 80%+ Equity	66.84	11.70	0.25	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Wealthtime Aegon ARC Scottish Widows Fundment
Alpha Beta Core Plus Balanced	GBP Allocation 60-80% Equity	49.87	9.65	0.25	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Wealthtime Aegon ARC Scottish Widows Fundment
Alpha Beta Core Plus Balanced Growth	GBP Allocation 60-80% Equity	55.59	10.43	0.25	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Wealthtime Aegon ARC Scottish Widows Fundment
Alpha Beta Core Plus Cautious	GBP Allocation 40-60% Equity	31.48	6.37	0.25	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Wealthtime Aegon ARC Scottish Widows Fundment
Alpha Beta Core Plus Cautious Balanced	GBP Allocation 40-60% Equity	38.74	7.69	0.25	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Wealthtime Aegon ARC Scottish Widows Fundment
Alpha Beta Core Plus Growth	GBP Allocation 80%+ Equity	61.20	10.98	0.25	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Wealthtime Aegon ARC Scottish Widows Fundment
Aspen Balanced Core Portfolio	GBP Allocation 40-60% Equity	38.82	8.35	0.30	abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre Aviva Nucleus 7IM Parmenion Wealthtime Morningstar Wealth Aegon ARC Fundment
Aspen Balanced Income Portfolio	GBP Allocation 40-60% Equity	34.84	7.39	0.30	abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre Aviva Nucleus 7IM Parmenion Wealthtime Morningstar Wealth Aegon ARC Fundment
Aspen Balanced Multi-Strategy Portfolio	GBP Allocation 60-80% Equity			0.15	abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre Aviva Nucleus 7IM Parmenion Wealthtime Morningstar Wealth Aegon ARC Fundment
Aspen Balanced Passive Plus Portfolio	GBP Allocation 40-60% Equity	40.16	9.43	0.20	abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre Aviva Nucleus 7IM Parmenion Wealthtime Morningstar Wealth Aegon ARC Fundment
Aspen Balanced Sustainable Portfolio	GBP Allocation 40-60% Equity	37.87		0.30	abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre Aviva Nucleus 7IM Parmenion Wealthtime Morningstar Wealth Aegon ARC Fundment
Aspen Capital Preservation Portfolio	GBP Allocation 0-20% Equity	15.42	4.46	0.30	abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre Aviva Nucleus 7IM Parmenion Wealthtime Morningstar Wealth Aegon ARC Fundment
Aspen Cash Plus Portfolio	GBP Money Market - Short Term	3.11	4.51	0.20	abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre Aviva Nucleus 7IM Parmenion Wealthtime Morningstar Wealth Aegon ARC Fundment
Aspen Conservative Core Portfolio	GBP Allocation 20-40% Equity	29.34	6.88	0.30	abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre Aviva Nucleus 7IM Parmenion Wealthtime Morningstar Wealth Aegon ARC Fundment
Aspen Conservative Income Portfolio	GBP Allocation 20-40% Equity	27.19	6.48	0.30	abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre Aviva Nucleus 7IM Parmenion Wealthtime Morningstar Wealth Aegon ARC Fundment

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

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