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: 31/03/2026

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
AJ Bell Active MPS 5	GBP Allocation 80%+ Equity	57.10	12.19	0.15	Aviva Transact Morningstar Wealth abrdn Wrap Quilter AJ Bell Investcentre
AJ Bell Active MPS 6	GBP Allocation 80%+ Equity	61.93	12.06	0.15	Aviva Transact Morningstar Wealth abrdn Wrap Quilter AJ Bell Investcentre
AJ Bell Active MPS Income 1	GBP Allocation 40-60% Equity	41.06	8.01	0.15	Aviva Transact Morningstar Wealth abrdn Wrap Quilter AJ Bell Investcentre
AJ Bell Active MPS Income 2	GBP Allocation 80%+ Equity	55.84	9.91	0.15	Aviva Transact Morningstar Wealth abrdn Wrap Quilter AJ Bell Investcentre
AJ Bell Passive MPS 1	GBP Allocation 20-40% Equity	23.13	5.93	0.15	Aviva Transact Morningstar Wealth abrdn Wrap Quilter AJ Bell Investcentre
AJ Bell Passive MPS 2	GBP Allocation 40-60% Equity	32.47	7.80	0.15	Aviva Transact Morningstar Wealth abrdn Wrap Quilter AJ Bell Investcentre
AJ Bell Passive MPS 3	GBP Allocation 60-80% Equity	43.23	9.14	0.15	Aviva Transact Morningstar Wealth abrdn Wrap Quilter AJ Bell Investcentre
AJ Bell Passive MPS 4	GBP Allocation 60-80% Equity	51.87	10.81	0.15	Aviva Transact Morningstar Wealth abrdn Wrap Quilter AJ Bell Investcentre
AJ Bell Passive MPS 5	GBP Allocation 80%+ Equity	58.70	12.53	0.15	Aviva Transact Morningstar Wealth abrdn Wrap Quilter AJ Bell Investcentre
AJ Bell Passive MPS 6	GBP Allocation 80%+ Equity	66.32	11.78	0.15	Aviva Transact Morningstar Wealth abrdn Wrap Quilter AJ Bell Investcentre
AJ Bell Passive MPS Income 1	GBP Allocation 40-60% Equity	41.83	8.24	0.15	Aviva Transact Morningstar Wealth abrdn Wrap Quilter AJ Bell Investcentre
AJ Bell Passive MPS Income 2	GBP Allocation 80%+ Equity	56.94	11.19	0.15	Aviva Transact Morningstar Wealth abrdn Wrap Quilter AJ Bell Investcentre
AJ Bell Responsible MPS 1	GBP Allocation 20-40% Equity	25.20	4.81	0.15	Aviva Transact Morningstar Wealth abrdn Wrap Quilter AJ Bell Investcentre
AJ Bell Responsible MPS 2	GBP Allocation 40-60% Equity	34.65	5.57	0.15	Aviva Transact Morningstar Wealth abrdn Wrap Quilter AJ Bell Investcentre
AJ Bell Responsible MPS 3	GBP Allocation 60-80% Equity	44.07	6.05	0.15	Aviva Transact Morningstar Wealth abrdn Wrap Quilter AJ Bell Investcentre
AJ Bell Responsible MPS 4	GBP Allocation 60-80% Equity	52.99	6.89	0.15	Aviva Transact Morningstar Wealth abrdn Wrap Quilter AJ Bell Investcentre
AJ Bell Responsible MPS 5	GBP Allocation 80%+ Equity	59.72	7.72	0.15	Aviva Transact Morningstar Wealth abrdn Wrap Quilter AJ Bell Investcentre
AJ Bell Responsible MPS 6	GBP Allocation 80%+ Equity	66.56	7.27	0.15	Aviva Transact Morningstar Wealth abrdn Wrap Quilter AJ Bell Investcentre
Alpha Beta AB1 Core	GBP Allocation 20-40% Equity	27.78	6.98	0.20	Fundment Aviva Transact Scottish Widows Wealthtime Fidelity Adviser Solutions Aegon ARC abrdn Wrap Quilter
Alpha Beta AB2 Core	GBP Allocation 40-60% Equity	35.46	7.83	0.20	Fundment Aviva Transact Scottish Widows Wealthtime Fidelity Adviser Solutions Aegon ARC abrdn Wrap Quilter

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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