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: 28/02/2025

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
Alpha Beta AB2 Core	GBP Allocation 40-60% Equity	35.94	2.92	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	44.70	3.78	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	53.23	5.85	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	59.37	6.48	0.20	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Wealthtime Aegon ARC Scottish Widows Fundment
Alpha Beta AB6 Core	GBP Allocation 80%+ Equity	63.41	6.76	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	66.34	6.31	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	50.83	4.53	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	56.74	6.06	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	32.25	2.70	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	39.29	3.26	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	61.24	6.00	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	39.36	4.65	0.30	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus Parmenion Morningstar Wealth Aegon ARC Fundment P1
Aspen Balanced Income	GBP Allocation 40-60% Equity	36.22	4.16	0.30	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus Parmenion Morningstar Wealth Aegon ARC Fundment P1
Aspen Balanced Multi-Strategy Portfolio	GBP Allocation 60-80% Equity			0.15	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus Parmenion Morningstar Wealth Aegon ARC Fundment P1
Aspen Balanced Passive Plus Portfolio	GBP Allocation 40-60% Equity	40.19	5.58	0.20	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus Parmenion Morningstar Wealth Aegon ARC Fundment P1
Aspen Balanced Sustainable Portfolio	GBP Allocation 40-60% Equity	37.90		0.30	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus Parmenion Morningstar Wealth Aegon ARC Fundment P1
Aspen Capital Preservation	GBP Allocation 0-20% Equity	16.11		0.30	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus Parmenion Morningstar Wealth Aegon ARC Fundment P1
Aspen Cash Plus	GBP Money Market - Short Term	3.15		0.20	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus Parmenion Morningstar Wealth Aegon ARC Fundment P1
Aspen Conservative Core Portfolio	GBP Allocation 20-40% Equity	29.41	3.12	0.30	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus Parmenion Morningstar Wealth Aegon ARC Fundment P1
Aspen Conservative Income	GBP Allocation 20-40% Equity	27.96	3.03	0.30	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus Parmenion Morningstar Wealth Aegon ARC Fundment P1

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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