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: 30/06/2026

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
AJ Bell 'Pactive' MPS 6	GBP Allocation 80%+ Equity	65.85	16.34	0.15	Aviva Transact Morningstar Wealth abrdn Wrap Quilter AJ Bell Investcentre
AJ Bell Active MPS 1	GBP Allocation 20-40% Equity	23.09	8.35	0.15	Aviva Transact Morningstar Wealth abrdn Wrap Quilter AJ Bell Investcentre
AJ Bell Active MPS 2	GBP Allocation 40-60% Equity	31.44	10.88	0.15	Aviva Transact Morningstar Wealth abrdn Wrap Quilter AJ Bell Investcentre
AJ Bell Active MPS 3	GBP Allocation 60-80% Equity	40.39	12.60	0.15	Aviva Transact Morningstar Wealth abrdn Wrap Quilter AJ Bell Investcentre
AJ Bell Active MPS 4	GBP Allocation 60-80% Equity	55.76	14.65	0.15	Aviva Transact Morningstar Wealth abrdn Wrap Quilter AJ Bell Investcentre
AJ Bell Active MPS 5	GBP Allocation 80%+ Equity	63.98	16.44	0.15	Aviva Transact Morningstar Wealth abrdn Wrap Quilter AJ Bell Investcentre
AJ Bell Active MPS 6	GBP Allocation 80%+ Equity	66.40	16.91	0.15	Aviva Transact Morningstar Wealth abrdn Wrap Quilter AJ Bell Investcentre
AJ Bell Active MPS Income 1	GBP Allocation 40-60% Equity	41.53	10.81	0.15	Aviva Transact Morningstar Wealth abrdn Wrap Quilter AJ Bell Investcentre
AJ Bell Active MPS Income 2	GBP Allocation 80%+ Equity	62.63	13.93	0.15	Aviva Transact Morningstar Wealth abrdn Wrap Quilter AJ Bell Investcentre
AJ Bell Passive MPS 1	GBP Allocation 20-40% Equity	22.99	8.03	0.15	Aviva Transact Morningstar Wealth abrdn Wrap Quilter AJ Bell Investcentre
AJ Bell Passive MPS 2	GBP Allocation 40-60% Equity	31.71	10.23	0.15	Aviva Transact Morningstar Wealth abrdn Wrap Quilter AJ Bell Investcentre
AJ Bell Passive MPS 3	GBP Allocation 60-80% Equity	42.05	11.92	0.15	Aviva Transact Morningstar Wealth abrdn Wrap Quilter AJ Bell Investcentre
AJ Bell Passive MPS 4	GBP Allocation 60-80% Equity	53.10	13.95	0.15	Aviva Transact Morningstar Wealth abrdn Wrap Quilter AJ Bell Investcentre
AJ Bell Passive MPS 5	GBP Allocation 80%+ Equity	61.34	16.16	0.15	Aviva Transact Morningstar Wealth abrdn Wrap Quilter AJ Bell Investcentre
AJ Bell Passive MPS 6	GBP Allocation 80%+ Equity	65.70	16.31	0.15	Aviva Transact Morningstar Wealth abrdn Wrap Quilter AJ Bell Investcentre
AJ Bell Passive MPS Income 1	GBP Allocation 40-60% Equity	43.28	11.04	0.15	Aviva Transact Morningstar Wealth abrdn Wrap Quilter AJ Bell Investcentre
AJ Bell Passive MPS Income 2	GBP Allocation 80%+ Equity	59.18	15.10	0.15	Aviva Transact Morningstar Wealth abrdn Wrap Quilter AJ Bell Investcentre
AJ Bell Responsible MPS 1	GBP Allocation 20-40% Equity	24.74	7.14	0.15	Aviva Transact Morningstar Wealth abrdn Wrap Quilter AJ Bell Investcentre
AJ Bell Responsible MPS 2	GBP Allocation 40-60% Equity	33.40	8.72	0.15	Aviva Transact Morningstar Wealth abrdn Wrap Quilter AJ Bell Investcentre
AJ Bell Responsible MPS 3	GBP Allocation 60-80% Equity	44.87	9.88	0.15	Aviva Transact Morningstar Wealth abrdn Wrap Quilter AJ Bell Investcentre

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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