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
Alpha Beta AB3 Core	GBP Allocation 40-60% Equity	43.42	8.78	0.20	Fundment Aviva Transact Scottish Widows Wealthtime Fidelity Adviser Solutions Aegon ARC abrdn Wrap Quilter
Alpha Beta AB4 Core	GBP Allocation 60-80% Equity	51.32	10.24	0.20	Fundment Aviva Transact Scottish Widows Wealthtime Fidelity Adviser Solutions Aegon ARC abrdn Wrap Quilter
Alpha Beta AB5 Core	GBP Allocation 60-80% Equity	57.20	11.23	0.20	Fundment Aviva Transact Scottish Widows Wealthtime Fidelity Adviser Solutions Aegon ARC abrdn Wrap Quilter
Alpha Beta AB6 Core	GBP Allocation 80%+ Equity	62.20	11.51	0.20	Fundment Aviva Transact Scottish Widows Wealthtime Fidelity Adviser Solutions Aegon ARC abrdn Wrap Quilter
Alpha Beta Core Plus Adventurous	GBP Allocation 80%+ Equity	65.85	11.37	0.25	Fundment Aviva Transact Scottish Widows Wealthtime Fidelity Adviser Solutions Aegon ARC abrdn Wrap Quilter
Alpha Beta Core Plus Balanced	GBP Allocation 60-80% Equity	50.49	9.33	0.25	Fundment Aviva Transact Scottish Widows Wealthtime Fidelity Adviser Solutions Aegon ARC abrdn Wrap Quilter
Alpha Beta Core Plus Balanced Growth	GBP Allocation 60-80% Equity	56.35	10.44	0.25	Fundment Aviva Transact Scottish Widows Wealthtime Fidelity Adviser Solutions Aegon ARC abrdn Wrap Quilter
Alpha Beta Core Plus Cautious	GBP Allocation 40-60% Equity	31.70	6.39	0.25	Fundment Aviva Transact Scottish Widows Wealthtime Fidelity Adviser Solutions Aegon ARC abrdn Wrap Quilter
Alpha Beta Core Plus Cautious Balanced	GBP Allocation 40-60% Equity	39.00	7.50	0.25	Fundment Aviva Transact Scottish Widows Wealthtime Fidelity Adviser Solutions Aegon ARC abrdn Wrap Quilter
Alpha Beta Core Plus Growth	GBP Allocation 80%+ Equity	60.59	10.94	0.25	Fundment Aviva Transact Scottish Widows Wealthtime Fidelity Adviser Solutions Aegon ARC abrdn Wrap Quilter
Aspen Balanced Core Portfolio	GBP Allocation 40-60% Equity	39.23	8.53	0.30	Fundment Aviva Transact Morningstar Wealth Wealthtime Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus Parmenion Quilter AJ Bell Investcentre
Aspen Balanced Income Portfolio	GBP Allocation 40-60% Equity	36.15	7.34	0.30	Fundment Aviva Transact Morningstar Wealth Wealthtime Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus Parmenion Quilter AJ Bell Investcentre
Aspen Balanced Multi-Strategy Portfolio	GBP Allocation 60-80% Equity			0.15	Fundment Aviva Transact Morningstar Wealth Wealthtime Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus Parmenion Quilter AJ Bell Investcentre
Aspen Balanced Passive Plus Portfolio	GBP Allocation 40-60% Equity	39.67	9.07	0.20	Fundment Aviva Transact Morningstar Wealth Wealthtime Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus Parmenion Quilter AJ Bell Investcentre
Aspen Balanced Sustainable Portfolio	GBP Allocation 40-60% Equity	39.21	6.87	0.30	Fundment Aviva Transact Morningstar Wealth Wealthtime Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus Parmenion Quilter AJ Bell Investcentre
Aspen Capital Preservation Portfolio	GBP Allocation 0-20% Equity	13.91	4.36	0.30	Fundment Aviva Transact Morningstar Wealth Wealthtime Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus Parmenion Quilter AJ Bell Investcentre
Aspen Cash Plus Portfolio	GBP Money Market - Short Term	3.08	4.59	0.20	Fundment Aviva Transact Morningstar Wealth Wealthtime Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus Parmenion Quilter AJ Bell Investcentre
Aspen Conservative Core Portfolio	GBP Allocation 20-40% Equity	29.58	6.78	0.30	Fundment Aviva Transact Morningstar Wealth Wealthtime Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus Parmenion Quilter AJ Bell Investcentre
Aspen Conservative Income Portfolio	GBP Allocation 20-40% Equity	28.24	6.37	0.30	Fundment Aviva Transact Morningstar Wealth Wealthtime Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus Parmenion Quilter AJ Bell Investcentre
Aspen Conservative Multi-Strategy	GBP Allocation 40-60% Equity			0.15	Fundment Aviva Transact Morningstar Wealth Wealthtime Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus Parmenion 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

The following pages are intended for firms and individuals who are authorised by the Financial Conduct Authority to provide advice and investment services to UK clients. The information within this site must not be distributed or otherwise made available to retail clients, nor relied upon by retail clients.