Morningstar - Managed portfolio tool

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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
Aspen Conservative Multi-Strategy	GBP Allocation 40-60% Equity			0.15	abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre Aviva Nucleus 7IM Parmenion Wealthtime Morningstar Wealth Aegon ARC Fundment
Aspen Conservative Passive Plus	GBP Allocation 20-40% Equity	29.97	7.67	0.20	abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre Aviva Nucleus 7IM Parmenion Wealthtime Morningstar Wealth Aegon ARC Fundment
Aspen Conservative Sustainable Portfolio	GBP Allocation 20-40% Equity	27.11		0.30	abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre Aviva Nucleus 7IM Parmenion Wealthtime Morningstar Wealth Aegon ARC Fundment
Aspen Defensive Core Portfolio	GBP Allocation 0-20% Equity	21.06	5.52	0.30	abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre Aviva Nucleus 7IM Parmenion Wealthtime Morningstar Wealth Aegon ARC Fundment
Aspen Defensive Income Portfolio	GBP Allocation 0-20% Equity	21.00	5.50	0.30	abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre Aviva Nucleus 7IM Parmenion Wealthtime Morningstar Wealth Aegon ARC Fundment
Aspen Defensive Multi-Strategy Portfolio	GBP Allocation 20-40% Equity			0.15	abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre Aviva Nucleus 7IM Parmenion Wealthtime Morningstar Wealth Aegon ARC Fundment
Aspen Defensive Passive Plus Portfolio	GBP Allocation 0-20% Equity	21.32	5.95	0.20	abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre Aviva Nucleus 7IM Parmenion Wealthtime Morningstar Wealth Aegon ARC Fundment
Aspen Defensive Sustainable Portfolio	GBP Allocation 0-20% Equity	19.02		0.30	abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre Aviva Nucleus 7IM Parmenion Wealthtime Morningstar Wealth Aegon ARC Fundment
Aspen Equity Focus Core Portfolio	GBP Allocation 80%+ Equity	57.57	11.02	0.30	abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre Aviva Nucleus 7IM Parmenion Wealthtime Morningstar Wealth Aegon ARC Fundment
Aspen Equity Focus Income Portfolio	GBP Allocation 80%+ Equity	50.57	9.24	0.30	abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre Aviva Nucleus 7IM Parmenion Wealthtime Morningstar Wealth Aegon ARC Fundment
Aspen Equity Focus Multi- Strategy	Global Large-Cap Blend Equity			0.15	abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre Aviva Nucleus 7IM Parmenion Wealthtime Morningstar Wealth Aegon ARC Fundment
Aspen Equity Focus Passive Plus	Global Large-Cap Blend Equity		12.83	0.20	abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre Aviva Nucleus 7IM Parmenion Wealthtime Morningstar Wealth Aegon ARC Fundment
Aspen Equity Focus Sustainable Portfolio	Global Large-Cap Blend Equity			0.30	abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre Aviva Nucleus 7IM Parmenion Wealthtime Morningstar Wealth Aegon ARC Fundment
Aspen Four Seasons Portfolio	GBP Allocation 20-40% Equity			0.30	abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre Aviva Nucleus 7IM Parmenion Wealthtime Morningstar Wealth Aegon ARC Fundment
Aspen Global Megatrends Portfolio	Global Large-Cap Growth Equity		11.47	0.30	abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre Aviva Nucleus 7IM Parmenion Wealthtime Morningstar Wealth Aegon ARC Fundment
Aspen Growth Core Portfolio	GBP Allocation 60-80% Equity	48.75	9.79	0.30	abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre Aviva Nucleus 7IM Parmenion Wealthtime Morningstar Wealth Aegon ARC Fundment
Aspen Growth Income Portfolio	GBP Allocation 60-80% Equity	42.93	8.34	0.30	abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre Aviva Nucleus 7IM Parmenion Wealthtime Morningstar Wealth Aegon ARC Fundment
Aspen Growth Multi-Strategy Portfolio	GBP Allocation 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 Growth Passive Plus Portfolio	GBP Allocation 60-80% Equity	50.63	11.15	0.20	abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre Aviva Nucleus 7IM Parmenion Wealthtime Morningstar Wealth Aegon ARC Fundment
Aspen Growth Sustainable Portfolio	GBP Allocation 60-80% Equity	49.47		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.

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