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 Responsible MPS 4	GBP Allocation 60-80% Equity	56.98	11.35	0.15	Aviva Transact Morningstar Wealth abrdn Wrap Quilter AJ Bell Investcentre
AJ Bell Responsible MPS 5	GBP Allocation 80%+ Equity	64.79	12.84	0.15	Aviva Transact Morningstar Wealth abrdn Wrap Quilter AJ Bell Investcentre
AJ Bell Responsible MPS 6	GBP Allocation 80%+ Equity	66.33	12.85	0.15	Aviva Transact Morningstar Wealth abrdn Wrap Quilter AJ Bell Investcentre
Alpha Beta AB1 Core	GBP Allocation 20-40% Equity	24.02	9.11	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	30.26	10.36	0.20	Fundment Aviva Transact Scottish Widows Wealthtime Fidelity Adviser Solutions Aegon ARC abrdn Wrap Quilter
Alpha Beta AB3 Core	GBP Allocation 40-60% Equity	37.66	11.50	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	51.24	12.99	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	59.36	14.38	0.20	Fundment Aviva Transact Scottish Widows Wealthtime Fidelity Adviser Solutions Aegon ARC abrdn Wrap Quilter
Alpha Beta AB6 Core	GBP Allocation 80%+ Equity	66.29	15.27	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	68.16	15.50	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	45.01	12.22	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	57.32	13.51	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	27.11	8.61	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	32.50	10.17	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	62.95	14.60	0.25	Fundment Aviva Transact Scottish Widows Wealthtime Fidelity Adviser Solutions Aegon ARC abrdn Wrap Quilter
Aristo Capital - Growth Focus 35	GBP Allocation 20-40% Equity	30.30		0.30	Fundment Transact
Aristo Capital - Growth Focus 50	GBP Allocation 40-60% Equity	43.16		0.30	Fundment Transact
Aristo Capital - Growth Focus 60	GBP Allocation 60-80% Equity	58.77		0.30	Fundment Transact
Aristo Capital - Growth Focus 80	GBP Allocation 80%+ Equity	70.49		0.30	Fundment Transact
Aristo Capital - Natural Income 35	GBP Allocation 20-40% Equity	28.53		0.30	Fundment Transact

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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