Morningstar - Managed portfolio tool

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Morningstar Portfolio Risk Score™ Morningstar Sustainability Rating™

Holdings based return calculated up-to: 30/04/2026

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
Aspen Conservative Passive Plus	GBP Allocation 20-40% Equity	28.74	7.92	0.20	Fundment Aviva Transact Morningstar Wealth Wealthtime Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus Parmenion Quilter AJ Bell Investcentre
Aspen Conservative Sustainable Portfolio	GBP Allocation 20-40% Equity	28.70	6.79	0.30	Fundment Aviva Transact Morningstar Wealth Wealthtime Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus Parmenion Quilter AJ Bell Investcentre
Aspen Defensive Core Portfolio	GBP Allocation 0-20% Equity	19.86	5.59	0.30	Fundment Aviva Transact Morningstar Wealth Wealthtime Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus Parmenion Quilter AJ Bell Investcentre
Aspen Defensive Income Portfolio	GBP Allocation 0-20% Equity	20.95	5.55	0.30	Fundment Aviva Transact Morningstar Wealth Wealthtime Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus Parmenion Quilter AJ Bell Investcentre
Aspen Defensive Multi-Strategy Portfolio	GBP Allocation 20-40% Equity			0.15	Fundment Aviva Transact Morningstar Wealth Wealthtime Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus Parmenion Quilter AJ Bell Investcentre
Aspen Defensive Passive Plus Portfolio	GBP Allocation 0-20% Equity	19.87	5.73	0.20	Fundment Aviva Transact Morningstar Wealth Wealthtime Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus Parmenion Quilter AJ Bell Investcentre
Aspen Defensive Sustainable Portfolio	GBP Allocation 0-20% Equity	19.45	5.11	0.30	Fundment Aviva Transact Morningstar Wealth Wealthtime Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus Parmenion Quilter AJ Bell Investcentre
Aspen Equity Focus Core Portfolio	GBP Allocation 80%+ Equity	57.66	13.53	0.30	Fundment Aviva Transact Morningstar Wealth Wealthtime Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus Parmenion Quilter AJ Bell Investcentre
Aspen Equity Focus Income Portfolio	GBP Allocation 80%+ Equity	53.54	10.56	0.30	Fundment Aviva Transact Morningstar Wealth Wealthtime Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus Parmenion Quilter AJ Bell Investcentre
Aspen Equity Focus Multi- Strategy	Global Large-Cap Blend Equity			0.15	Fundment Aviva Transact Morningstar Wealth Wealthtime Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus Parmenion Quilter AJ Bell Investcentre
Aspen Equity Focus Passive Plus	Global Large-Cap Blend Equity	60.31	14.39	0.20	Fundment Aviva Transact Morningstar Wealth Wealthtime Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus Parmenion Quilter AJ Bell Investcentre
Aspen Equity Focus Sustainable Portfolio	Global Large-Cap Blend Equity		11.12	0.30	Fundment Aviva Transact Morningstar Wealth Wealthtime Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus Parmenion Quilter AJ Bell Investcentre
Aspen Four Seasons Portfolio	GBP Allocation 20-40% Equity			0.30	Fundment Aviva Transact Morningstar Wealth Wealthtime Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus Parmenion Quilter AJ Bell Investcentre
Aspen Global Megatrends Portfolio	Global Large-Cap Growth Equity		16.31	0.30	Fundment Aviva Transact Morningstar Wealth Wealthtime Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus Parmenion Quilter AJ Bell Investcentre
Aspen Growth Core Portfolio	GBP Allocation 60-80% Equity	47.94	11.70	0.30	Fundment Aviva Transact Morningstar Wealth Wealthtime Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus Parmenion Quilter AJ Bell Investcentre
Aspen Growth Income Portfolio	GBP Allocation 60-80% Equity	45.14	9.18	0.30	Fundment Aviva Transact Morningstar Wealth Wealthtime Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus Parmenion Quilter AJ Bell Investcentre
Aspen Growth Multi-Strategy Portfolio	GBP Allocation 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 Growth Passive Plus Portfolio	GBP Allocation 60-80% Equity	50.03	12.26	0.20	Fundment Aviva Transact Morningstar Wealth Wealthtime Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus Parmenion Quilter AJ Bell Investcentre
Aspen Growth Sustainable Portfolio	GBP Allocation 60-80% Equity	53.25	9.63	0.30	Fundment Aviva Transact Morningstar Wealth Wealthtime Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus Parmenion Quilter AJ Bell Investcentre
Aspen High Income Portfolio	GBP Allocation 40-60% Equity	32.23	7.77	0.30	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.

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