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: 31/08/2026

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
Aristo Capital - Natural Income 50	GBP Allocation 40-60% Equity	46.57		0.30	Fundment Transact
Aristo Capital - Natural Income 60	GBP Allocation 60-80% Equity	49.04		0.30	Fundment Transact
Aristo Capital - Natural Income 80	GBP Allocation 80%+ Equity	68.88		0.30	Fundment Transact
Aristo Capital - Yield Focus 20	GBP Allocation 0-20% Equity	18.04		0.30	Fundment Transact
Aristo Capital - Yield Focus 35	GBP Allocation 20-40% Equity	33.66		0.30	Fundment Transact
Aristo Capital - Yield Focus 50	GBP Allocation 40-60% Equity	45.83		0.30	Fundment Transact
Aristo Capital - Yield Focus 80	GBP Allocation 60-80% Equity	65.14		0.30	Fundment Transact
Aristo Planet - Growth Focus 35	GBP Allocation 20-40% Equity			0.30	Fundment Transact
Aristo Planet - Growth Focus 50	GBP Allocation 40-60% Equity			0.30	Fundment Transact
Aristo Planet - Growth Focus 60	GBP Allocation 60-80% Equity			0.30	Fundment Transact
Aristo Planet - Growth Focus 80	GBP Allocation 60-80% Equity	63.06		0.30	Fundment Transact
Aristo Planet - Natural Income 35	GBP Allocation 20-40% Equity			0.30	Fundment Transact
Aristo Planet - Natural Income 50	GBP Allocation 40-60% Equity			0.30	Fundment Transact
Aristo Planet - Natural Income 60	GBP Allocation 40-60% Equity			0.30	Fundment Transact
Aristo Planet - Natural Income 80	GBP Allocation 60-80% Equity	63.83		0.30	Fundment Transact
Aspen Balanced Core Portfolio	GBP Allocation 40-60% Equity	33.34	11.23	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	34.05	9.69	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	33.96	11.16	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	35.27	9.80	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.

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.