Morningstar - Managed portfolio tool

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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
Aspen Defensive Income Portfolio	GBP Allocation 0-20% Equity	17.50	6.70	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	14.97	6.63	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	13.52	6.21	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	62.60	15.32	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	63.90	12.13	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	63.66	15.95	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	64.40	13.49	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	71.93	18.63	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	51.38	13.37	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	52.81	10.64	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	51.35	13.67	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	52.89	11.78	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	33.09	9.42	0.30	Fundment Aviva Transact Morningstar Wealth Wealthtime Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus Parmenion Quilter AJ Bell Investcentre
Aspen Smaller Companies Portfolio	Global Small/Mid-Cap Equity	79.11	10.93	0.30	Fundment Aviva Transact Morningstar Wealth Wealthtime Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus Parmenion Quilter AJ Bell Investcentre
ASPIM ESG 10	GBP Allocation 80%+ Equity	70.41	9.42	0.25	M&G Wealth Fundment Novia Global Aviva Transact Scottish Widows Hubwise Wealthtime Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Elevate abrdn Wrap Nucleus Parmenion True Potential Quilter
ASPIM ESG 2	GBP Allocation 20-40% Equity	24.62	6.13	0.25	M&G Wealth Fundment Novia Global Aviva Transact Scottish Widows Hubwise Wealthtime Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Elevate abrdn Wrap Nucleus Parmenion True Potential Quilter

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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