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


AJ Bell Responsible MPS 4	10.67	6.08	16.96	11.60	5.65
AJ Bell Responsible MPS 5	12.74	6.82	19.73	13.09	6.84
AJ Bell Responsible MPS 6	13.39	6.51	21.01	13.36	6.33
Alpha Beta AB1 Core	7.12	2.07	12.34	9.50	4.13
Alpha Beta AB2 Core	8.64	3.05	14.72	11.01	4.79
Alpha Beta AB3 Core	9.8	3.83	16.55	12.27	5.67
Alpha Beta AB4 Core	11.26	4.52	18.86	13.84	7.58
Alpha Beta AB5 Core	12.77	5.36	21.12	15.30	8.35
Alpha Beta AB6 Core	13.92	6.18	22.83	16.37	8.90
Alpha Beta Core Plus Adventurous	15.61	6.98	25.05	16.58	8.80
Alpha Beta Core Plus Balanced	11.77	5.14	19.15	12.99	6.37
Alpha Beta Core Plus Balanced Growth	13.27	5.78	21.57	14.35	7.98
Alpha Beta Core Plus Cautious	7.42	2.31	13.41	9.13	4.12
Alpha Beta Core Plus Cautious Balanced	9.39	3.74	16.07	10.79	4.94
Alpha Beta Core Plus Growth	14.41	6.24	23.33	15.52	8.28
Aristo Capital - Growth Focus 35	6.28	2.33	10.20
Aristo Capital - Growth Focus 50	10.26	4.70	15.87
Aristo Capital - Growth Focus 60	9.76	4.38	15.34
Aristo Capital - Growth Focus 80	12.73	6.03	18.46
Aristo Capital - Natural Income 35	7.27	2.01	13.17

Calculation Basis GBP, Net of DFM & Underlying Asset Management Fees
The performance data illustrated is of a representative portfolio, not a platform or investor specific returns.

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