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: 31/07/2026

Overview Performance Fees Portfolio Risk Sustainability Product involvement


Aspen Capital Preservation Portfolio	1.59	0.69	4.33	5.32
Aspen Cash Plus Portfolio	2.09	1.79	3.76	4.53
Aspen Conservative Core Portfolio	5.44	3.94	10.29	8.19
Aspen Conservative Income Portfolio	4.81	3.73	8.57	7.84
Aspen Conservative Multi-Strategy	4.75	3.67	9.23
Aspen Conservative Passive Plus	4.37	3.34	8.51	8.21
Aspen Conservative Sustainable Portfolio	5.06	3.72	9.69	7.34
Aspen Defensive Core Portfolio	3.14	2.14	6.66	6.10
Aspen Defensive Income Portfolio	2.93	2.14	5.94	6.26
Aspen Defensive Multi-Strategy Portfolio	2.48	1.68	5.99
Aspen Defensive Passive Plus Portfolio	2.41	1.73	5.45	5.98
Aspen Defensive Sustainable Portfolio	2.66	1.84	5.92	5.49
Aspen Equity Focus Core Portfolio	12.14	9.13	21.30	14.38
Aspen Equity Focus Income Portfolio	10.28	8.16	16.12	11.98
Aspen Equity Focus Multi- Strategy	12.02	9.79	20.64
Aspen Equity Focus Passive Plus	10.17	8.11	17.89	14.78
Aspen Equity Focus Sustainable Portfolio	11.9	9.17	20.57	12.08
Aspen Four Seasons Portfolio	5.02	3.00	11.20
Aspen Global Megatrends Portfolio	18.34	14.57	31.55	16.45
Aspen Growth Core Portfolio	10.11	7.56	17.91	12.52

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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