Morningstar - Managed portfolio tool

Investment provider Strategy Morningstar category Platform availability Max. Discretionary Management Fee

Morningstar Portfolio Risk Score™ Morningstar Sustainability Rating™

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Latest Portfolio Transaction Date
abrdn Sustainable MPS 3	11/03/2025	23	60.42	35.94	2.08	1.56
abrdn Sustainable MPS 4	11/03/2025	20	78.29	18.37	2.44	0.90
abrdn Sustainable MPS 5	11/03/2025	12	94.92	2.62	2.18	0.28
AES Platform Model 10	01/10/2024	19	90.35	4.77	4.38	0.50
AES Platform Model 2	01/10/2024	24	18.99	55.89	22.79	2.34
AES Platform Model 3	01/10/2024	24	25.28	51.35	21.20	2.17
AES Platform Model 4	01/10/2024	29	44.19	40.22	13.62	1.97
AES Platform Model 5	01/10/2024	29	55.57	31.42	11.30	1.70
AES Platform Model 6	01/10/2024	27	64.00	21.88	13.10	1.02
AES Platform Model 7	01/10/2024	24	75.47	14.73	8.86	0.94
AES Platform Model 8	01/10/2024	23	78.32	12.93	7.89	0.86
AJ Bell 'Pactive' MPS 1	20/01/2025	19	25.00	56.32	18.11	0.57
AJ Bell 'Pactive' MPS 2	20/01/2025	22	46.66	41.13	11.40	0.81
AJ Bell 'Pactive' MPS 3	20/01/2025	20	60.55	31.73	6.79	0.93
AJ Bell 'Pactive' MPS 4	20/01/2025	19	77.28	17.63	4.04	1.05
AJ Bell 'Pactive' MPS 5	20/01/2025	17	88.18	7.79	2.88	1.15
AJ Bell 'Pactive' MPS 6	20/01/2025	16	96.34	0.07	2.36	1.23
AJ Bell Active MPS 1	20/01/2025	18	25.02	55.98	18.33	0.66
AJ Bell Active MPS 2	20/01/2025	21	46.36	41.08	11.80	0.76
AJ Bell Active MPS 3	20/01/2025	19	60.03	31.59	7.50	0.89

The Portfolio Holdings date represents the latest stated transactional positions. Providers confirm their position quarterly at a minimum, for further information please view The Morningstar Attestation & Understanding document.

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.