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
AJ Bell Active MPS 4	20/10/2025	18	76.22	16.63	6.74	0.41
AJ Bell Active MPS 5	20/10/2025	16	86.80	7.82	4.90	0.48
AJ Bell Active MPS 6	20/10/2025	15	94.59	0.18	4.76	0.47
AJ Bell Active MPS Income 1	20/10/2025	22	61.09	30.84	7.74	0.34
AJ Bell Active MPS Income 2	20/10/2025	20	88.52	7.76	3.27	0.45
AJ Bell Passive MPS 1	20/10/2025	15	25.88	54.76	19.17	0.19
AJ Bell Passive MPS 2	20/10/2025	16	47.76	40.30	11.64	0.30
AJ Bell Passive MPS 3	20/10/2025	16	61.22	31.26	6.69	0.83
AJ Bell Passive MPS 4	20/10/2025	16	78.12	16.88	4.10	0.90
AJ Bell Passive MPS 5	20/10/2025	13	89.04	7.92	2.09	0.94
AJ Bell Passive MPS 6	20/10/2025	11	96.72	0.03	2.03	1.22
AJ Bell Passive MPS Income 1	20/10/2025	16	61.58	31.30	6.75	0.36
AJ Bell Passive MPS Income 2	20/10/2025	13	89.32	7.92	2.28	0.48
AJ Bell Responsible MPS 1	20/10/2025	12	26.13	55.90	17.56	0.40
AJ Bell Responsible MPS 2	20/10/2025	15	46.78	41.12	11.37	0.73
AJ Bell Responsible MPS 3	20/10/2025	15	60.64	31.65	6.85	0.85
AJ Bell Responsible MPS 4	20/10/2025	14	77.41	16.94	4.59	1.07
AJ Bell Responsible MPS 5	20/10/2025	12	88.15	7.86	2.68	1.31
AJ Bell Responsible MPS 6	20/10/2025	10	94.03	1.95	2.62	1.39
Alpha Beta AB1 Core	31/03/2025	23	29.22	47.37	10.68	2.53

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

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