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 Responsible MPS 4	2026-04-20 00:00:00	15	78.21	17.20	3.84	0.74
AJ Bell Responsible MPS 5	2026-04-20 00:00:00	11	90.30	7.35	1.51	0.85
AJ Bell Responsible MPS 6	2026-04-20 00:00:00	9	95.69	1.96	1.40	0.95
Alpha Beta AB1 Core	2025-09-11 00:00:00	22	41.17	49.30	9.18	0.34
Alpha Beta AB2 Core	2025-09-11 00:00:00	22	52.70	38.59	8.34	0.38
Alpha Beta AB3 Core	2025-09-11 00:00:00	22	62.43	29.11	8.08	0.38
Alpha Beta AB4 Core	2025-09-11 00:00:00	22	72.85	19.98	6.75	0.42
Alpha Beta AB5 Core	2025-09-11 00:00:00	22	84.08	10.69	4.79	0.44
Alpha Beta AB6 Core	2025-09-11 00:00:00	16	94.23	3.07	2.26	0.44
Alpha Beta Core Plus Adventurous	2025-11-09 00:00:00	23	94.75	2.47	2.37	0.42
Alpha Beta Core Plus Balanced	2025-11-09 00:00:00	31	70.71	24.49	4.40	0.40
Alpha Beta Core Plus Balanced Growth	2025-11-09 00:00:00	30	80.45	16.11	3.02	0.42
Alpha Beta Core Plus Cautious	2025-11-09 00:00:00	29	49.65	43.57	6.20	0.57
Alpha Beta Core Plus Cautious Balanced	2025-11-09 00:00:00	30	60.68	33.83	4.98	0.51
Alpha Beta Core Plus Growth	2025-11-09 00:00:00	30	85.98	9.57	4.01	0.43
Aristo Capital - Growth Focus 35	2026-04-10 00:00:00	16	37.97	48.24	6.83	6.97
Aristo Capital - Growth Focus 50	2026-04-10 00:00:00	17	49.87	30.18	7.11	12.84
Aristo Capital - Growth Focus 60	2026-04-10 00:00:00	19	63.49	22.04	3.81	10.66
Aristo Capital - Growth Focus 80	2026-04-10 00:00:00	19	80.14	9.58	4.74	5.55
Aristo Capital - Natural Income 35	2026-06-11 00:00:00	20	57.07	33.30	0.01	9.62

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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