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
Aristo Capital - Natural Income 50	2026-06-11 00:00:00	21	65.95	26.14	2.42	5.49
Aristo Capital - Natural Income 60	2026-04-10 00:00:00	20	70.27	25.27	4.04	0.43
Aristo Capital - Natural Income 80	2026-04-10 00:00:00	20	82.29	8.63	2.60	6.47
Aristo Capital - Yield Focus 20	2025-12-15 00:00:00	14	13.57	74.94	2.64	8.85
Aristo Capital - Yield Focus 35	2026-02-09 00:00:00	19	36.92	49.80	7.03	6.26
Aristo Capital - Yield Focus 50	2026-06-11 00:00:00	19	45.62	38.65	0.24	15.49
Aristo Capital - Yield Focus 80	2026-06-11 00:00:00	19	72.79	9.50	1.69	16.02
Aspen Balanced Core Portfolio	2026-05-21 00:00:00	26	56.91	39.73	2.74	0.62
Aspen Balanced Income Portfolio	2026-05-21 00:00:00	25	58.53	37.56	3.39	0.53
Aspen Balanced Multi-Strategy Portfolio	2025-02-06 00:00:00	5	59.98	34.46	2.68	2.88
Aspen Balanced Passive Plus Portfolio	2026-05-21 00:00:00	18	59.50	38.24	1.78	0.47
Aspen Balanced Sustainable Portfolio	2026-05-21 00:00:00	22	59.38	38.33	2.04	0.25
Aspen Capital Preservation Portfolio	2026-02-19 00:00:00	9	8.06	58.53	31.64	1.78
Aspen Cash Plus Portfolio	2026-02-19 00:00:00	7	0	13.57	86.43	0
Aspen Conservative Core Portfolio	2026-05-21 00:00:00	25	37.65	59.49	2.32	0.53
Aspen Conservative Income Portfolio	2026-05-21 00:00:00	23	39.51	57.13	2.87	0.49
Aspen Conservative Multi-Strategy	2025-02-06 00:00:00	5	39.64	49.32	6.56	4.49
Aspen Conservative Passive Plus	2026-05-21 00:00:00	17	39.68	58.11	1.90	0.31
Aspen Conservative Sustainable Portfolio	2026-05-21 00:00:00	21	39.59	58.30	1.82	0.29
Aspen Defensive Core Portfolio	2026-05-21 00:00:00	24	18.88	79.03	1.67	0.42

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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