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
Aspen Defensive Income Portfolio	2026-05-21 00:00:00	22	20.41	76.71	2.44	0.44
Aspen Defensive Multi-Strategy Portfolio	2025-02-06 00:00:00	5	22.97	61.40	14.07	1.57
Aspen Defensive Passive Plus Portfolio	2026-05-21 00:00:00	16	19.82	77.97	2.04	0.17
Aspen Defensive Sustainable Portfolio	2026-05-21 00:00:00	20	19.80	78.26	1.58	0.36
Aspen Equity Focus Core Portfolio	2026-05-21 00:00:00	17	93.59	1.93	3.67	0.80
Aspen Equity Focus Income Portfolio	2026-05-21 00:00:00	15	95.36	0.02	4.02	0.60
Aspen Equity Focus Multi- Strategy	2025-02-06 00:00:00	5	96.04	1.14	2.14	0.68
Aspen Equity Focus Passive Plus	2026-05-21 00:00:00	11	97.79	0.01	1.52	0.69
Aspen Equity Focus Sustainable Portfolio	2026-05-21 00:00:00	13	97.49	0.10	2.31	0.10
Aspen Four Seasons Portfolio	2026-06-29 00:00:00	24	30.44	61.32	6.39	1.84
Aspen Global Megatrends Portfolio	2026-05-21 00:00:00	10	87.58	0.01	2.91	9.50
Aspen Growth Core Portfolio	2026-05-21 00:00:00	26	75.97	20.07	3.24	0.73
Aspen Growth Income Portfolio	2026-05-21 00:00:00	25	77.64	18.10	3.69	0.56
Aspen Growth Multi-Strategy Portfolio	2025-02-06 00:00:00	5	79.48	18.73	0.36	1.43
Aspen Growth Passive Plus Portfolio	2026-05-21 00:00:00	18	79.39	18.38	1.64	0.60
Aspen Growth Sustainable Portfolio	2026-05-21 00:00:00	22	79.17	18.43	2.22	0.18
Aspen High Income Portfolio	2026-02-19 00:00:00	10	46.26	54.66	-1.50	0.58
Aspen Smaller Companies Portfolio	2026-05-21 00:00:00	9	97.57	0	2.39	0.04
ASPIM ESG 10	2026-05-06 00:00:00	10	94.29	3.85	1.71	0.15
ASPIM ESG 2	2026-05-06 00:00:00	13	32.55	65.26	1.56	0.64

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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