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

		Morningstar Category	3yr Std Dev %
Aspen Growth Income Portfolio	52.82	GBP Allocation 60-80% Equity	7.15
Aspen Growth Multi-Strategy Portfolio		GBP Allocation 80%+ Equity
Aspen Growth Passive Plus Portfolio	53.10	GBP Allocation 60-80% Equity	8.13
Aspen Growth Sustainable Portfolio	53.93	GBP Allocation 60-80% Equity	9.26
Aspen High Income Portfolio	33.15	GBP Allocation 40-60% Equity	5.15
Aspen Smaller Companies Portfolio	78.51	Global Small/Mid-Cap Equity	12.77
ASPIM ESG 10	71.25	GBP Allocation 80%+ Equity	11.13
ASPIM ESG 2	24.29	GBP Allocation 20-40% Equity	5.5
ASPIM ESG 3	27.47	GBP Allocation 20-40% Equity	5.85
ASPIM ESG 4	32.49	GBP Allocation 40-60% Equity	6.6
ASPIM ESG 5	37.79	GBP Allocation 40-60% Equity	7.38
ASPIM ESG 6	44.51	GBP Allocation 60-80% Equity	8.03
ASPIM ESG 7	63.87	GBP Allocation 60-80% Equity	9.12
ASPIM ESG 8	63.97	GBP Allocation 80%+ Equity	9.89
ASPIM ESG 9	69.31	GBP Allocation 80%+ Equity	10.59
ASPIM ESG Equity	73.32	Global Large-Cap Growth Equity	11.41
ASPIM Growth 10	66.11	GBP Allocation 80%+ Equity	11.13
ASPIM Growth 2	23.34	GBP Allocation 20-40% Equity	5.14
ASPIM Growth 3	26.67	GBP Allocation 20-40% Equity	5.69
ASPIM Growth 4	31.86	GBP Allocation 40-60% Equity	6.44

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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