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 %
7IM Responsible Choice Adventurous	65.47	GBP Allocation 80%+ Equity	10.32
7IM Responsible Choice Balanced	45.80	GBP Allocation 40-60% Equity	8.58
7IM Responsible Choice Cautious	26.71	GBP Allocation 0-20% Equity	7.29
7IM Responsible Choice Mod Adventurous	55.57	GBP Allocation 60-80% Equity	9.3
7IM Responsible Choice Mod Cautious	35.66	GBP Allocation 20-40% Equity	7.63
8AM AQ Classic 3	22.99	GBP Allocation 20-40% Equity	5.03
8AM AQ Classic 4	34.06	GBP Allocation 40-60% Equity	6.01
8AM AQ Classic 5	42.82	GBP Allocation 40-60% Equity	6.66
8AM AQ Classic 6	51.72	GBP Allocation 60-80% Equity	7.55
8AM AQ Classic 7	58.87	GBP Allocation 80%+ Equity	8.56
8AM AQ Classic 8		Global Large-Cap Blend Equity	10.06
8AM AQ Sustainable 3	28.30	GBP Allocation 20-40% Equity	6.78
8AM AQ Sustainable 4	36.82	GBP Allocation 40-60% Equity	7.79
8AM AQ Sustainable 5	43.10	GBP Allocation 40-60% Equity	8.46
8AM AQ Sustainable 6	50.86	GBP Allocation 60-80% Equity	9.13
8AM AQ Sustainable 7	62.07	GBP Allocation 80%+ Equity	10.27
8AM Legacy AQ Classic 3	25.09	GBP Allocation 20-40% Equity	5.03
8AM Legacy AQ Classic 4	35.37	GBP Allocation 40-60% Equity	6.02
8AM Legacy AQ Classic 5	44.77	GBP Allocation 40-60% Equity	6.66
8AM Legacy AQ Classic 6	53.69	GBP Allocation 60-80% Equity	7.55

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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