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 %
8AM Legacy AQ Classic 7	60.98	GBP Allocation 80%+ Equity	8.56
8AM Legacy AQ Classic 8		Global Large-Cap Blend Equity	10.06
Aberdeen Index MPS 1	23.20	GBP Allocation 20-40% Equity	6.2
Aberdeen Index MPS 2	33.15	GBP Allocation 40-60% Equity	6.86
Aberdeen Index MPS 3	43.21	GBP Allocation 60-80% Equity	7.49
Aberdeen Index MPS 4	51.35	GBP Allocation 60-80% Equity	8.39
Aberdeen Index MPS 5	55.47	GBP Allocation 80%+ Equity	8.89
Aberdeen Money Market MPS		GBP Money Market
Aberdeen MPS 1	27.48	GBP Allocation 20-40% Equity	6.56
Aberdeen MPS 2	37.30	GBP Allocation 40-60% Equity	7.38
Aberdeen MPS 3	46.38	GBP Allocation 60-80% Equity	8.35
Aberdeen MPS 4	55.09	GBP Allocation 60-80% Equity	8.99
Aberdeen MPS 5	62.18	GBP Allocation 80%+ Equity	9.99
Aberdeen Sustainable Index MPS 1	22.51	GBP Allocation 20-40% Equity
Aberdeen Sustainable Index MPS 2	32.57	GBP Allocation 40-60% Equity
Aberdeen Sustainable Index MPS 3	42.30	GBP Allocation 60-80% Equity
Aberdeen Sustainable Index MPS 4	48.32	GBP Allocation 60-80% Equity
Aberdeen Sustainable Index MPS 5	56.97	GBP Allocation 80%+ Equity
Aberdeen Sustainable MPS 1	25.50	GBP Allocation 20-40% Equity	6.97
Aberdeen Sustainable MPS 2	40.05	GBP Allocation 40-60% Equity	8.12

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Equally if you are a Management firm and would like to list your products, email us at mpdbonboarding@morningstar.com

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