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 Conservative	24.45	GBP Allocation 20-40% Equity	6.21
7IM Responsible Choice Dynamic	58.74	GBP Allocation 60-80% Equity	8.74
7IM Responsible Choice Growth	60.49	GBP Allocation 80%+ Equity	9.84
7IM Responsible Choice Mod Adventurous	59.43	GBP Allocation 60-80% Equity	9.28
7IM Responsible Choice Mod Cautious	29.64	GBP Allocation 20-40% Equity	6.64
7IM Responsible Choice Moderate	30.57	GBP Allocation 40-60% Equity	6.91
8AM AQ Classic 3	21.15	GBP Allocation 20-40% Equity	4.54
8AM AQ Classic 4	29.46	GBP Allocation 40-60% Equity	5.81
8AM AQ Classic 5	39.35	GBP Allocation 40-60% Equity	7.29
8AM AQ Classic 6	56.97	GBP Allocation 60-80% Equity	8.63
8AM AQ Classic 7	64.77	GBP Allocation 80%+ Equity	9.95
8AM AQ Classic 8	71.96	Global Large-Cap Blend Equity	11.99
8AM AQ Global 100	73.71	Global Large-Cap Blend Equity
8AM AQ Global 60	44.21	GBP Allocation 60-80% Equity
8AM AQ Global 80	63.71	GBP Allocation 80%+ Equity
8AM AQ Sustainable 3	24.18	GBP Allocation 20-40% Equity	5.06
8AM AQ Sustainable 4	32.41	GBP Allocation 40-60% Equity	6.54
8AM AQ Sustainable 5	44.58	GBP Allocation 40-60% Equity	8.18
8AM AQ Sustainable 6	52.62	GBP Allocation 60-80% Equity	9.63
8AM AQ Sustainable 7	64.63	GBP Allocation 80%+ Equity	11.14

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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