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 %
Aberdeen Sustainable Index MPS 4	56.75	GBP Allocation 60-80% Equity	8.72
Aberdeen Sustainable Index MPS 5	64.32	GBP Allocation 80%+ Equity	9.93
Aberdeen Sustainable MPS 1	24.00	GBP Allocation 20-40% Equity	5.43
Aberdeen Sustainable MPS 2	34.64	GBP Allocation 40-60% Equity	6.94
Aberdeen Sustainable MPS 3	49.89	GBP Allocation 60-80% Equity	8.25
Aberdeen Sustainable MPS 4	60.86	GBP Allocation 60-80% Equity	9.64
Aberdeen Sustainable MPS 5	69.12	GBP Allocation 80%+ Equity	11.02
AES Platform Model 10	69.49	Global Large-Cap Growth Equity	11.86
AES Platform Model 2	14.23	GBP Allocation 0-20% Equity	3.61
AES Platform Model 3	21.39	GBP Allocation 20-40% Equity	4.27
AES Platform Model 4	31.85	GBP Allocation 40-60% Equity	6.53
AES Platform Model 5	40.40	GBP Allocation 40-60% Equity	7.73
AES Platform Model 6	55.11	GBP Allocation 60-80% Equity	8.47
AES Platform Model 7	63.24	GBP Allocation 60-80% Equity	9.23
AES Platform Model 8	63.14	GBP Allocation 80%+ Equity	10.34
AJ Bell 'Pactive' MPS 1	22.17	GBP Allocation 20-40% Equity	4.65
AJ Bell 'Pactive' MPS 2	30.31	GBP Allocation 40-60% Equity	5.97
AJ Bell 'Pactive' MPS 3	38.65	GBP Allocation 60-80% Equity	6.87
AJ Bell 'Pactive' MPS 4	54.43	GBP Allocation 60-80% Equity	8.15
AJ Bell 'Pactive' MPS 5	62.60	GBP Allocation 80%+ Equity	9.07

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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