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 Conservative Multi-Strategy		GBP Allocation 40-60% Equity
Aspen Conservative Passive Plus	29.63	GBP Allocation 20-40% Equity	6.17
Aspen Conservative Sustainable Portfolio	26.86	GBP Allocation 20-40% Equity
Aspen Defensive Core Portfolio	20.97	GBP Allocation 0-20% Equity	5.56
Aspen Defensive Income Portfolio	22.21	GBP Allocation 20-40% Equity	5.13
Aspen Defensive Multi-Strategy Portfolio		GBP Allocation 20-40% Equity
Aspen Defensive Passive Plus Portfolio	23.94	GBP Allocation 40-60% Equity	5.51
Aspen Defensive Sustainable Portfolio	18.83	GBP Allocation 0-20% Equity
Aspen Equity Focus Core Portfolio	58.33	GBP Allocation 80%+ Equity	9.25
Aspen Equity Focus Income Portfolio	52.30	GBP Allocation 80%+ Equity	8.5
Aspen Equity Focus Multi- Strategy		Global Large-Cap Blend Equity
Aspen Equity Focus Passive Plus		Global Large-Cap Blend Equity	9.18
Aspen Equity Focus Sustainable Portfolio		Global Large-Cap Blend Equity
Aspen Four Seasons Portfolio		GBP Allocation 20-40% Equity
Aspen Global Megatrends Portfolio		Global Large-Cap Growth Equity
Aspen Growth Core Portfolio	49.02	GBP Allocation 60-80% Equity	8.16
Aspen Growth Income Portfolio	43.97	GBP Allocation 60-80% Equity	7.62
Aspen Growth Multi-Strategy Portfolio		GBP Allocation 80%+ Equity
Aspen Growth Passive Plus Portfolio	50.06	GBP Allocation 60-80% Equity	8.06
Aspen Growth Sustainable Portfolio	49.46	GBP Allocation 60-80% Equity

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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