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 %
AJ Bell Responsible MPS 4	56.98	GBP Allocation 60-80% Equity	9.07
AJ Bell Responsible MPS 5	64.79	GBP Allocation 80%+ Equity	10.25
AJ Bell Responsible MPS 6	66.33	GBP Allocation 80%+ Equity	10.86
Alpha Beta AB1 Core	24.02	GBP Allocation 20-40% Equity	5.21
Alpha Beta AB2 Core	30.26	GBP Allocation 40-60% Equity	6.24
Alpha Beta AB3 Core	37.66	GBP Allocation 40-60% Equity	7.16
Alpha Beta AB4 Core	51.24	GBP Allocation 60-80% Equity	8.07
Alpha Beta AB5 Core	59.36	GBP Allocation 60-80% Equity	8.97
Alpha Beta AB6 Core	66.29	GBP Allocation 80%+ Equity	9.72
Alpha Beta Core Plus Adventurous	68.16	GBP Allocation 80%+ Equity	10.4
Alpha Beta Core Plus Balanced	45.01	GBP Allocation 60-80% Equity	8.02
Alpha Beta Core Plus Balanced Growth	57.32	GBP Allocation 60-80% Equity	8.97
Alpha Beta Core Plus Cautious	27.11	GBP Allocation 40-60% Equity	5.75
Alpha Beta Core Plus Cautious Balanced	32.50	GBP Allocation 40-60% Equity	6.73
Alpha Beta Core Plus Growth	62.95	GBP Allocation 80%+ Equity	9.7
Aristo Capital - Growth Focus 35	30.30	GBP Allocation 20-40% Equity
Aristo Capital - Growth Focus 50	43.16	GBP Allocation 40-60% Equity
Aristo Capital - Growth Focus 60	58.77	GBP Allocation 60-80% Equity
Aristo Capital - Growth Focus 80	70.49	GBP Allocation 80%+ Equity
Aristo Capital - Natural Income 35	28.53	GBP Allocation 20-40% 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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