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 %
Aristo Capital - Natural Income 50	37.83	GBP Allocation 40-60% Equity
Aristo Capital - Natural Income 60	44.43	GBP Allocation 60-80% Equity
Aristo Capital - Natural Income 80	57.73	GBP Allocation 80%+ Equity
Aristo Capital - Yield Focus 20	13.43	GBP Allocation 0-20% Equity
Aristo Capital - Yield Focus 35	24.68	GBP Allocation 20-40% Equity
Aristo Capital - Yield Focus 50	30.60	GBP Allocation 40-60% Equity
Aristo Capital - Yield Focus 80	46.51	GBP Allocation 60-80% Equity
Aspen Balanced Core Portfolio	33.88	GBP Allocation 40-60% Equity	6.38
Aspen Balanced Income Portfolio	34.87	GBP Allocation 40-60% Equity	5.85
Aspen Balanced Multi-Strategy Portfolio		GBP Allocation 60-80% Equity
Aspen Balanced Passive Plus Portfolio	35.62	GBP Allocation 40-60% Equity	6.54
Aspen Balanced Sustainable Portfolio	35.85	GBP Allocation 40-60% Equity	7.46
Aspen Capital Preservation Portfolio	4.35	GBP Allocation 0-20% Equity	1.55
Aspen Cash Plus Portfolio	1.15	GBP Money Market - Short Term	0.19
Aspen Conservative Core Portfolio	25.26	GBP Allocation 20-40% Equity	5.09
Aspen Conservative Income Portfolio	26.84	GBP Allocation 20-40% Equity	4.64
Aspen Conservative Multi-Strategy		GBP Allocation 40-60% Equity
Aspen Conservative Passive Plus	26.67	GBP Allocation 20-40% Equity	5.08
Aspen Conservative Sustainable Portfolio	26.46	GBP Allocation 20-40% Equity	5.82
Aspen Defensive Core Portfolio	12.28	GBP Allocation 0-20% Equity	3.97

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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