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 Defensive Income Portfolio	17.50	GBP Allocation 0-20% Equity	3.43
Aspen Defensive Multi-Strategy Portfolio		GBP Allocation 20-40% Equity
Aspen Defensive Passive Plus Portfolio	14.97	GBP Allocation 0-20% Equity	3.91
Aspen Defensive Sustainable Portfolio	13.52	GBP Allocation 0-20% Equity	4.27
Aspen Equity Focus Core Portfolio	62.60	GBP Allocation 80%+ Equity	9.08
Aspen Equity Focus Income Portfolio	63.90	GBP Allocation 80%+ Equity	8.4
Aspen Equity Focus Multi- Strategy		Global Large-Cap Blend Equity
Aspen Equity Focus Passive Plus	63.66	Global Large-Cap Blend Equity	9.57
Aspen Equity Focus Sustainable Portfolio	64.40	Global Large-Cap Blend Equity	10.8
Aspen Four Seasons Portfolio		GBP Allocation 20-40% Equity
Aspen Global Megatrends Portfolio	71.93	Global Large-Cap Growth Equity	14.88
Aspen Growth Core Portfolio	51.38	GBP Allocation 60-80% Equity	7.77
Aspen Growth Income Portfolio	52.81	GBP Allocation 60-80% Equity	7.16
Aspen Growth Multi-Strategy Portfolio		GBP Allocation 80%+ Equity
Aspen Growth Passive Plus Portfolio	51.35	GBP Allocation 60-80% Equity	8.08
Aspen Growth Sustainable Portfolio	52.89	GBP Allocation 60-80% Equity	9.15
Aspen High Income Portfolio	33.09	GBP Allocation 40-60% Equity	5.15
Aspen Smaller Companies Portfolio	79.11	Global Small/Mid-Cap Equity	12.63
ASPIM ESG 10	70.41	GBP Allocation 80%+ Equity	11.12
ASPIM ESG 2	24.62	GBP Allocation 20-40% Equity	5.47

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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