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

	Global Category			Portfolio Date Sustainability Rating
ASPIM Growth Equity	Aggressive Allocation	Average	Average	10/10/2025
ASPIM Growth Unconstrained	Aggressive Allocation	Average	Average	10/10/2025
ASPIM Index 10	Aggressive Allocation	Above Average	Average	10/10/2025
ASPIM Index 2	Cautious Allocation	Average	Above Average	10/10/2025
ASPIM Index 3	Cautious Allocation	Average	Above Average	10/10/2025
ASPIM Index 4	Moderate Allocation	Average	Average	10/10/2025
ASPIM Index 5	Moderate Allocation	Average	Average	10/10/2025
ASPIM Index 6	Aggressive Allocation	Average	Average	10/10/2025
ASPIM Index 7	Aggressive Allocation	Average	Average	10/10/2025
ASPIM Index 8	Aggressive Allocation	Above Average	Average	10/10/2025
ASPIM Index 9	Aggressive Allocation	Above Average	Average	10/10/2025
BCM Capped 0	Global Fixed Income		Above Average	13/10/2025
BCM Capped 100	Global Equity Large Cap	Below Average	Average	13/10/2025
BCM Capped 30	Cautious Allocation	Average	Above Average	13/10/2025
BCM Capped 45	Moderate Allocation	Average	Average	13/10/2025
BCM Capped 60	Moderate Allocation	Average	Average	13/10/2025
BCM Capped 75	Aggressive Allocation	Above Average	Above Average	13/10/2025
BCM Capped 80	Aggressive Allocation	Above Average	Above Average	13/10/2025
BCM Capped 90	Aggressive Allocation	Above Average	Above Average	13/10/2025
BCM Core 0	Global Fixed Income	Average	Above Average	13/10/2025

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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