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
7IM Responsible Choice Adventurous	Aggressive Allocation	High		20/11/2024
7IM Responsible Choice Balanced	Moderate Allocation	High	Below Average	20/11/2024
7IM Responsible Choice Cautious	Cautious Allocation	Above Average	Average	20/11/2024
7IM Responsible Choice Mod Adventurous	Aggressive Allocation	High	Average	20/11/2024
7IM Responsible Choice Mod Cautious	Cautious Allocation	High	Average	20/11/2024
8AM AQ Classic 3	Cautious Allocation	Average	Above Average	20/01/2025
8AM AQ Classic 4	Moderate Allocation	Average	Average	20/01/2025
8AM AQ Classic 5	Moderate Allocation	Average	Average	20/01/2025
8AM AQ Classic 6	Aggressive Allocation	Above Average	Average	20/01/2025
8AM AQ Classic 7	Aggressive Allocation	Above Average	Average	20/01/2025
8AM AQ Classic 8	Global Equity Large Cap	Below Average	Average	20/01/2025
8AM AQ Sustainable 3	Cautious Allocation	Above Average	Above Average	18/12/2024
8AM AQ Sustainable 4	Moderate Allocation	Above Average	Average	18/12/2024
8AM AQ Sustainable 5	Moderate Allocation	Above Average	Average	18/12/2024
8AM AQ Sustainable 6	Aggressive Allocation	Above Average	Average	18/12/2024
8AM AQ Sustainable 7	Aggressive Allocation	Above Average	Average	18/12/2024
8AM Legacy AQ Classic 3	Cautious Allocation	Average	Above Average	20/01/2025
8AM Legacy AQ Classic 4	Moderate Allocation	Average	Average	20/01/2025
8AM Legacy AQ Classic 5	Moderate Allocation	Average	Average	20/01/2025
8AM Legacy AQ Classic 6	Aggressive Allocation	Above Average	Average	20/01/2025

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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