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
8AM Legacy AQ Classic 7	Aggressive Allocation	Above Average	Average	20/01/2025
8AM Legacy AQ Classic 8	Global Equity Large Cap	Below Average	Average	20/01/2025
abrdn Index MPS 1	Cautious Allocation	Above Average	Above Average	15/01/2025
abrdn Index MPS 2	Moderate Allocation	Average	Below Average	15/01/2025
abrdn Index MPS 3	Aggressive Allocation	Above Average	Below Average	15/01/2025
abrdn Index MPS 4	Aggressive Allocation	Average	Below Average	15/01/2025
abrdn Index MPS 5	Aggressive Allocation	Average	Average	15/01/2025
abrdn Money Market MPS	Sterling Money Market		Average	15/01/2025
abrdn MPS 1	Cautious Allocation	Average	Average	15/01/2025
abrdn MPS 2	Moderate Allocation	Average	Below Average	15/01/2025
abrdn MPS 3	Aggressive Allocation	Above Average	Average	15/01/2025
abrdn MPS 4	Aggressive Allocation	Above Average	Below Average	15/01/2025
abrdn MPS 5	Aggressive Allocation	Average	Average	15/01/2025
abrdn Sustainable Index MPS 1	Cautious Allocation	Above Average	Above Average	15/01/2025
abrdn Sustainable Index MPS 2	Moderate Allocation	Above Average	Average	15/01/2025
abrdn Sustainable Index MPS 3	Aggressive Allocation	High	Below Average	15/01/2025
abrdn Sustainable Index MPS 4	Aggressive Allocation	High	Below Average	15/01/2025
abrdn Sustainable Index MPS 5	Aggressive Allocation	Above Average	Average	15/01/2025
abrdn Sustainable MPS 1	Cautious Allocation	Above Average	Above Average	15/01/2025
abrdn Sustainable MPS 2	Moderate Allocation	Above Average	Below Average	15/01/2025

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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