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
abrdn Sustainable MPS 3	Aggressive Allocation	High	Average	15/01/2025
abrdn Sustainable MPS 4	Aggressive Allocation	High	Below Average	15/01/2025
abrdn Sustainable MPS 5	Aggressive Allocation	High	Average	15/01/2025
AES Platform Model 10	Global Equity Large Cap	Average	Average	01/10/2024
AES Platform Model 2	Cautious Allocation	Above Average	Average	01/10/2024
AES Platform Model 3	Cautious Allocation	Above Average	Average	01/10/2024
AES Platform Model 4	Moderate Allocation	Average	Average	01/10/2024
AES Platform Model 5	Moderate Allocation	Average	Below Average	01/10/2024
AES Platform Model 6	Aggressive Allocation	Above Average	Average	01/10/2024
AES Platform Model 7	Aggressive Allocation	Above Average	Average	01/10/2024
AES Platform Model 8	Aggressive Allocation	Above Average	Average	01/10/2024
AJ Bell 'Pactive' MPS 1	Cautious Allocation	Average	Above Average	20/01/2025
AJ Bell 'Pactive' MPS 2	Moderate Allocation	Average	Average	20/01/2025
AJ Bell 'Pactive' MPS 3	Aggressive Allocation	Average	Average	20/01/2025
AJ Bell 'Pactive' MPS 4	Aggressive Allocation	Average	Below Average	20/01/2025
AJ Bell 'Pactive' MPS 5	Aggressive Allocation	Average	Below Average	20/01/2025
AJ Bell 'Pactive' MPS 6	Aggressive Allocation	Average	Average	20/01/2025
AJ Bell Active MPS 1	Cautious Allocation	Above Average	Above Average	20/01/2025
AJ Bell Active MPS 2	Moderate Allocation	Average	Average	20/01/2025
AJ Bell Active MPS 3	Aggressive Allocation	Above Average	Below 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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