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
Aberdeen Sustainable Index MPS 4	Aggressive Allocation	High	Average	2026-04-15 00:00:00
Aberdeen Sustainable Index MPS 5	Aggressive Allocation	High	Average	2026-04-15 00:00:00
Aberdeen Sustainable MPS 1	Cautious Allocation	Above Average	Average	2026-04-15 00:00:00
Aberdeen Sustainable MPS 2	Moderate Allocation	Above Average	Below Average	2026-04-15 00:00:00
Aberdeen Sustainable MPS 3	Aggressive Allocation	High	Average	2026-04-15 00:00:00
Aberdeen Sustainable MPS 4	Aggressive Allocation	High	Below Average	2026-04-15 00:00:00
Aberdeen Sustainable MPS 5	Aggressive Allocation	High	Above Average	2026-04-15 00:00:00
AES Platform Model 10	Global Equity Large Cap	Below Average	Average	2025-06-20 00:00:00
AES Platform Model 2	Cautious Allocation	Average	Average	2025-06-20 00:00:00
AES Platform Model 3	Cautious Allocation	Average	Average	2025-06-20 00:00:00
AES Platform Model 4	Moderate Allocation	Average	Average	2025-06-20 00:00:00
AES Platform Model 5	Moderate Allocation	Average	Below Average	2025-06-20 00:00:00
AES Platform Model 6	Aggressive Allocation	Average	Above Average	2025-06-20 00:00:00
AES Platform Model 7	Aggressive Allocation	Above Average	Average	2024-10-01 00:00:00
AES Platform Model 8	Aggressive Allocation	Average	Above Average	2025-06-20 00:00:00
AJ Bell 'Pactive' MPS 1	Cautious Allocation	Average	Average	2026-04-20 00:00:00
AJ Bell 'Pactive' MPS 2	Moderate Allocation	Average	Below Average	2026-04-20 00:00:00
AJ Bell 'Pactive' MPS 3	Aggressive Allocation	Average	Average	2026-04-20 00:00:00
AJ Bell 'Pactive' MPS 4	Aggressive Allocation	Average	Below Average	2026-04-20 00:00:00
AJ Bell 'Pactive' MPS 5	Aggressive Allocation	Average	Low	2026-04-20 00:00:00

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Equally if you are a Management firm and would like to list your products, email us at mpdbonboarding@morningstar.com

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