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
AJ Bell Active MPS 4	Aggressive Allocation	Average	Low	20/01/2025
AJ Bell Active MPS 5	Aggressive Allocation	Average	Low	20/01/2025
AJ Bell Active MPS 6	Aggressive Allocation	Average	Average	20/01/2025
AJ Bell Active MPS Income 1	Moderate Allocation	Average	Below Average	20/01/2025
AJ Bell Active MPS Income 2	Aggressive Allocation	Above Average	Low	20/01/2025
AJ Bell Passive MPS 1	Cautious Allocation	Average	Above Average	20/01/2025
AJ Bell Passive MPS 2	Moderate Allocation	Average	Average	20/01/2025
AJ Bell Passive MPS 3	Aggressive Allocation	Average	Average	20/01/2025
AJ Bell Passive MPS 4	Aggressive Allocation	Average	Below Average	20/01/2025
AJ Bell Passive MPS 5	Aggressive Allocation	Average	Below Average	20/01/2025
AJ Bell Passive MPS 6	Aggressive Allocation	Average	Average	20/01/2025
AJ Bell Passive MPS Income 1	Moderate Allocation	Below Average	Below Average	20/01/2025
AJ Bell Passive MPS Income 2	Aggressive Allocation	Average	Below Average	20/01/2025
AJ Bell Responsible MPS 1	Cautious Allocation	Above Average	Above Average	20/01/2025
AJ Bell Responsible MPS 2	Moderate Allocation	Above Average	Average	20/01/2025
AJ Bell Responsible MPS 3	Aggressive Allocation	High	Average	20/01/2025
AJ Bell Responsible MPS 4	Aggressive Allocation	High	Average	20/01/2025
AJ Bell Responsible MPS 5	Aggressive Allocation	High	Average	20/01/2025
AJ Bell Responsible MPS 6	Aggressive Allocation	High	Average	20/01/2025
Alpha Beta AB1 Core	Cautious Allocation	Average	Above Average	15/11/2024

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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