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 'Pactive' MPS 6	Aggressive Allocation	Average		2026-04-20 00:00:00
AJ Bell Active MPS 1	Cautious Allocation	Above Average	Average	2026-04-20 00:00:00
AJ Bell Active MPS 2	Moderate Allocation	Average	Below Average	2026-04-20 00:00:00
AJ Bell Active MPS 3	Aggressive Allocation	Average	Average	2026-04-20 00:00:00
AJ Bell Active MPS 4	Aggressive Allocation	Average	Below Average	2026-04-20 00:00:00
AJ Bell Active MPS 5	Aggressive Allocation	Average	Low	2026-04-20 00:00:00
AJ Bell Active MPS 6	Aggressive Allocation	Average		2026-04-20 00:00:00
AJ Bell Active MPS Income 1	Moderate Allocation	Average	Below Average	2026-04-20 00:00:00
AJ Bell Active MPS Income 2	Aggressive Allocation	Average	Low	2026-04-20 00:00:00
AJ Bell Passive MPS 1	Cautious Allocation	Above Average	Average	2026-04-20 00:00:00
AJ Bell Passive MPS 2	Moderate Allocation	Average	Below Average	2026-04-20 00:00:00
AJ Bell Passive MPS 3	Aggressive Allocation	Average	Average	2026-04-20 00:00:00
AJ Bell Passive MPS 4	Aggressive Allocation	Average	Below Average	2026-04-20 00:00:00
AJ Bell Passive MPS 5	Aggressive Allocation	Average	Low	2026-04-20 00:00:00
AJ Bell Passive MPS 6	Aggressive Allocation	Average	Average	2026-04-20 00:00:00
AJ Bell Passive MPS Income 1	Moderate Allocation	Average	Below Average	2026-04-20 00:00:00
AJ Bell Passive MPS Income 2	Aggressive Allocation	Average	Low	2026-04-20 00:00:00
AJ Bell Responsible MPS 1	Cautious Allocation	Above Average	Average	2026-04-20 00:00:00
AJ Bell Responsible MPS 2	Moderate Allocation	High	Below Average	2026-04-20 00:00:00
AJ Bell Responsible MPS 3	Aggressive Allocation	High	Average	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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