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
Alpha Beta AB2 Core	Moderate Allocation	Average	Average	15/11/2024
Alpha Beta AB3 Core	Moderate Allocation	Average	Average	15/11/2024
Alpha Beta AB4 Core	Aggressive Allocation	Average	Above Average	15/11/2024
Alpha Beta AB5 Core	Aggressive Allocation	Average	Average	15/11/2024
Alpha Beta AB6 Core	Aggressive Allocation	Average	Above Average	15/11/2024
Alpha Beta Core Plus Adventurous	Aggressive Allocation	Average	Average	16/05/2024
Alpha Beta Core Plus Balanced	Aggressive Allocation	Above Average	Above Average	16/05/2024
Alpha Beta Core Plus Balanced Growth	Aggressive Allocation	Average	Average	16/05/2024
Alpha Beta Core Plus Cautious	Moderate Allocation	Average	Average	16/05/2024
Alpha Beta Core Plus Cautious Balanced	Moderate Allocation	Average	Average	16/05/2024
Alpha Beta Core Plus Growth	Aggressive Allocation	Average	Average	16/05/2024
Aspen Balanced Core Portfolio	Moderate Allocation	Average	Average	23/01/2025
Aspen Balanced Income	Moderate Allocation	Above Average	Average	14/11/2024
Aspen Balanced Multi-Strategy Portfolio	Aggressive Allocation	Above Average	Average	29/11/2024
Aspen Balanced Passive Plus Portfolio	Moderate Allocation	Average	Average	23/01/2025
Aspen Balanced Sustainable Portfolio	Moderate Allocation	Above Average	Average	23/01/2025
Aspen Capital Preservation	Cautious Allocation	Above Average	Above Average	22/11/2024
Aspen Cash Plus	Sterling Money Market		High	22/11/2024
Aspen Conservative Core Portfolio	Cautious Allocation	Average	Above Average	23/01/2025
Aspen Conservative Income	Cautious Allocation	Above Average	Above Average	14/11/2024

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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