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
Aspen Conservative Multi-Strategy	Moderate Allocation	Above Average	Average	29/11/2024
Aspen Conservative Passive Plus	Cautious Allocation	Average	Above Average	23/01/2025
Aspen Conservative Sustainable Portfolio	Cautious Allocation	Above Average	Above Average	23/01/2025
Aspen Defensive Core Portfolio	Cautious Allocation	Above Average	Above Average	23/01/2025
Aspen Defensive Income	Cautious Allocation	Above Average	Above Average	14/11/2024
Aspen Defensive Multi-Strategy Portfolio	Cautious Allocation	Above Average	Above Average	29/11/2024
Aspen Defensive Passive Plus Portfolio	Moderate Allocation	Above Average	Average	23/01/2025
Aspen Defensive Sustainable Portfolio	Cautious Allocation	High	Above Average	23/01/2025
Aspen Equity Focus Core Portfolio	Aggressive Allocation	Average	Above Average	23/01/2025
Aspen Equity Focus Income	Aggressive Allocation	Above Average	Average	14/11/2024
Aspen Equity Focus Multi- Strategy	Global Equity Large Cap	Below Average		29/11/2024
Aspen Equity Focus Passive Plus	Global Equity Large Cap	Below Average	Average	23/01/2025
Aspen Equity Focus Sustainable Portfolio	Global Equity Large Cap	Above Average		23/01/2025
Aspen Four Seasons Portfolio	Cautious Allocation	Average	Above Average	23/01/2025
Aspen Global Megatrends	Global Equity Large Cap	Below Average	High	22/11/2024
Aspen Growth Core Portfolio	Aggressive Allocation	Average	Average	23/01/2025
Aspen Growth Income	Aggressive Allocation	Above Average	Average	14/11/2024
Aspen Growth Multi-Strategy Portfolio	Aggressive Allocation	Average	Average	29/11/2024
Aspen Growth Passive Plus Portfolio	Aggressive Allocation	Above Average	Average	23/01/2025
Aspen Growth Sustainable Portfolio	Aggressive Allocation	High	Average	23/01/2025

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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