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 Responsible MPS 4	Aggressive Allocation	High	Below Average	2026-04-20 00:00:00
AJ Bell Responsible MPS 5	Aggressive Allocation	High	Low	2026-04-20 00:00:00
AJ Bell Responsible MPS 6	Aggressive Allocation	High	Low	2026-04-20 00:00:00
Alpha Beta AB1 Core	Cautious Allocation	Above Average	Above Average	2025-09-11 00:00:00
Alpha Beta AB2 Core	Moderate Allocation	Above Average	Above Average	2025-09-11 00:00:00
Alpha Beta AB3 Core	Moderate Allocation	Average	Above Average	2025-09-11 00:00:00
Alpha Beta AB4 Core	Aggressive Allocation	Above Average	Above Average	2025-09-11 00:00:00
Alpha Beta AB5 Core	Aggressive Allocation	Average	Above Average	2025-09-11 00:00:00
Alpha Beta AB6 Core	Aggressive Allocation	Average	Above Average	2025-09-11 00:00:00
Alpha Beta Core Plus Adventurous	Aggressive Allocation	Average	Above Average	2025-11-09 00:00:00
Alpha Beta Core Plus Balanced	Aggressive Allocation	Above Average	Above Average	2025-11-09 00:00:00
Alpha Beta Core Plus Balanced Growth	Aggressive Allocation	Average	Above Average	2025-11-09 00:00:00
Alpha Beta Core Plus Cautious	Moderate Allocation	Above Average	Above Average	2025-11-09 00:00:00
Alpha Beta Core Plus Cautious Balanced	Moderate Allocation	Average	Above Average	2025-11-09 00:00:00
Alpha Beta Core Plus Growth	Aggressive Allocation	Average	Above Average	2025-11-09 00:00:00
Aristo Capital - Growth Focus 35	Cautious Allocation	Below Average	Average	2026-04-10 00:00:00
Aristo Capital - Growth Focus 50	Moderate Allocation	Low	Average	2026-04-10 00:00:00
Aristo Capital - Growth Focus 60	Aggressive Allocation	Average	Above Average	2026-04-10 00:00:00
Aristo Capital - Growth Focus 80	Aggressive Allocation	Average	Average	2026-04-10 00:00:00
Aristo Capital - Natural Income 35	Cautious Allocation	Below Average	Average	2026-04-10 00:00:00

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

The following pages are intended for firms and individuals who are authorised by the Financial Conduct Authority to provide advice and investment services to UK clients. The information within this site must not be distributed or otherwise made available to retail clients, nor relied upon by retail clients.