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 AB3 Core	Moderate Allocation	Average	Above Average	11/09/2025
Alpha Beta AB4 Core	Aggressive Allocation	Average	Above Average	11/09/2025
Alpha Beta AB5 Core	Aggressive Allocation	Average	Above Average	11/09/2025
Alpha Beta AB6 Core	Aggressive Allocation	Average	Above Average	11/09/2025
Alpha Beta Core Plus Adventurous	Aggressive Allocation	Average	Above Average	15/09/2025
Alpha Beta Core Plus Balanced	Aggressive Allocation	Above Average	Above Average	15/09/2025
Alpha Beta Core Plus Balanced Growth	Aggressive Allocation	Average	Above Average	15/09/2025
Alpha Beta Core Plus Cautious	Moderate Allocation	Above Average	Above Average	15/09/2025
Alpha Beta Core Plus Cautious Balanced	Moderate Allocation	Average	Above Average	15/09/2025
Alpha Beta Core Plus Growth	Aggressive Allocation	Average	Above Average	15/09/2025
Aspen Balanced Core Portfolio	Moderate Allocation	Average	Average	11/09/2025
Aspen Balanced Income Portfolio	Moderate Allocation	Average	Average	25/06/2025
Aspen Balanced Multi-Strategy Portfolio	Aggressive Allocation	Above Average	Average	06/02/2025
Aspen Balanced Passive Plus Portfolio	Moderate Allocation	Average	Average	11/09/2025
Aspen Balanced Sustainable Portfolio	Moderate Allocation	Above Average	Average	11/09/2025
Aspen Capital Preservation Portfolio	Cautious Allocation	Above Average	Above Average	25/06/2025
Aspen Cash Plus Portfolio	Sterling Money Market		High	25/06/2025
Aspen Conservative Core Portfolio	Cautious Allocation	Average	Above Average	11/09/2025
Aspen Conservative Income Portfolio	Cautious Allocation	Average	Above Average	25/06/2025
Aspen Conservative Multi-Strategy	Moderate Allocation	Average	Average	06/02/2025

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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