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 High Income	Moderate Allocation	Above Average	Average	17/12/2024
Aspen Smaller Companies	Global Equity Mid/Small Cap	Below Average		20/08/2024
ASPIM ESG 10	Aggressive Allocation	High	Above Average	28/01/2025
ASPIM ESG 2	Cautious Allocation	Above Average	Above Average	28/01/2025
ASPIM ESG 3	Cautious Allocation	Above Average	Above Average	28/01/2025
ASPIM ESG 4	Moderate Allocation	Above Average	Average	28/01/2025
ASPIM ESG 5	Moderate Allocation	Above Average	Average	28/01/2025
ASPIM ESG 6	Aggressive Allocation	High	Average	28/01/2025
ASPIM ESG 7	Aggressive Allocation	High	Average	28/01/2025
ASPIM ESG 8	Aggressive Allocation	High	Average	28/01/2025
ASPIM ESG 9	Aggressive Allocation	High	Average	28/01/2025
ASPIM ESG Equity	Global Equity Large Cap	Above Average		28/01/2025
ASPIM Growth 10	Aggressive Allocation	Average	Average	28/01/2025
ASPIM Growth 2	Cautious Allocation	Average	Above Average	28/01/2025
ASPIM Growth 3	Cautious Allocation	Average	Above Average	28/01/2025
ASPIM Growth 4	Moderate Allocation	Average	Average	28/01/2025
ASPIM Growth 5	Moderate Allocation	Average	Average	28/01/2025
ASPIM Growth 6	Moderate Allocation	Average	Average	28/01/2025
ASPIM Growth 7	Aggressive Allocation	Above Average	Average	28/01/2025
ASPIM Growth 8	Aggressive Allocation	Average	Average	28/01/2025

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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