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
Aristo Capital - Natural Income 50	Moderate Allocation	Below Average	Below Average	2026-06-11 00:00:00
Aristo Capital - Natural Income 60	Aggressive Allocation	Average	Average	2026-06-11 00:00:00
Aristo Capital - Natural Income 80	Aggressive Allocation	Average	Average	2026-06-11 00:00:00
Aristo Capital - Yield Focus 20	Cautious Allocation	Average	Average	2026-06-11 00:00:00
Aristo Capital - Yield Focus 35	Cautious Allocation	Below Average	Average	2026-06-11 00:00:00
Aristo Capital - Yield Focus 50	Moderate Allocation	Below Average	Below Average	2026-06-11 00:00:00
Aristo Capital - Yield Focus 80	Aggressive Allocation	Average	Low	2026-06-11 00:00:00
Aristo Planet - Growth Focus 35	Cautious Allocation	High	Above Average	2026-02-25 00:00:00
Aristo Planet - Growth Focus 50	Moderate Allocation	Above Average	Average	2026-03-26 00:00:00
Aristo Planet - Growth Focus 60	Aggressive Allocation	Above Average	Average	2026-03-07 00:00:00
Aristo Planet - Growth Focus 80	Aggressive Allocation	Above Average	Average	2026-03-28 00:00:00
Aristo Planet - Natural Income 35	Cautious Allocation	Above Average	Below Average	2026-03-28 00:00:00
Aristo Planet - Natural Income 50	Moderate Allocation	Above Average	Below Average	2026-03-28 00:00:00
Aristo Planet - Natural Income 60	Moderate Allocation	Above Average	Low	2025-11-05 00:00:00
Aristo Planet - Natural Income 80	Aggressive Allocation	High	Average	2026-04-23 00:00:00
Aspen Balanced Core Portfolio	Moderate Allocation	Average	Average	2026-05-21 00:00:00
Aspen Balanced Income Portfolio	Moderate Allocation	Average	Average	2026-05-21 00:00:00
Aspen Balanced Multi-Strategy Portfolio	Aggressive Allocation	Above Average	Average	2025-02-06 00:00:00
Aspen Balanced Passive Plus Portfolio	Moderate Allocation	Average	Average	2026-05-21 00:00:00
Aspen Balanced Sustainable Portfolio	Moderate Allocation	Above Average	Average	2026-05-21 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

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