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 Passive Plus	Cautious Allocation	Average	Above Average	2026-02-03 00:00:00
Aspen Conservative Sustainable Portfolio	Cautious Allocation	Above Average	Above Average	2026-02-03 00:00:00
Aspen Defensive Core Portfolio	Cautious Allocation	Average	Above Average	2026-02-03 00:00:00
Aspen Defensive Income Portfolio	Cautious Allocation	Above Average	Above Average	2026-02-19 00:00:00
Aspen Defensive Multi-Strategy Portfolio	Cautious Allocation	Above Average	Above Average	2025-02-06 00:00:00
Aspen Defensive Passive Plus Portfolio	Cautious Allocation	Average	Above Average	2026-02-03 00:00:00
Aspen Defensive Sustainable Portfolio	Cautious Allocation	High	Above Average	2026-02-03 00:00:00
Aspen Equity Focus Core Portfolio	Aggressive Allocation	Average	Above Average	2026-02-03 00:00:00
Aspen Equity Focus Income Portfolio	Aggressive Allocation	Above Average	Above Average	2026-02-19 00:00:00
Aspen Equity Focus Multi- Strategy	Global Equity Large Cap	Below Average	Average	2025-02-06 00:00:00
Aspen Equity Focus Passive Plus	Global Equity Large Cap	Below Average	Average	2026-02-03 00:00:00
Aspen Equity Focus Sustainable Portfolio	Global Equity Large Cap	Average	High	2026-02-03 00:00:00
Aspen Four Seasons Portfolio	Cautious Allocation	Average	Above Average	2025-09-10 00:00:00
Aspen Global Megatrends Portfolio	Global Equity Large Cap	Below Average	High	2025-09-10 00:00:00
Aspen Growth Core Portfolio	Aggressive Allocation	Average	Average	2026-02-03 00:00:00
Aspen Growth Income Portfolio	Aggressive Allocation	Above Average	Average	2026-02-19 00:00:00
Aspen Growth Multi-Strategy Portfolio	Aggressive Allocation	Average	Average	2025-02-06 00:00:00
Aspen Growth Passive Plus Portfolio	Aggressive Allocation	Average	Average	2026-02-03 00:00:00
Aspen Growth Sustainable Portfolio	Aggressive Allocation	Above Average	Above Average	2026-02-03 00:00:00
Aspen High Income Portfolio	Moderate Allocation	Above Average	Below Average	2026-02-19 00:00:00

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Equally if you are a Management firm and would like to list your products, email us at mpdbonboarding@morningstar.com

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