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

		VAT on fees
Slater Growth Passive	0.10	Yes	0.14	0.24
Soderberg & Partners Active Adventurous	0.20	No	0.64	0.84
Soderberg & Partners Active Balanced	0.20	No	0.50	0.70
Soderberg & Partners Active Cautious	0.20	No	0.42	0.62
Soderberg & Partners Active Growth	0.20	No	0.59	0.79
Soderberg & Partners Blended Adventurous	0.20	No	0.35	0.55
Soderberg & Partners Blended Balanced	0.20	No	0.28	0.48
Soderberg & Partners Blended Cautious	0.20	No	0.23	0.43
Soderberg & Partners Blended Growth	0.20	No	0.32	0.52
Soderberg & Partners Core Adventurous	0.20	No	0.08	0.28
Soderberg & Partners Core Balanced	0.20	No	0.16	0.36
Soderberg & Partners Core Cautious	0.20	No	0.21	0.41
Soderberg & Partners Core Defensive	0.20	No	0.29	0.49
Soderberg & Partners Core Growth	0.20	No	0.11	0.31
Soderberg & Partners Index Adventurous	0.12	No	0.06	0.18
Soderberg & Partners Index Balanced	0.09	No	0.09	0.18
Soderberg & Partners Index Cautious	0.08	No	0.10	0.18
Soderberg & Partners Index Growth	0.11	No	0.07	0.18
Soderberg & Partners Sust. Adventurous	0.20	No	0.08	0.28
Soderberg & Partners Sust. Balanced	0.20	No	0.21	0.41

* Excludes underlying fund transaction costs

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