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


Sparrows SCore Responsible Equity 20 F	0	0.01	0.01	0	0
Sparrows SCore Responsible Equity 20 H	0	0.05	0	0	0
Sparrows SCore Responsible Equity 30 F	0	0.01	0.01	0	0
Sparrows SCore Responsible Equity 30 H	0	0.08	0	0	0
Sparrows SCore Responsible Equity 40 F	0	0.01	0.01	0	0
Sparrows SCore Responsible Equity 40 H	0	0.11	0	0	0
Sparrows SCore Responsible Equity 50 F	0	0.01	0.01	0	0
Sparrows SCore Responsible Equity 50 H	0	0.13	0	0	0
Sparrows SCore Responsible Equity 60 F	0	0.01	0.01	0	0
Sparrows SCore Responsible Equity 60 H	0	0.16	0	0	0
Sparrows SCore Responsible Equity 70 F	0	0.01	0.01	0	0
Sparrows SCore Responsible Equity 70 H	0	0.19	0	0	0
Sparrows SCore Responsible Equity 80 F	0	0	0	0	0
Sparrows SCore Responsible Equity 80 H	0	0.22	0	0	0
Sparrows SCore Responsible Equity 90 F	0	0	0	0	0
Sparrows SCore Responsible Equity 90 H	0	0.24	0	0	0
Sparrows SCore Responsible Equity Only F	0	0	0	0	0
Sparrows SCore Responsible Equity Only H	0	0.26	0	0	0
Tatton Core Active	0.60	1.35	0.95	0.92	0.53
Tatton Core Aggressive	0.63	1.42	0.97	0.97	0.55

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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