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


Timeline ESG Tracker 50	0.65	0.06	0.31	0.08	0.17
Timeline ESG Tracker 60	0.72	0.06	0.35	0.07	0.20
Timeline ESG Tracker 70	0.80	0.06	0.39	0.07	0.23
Timeline ESG Tracker 80	0.87	0.06	0.43	0.07	0.26
Timeline ESG Tracker 90	0.95	0.06	0.47	0.07	0.30
Timeline Tracker 0
Timeline Tracker 10
Timeline Tracker 100
Timeline Tracker 20
Timeline Tracker 30
Timeline Tracker 40
Timeline Tracker 50
Timeline Tracker 60
Timeline Tracker 70
Timeline Tracker 80
Timeline Tracker 90
Transact Growth 25 Model Portfolio	0.20	0.26	0.22	0.11	0.04
Transact Growth 40 Model Portfolio	0.26	0.40	0.32	0.17	0.06
Transact Growth 50 Model Portfolio	0.37	0.45	0.35	0.19	0.08
Transact Growth 60 Model Portfolio	0.48	0.68	0.47	0.27	0.09

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

The following pages are intended for firms and individuals who are authorised by the Financial Conduct Authority to provide advice and investment services to UK clients. The information within this site must not be distributed or otherwise made available to retail clients, nor relied upon by retail clients.