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


Titan Square Mile Active Growth	1.01	1.27	0.88	0.67	0.12
Titan Square Mile Blend Adventurous	1.13	1.65	0.82	1.01	0.16
Titan Square Mile Blend Balanced	1.11	1.23	0.90	0.80	0.14
Titan Square Mile Blend Cautious	1.13	0.96	0.88	0.65	0.13
Titan Square Mile Blend Defensive	0.90	0.83	0.97	0.58	0.11
Titan Square Mile Blend Growth	1.09	1.39	0.87	0.90	0.14
Titan Square Mile Income	1.96	0.65	2.21	1.65	0.05
Titan Square Mile Passive Adventurous	0.81	2.18	1.06	1.10	0.23
Titan Square Mile Passive Balanced	0.68	1.64	0.87	0.89	0.18
Titan Square Mile Passive Cautious	0.62	1.38	0.78	0.77	0.16
Titan Square Mile Passive Defensive	0.61	1.32	0.74	0.76	0.11
Titan Square Mile Passive Equity	0.91	2.38	1.10	1.19	0.28
Titan Square Mile Passive Growth	0.72	1.91	0.95	1.02	0.21
Titan Square Mile Sustainable Balanced	0.32	0	0.26	0	0.09
Titan Square Mile Sustainable Cautious	0.27	0	0.37	0	0.08
Titan Square Mile Sustainable Defensive	0.19	0	0.54	0	0.04
Titan Square Mile Sustainable Growth	0.37	0	0.24	0	0.12
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

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