Morningstar - Managed portfolio tool

Investment provider Strategy Morningstar category Platform availability Max. Discretionary Management Fee

Morningstar Portfolio Risk Score™ Morningstar Sustainability Rating™

Holdings based return calculated up-to: 28/02/2026

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
Timeline Tracker 0	Global Diversified Bond - GBP Hedged	17.95	4.54	0.09	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Nucleus 7IM True Potential Novia Financial Wealthtime Aegon ARC Fundment Benchmark
Timeline Tracker 10	GBP Allocation 0-20% Equity	18.57	5.87	0.09	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Nucleus 7IM True Potential Novia Financial Wealthtime Aegon ARC Fundment Benchmark
Timeline Tracker 100	Global Large-Cap Blend Equity	63.03	16.47	0.09	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Nucleus 7IM True Potential Wealthtime Aegon ARC Fundment Benchmark Novia Global
Timeline Tracker 20	GBP Allocation 20-40% Equity	22.26	7.18	0.09	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Nucleus 7IM True Potential Novia Financial Wealthtime Aegon ARC Fundment Benchmark
Timeline Tracker 30	GBP Allocation 20-40% Equity	27.53	8.45	0.09	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Nucleus 7IM True Potential Novia Financial Wealthtime Aegon ARC Fundment Benchmark
Timeline Tracker 40	GBP Allocation 40-60% Equity	33.47	9.70	0.09	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Nucleus 7IM True Potential Novia Financial Wealthtime Aegon ARC Fundment Benchmark
Timeline Tracker 50	GBP Allocation 40-60% Equity	39.58	10.92	0.09	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Nucleus 7IM True Potential Novia Financial Wealthtime Aegon ARC Fundment Benchmark
Timeline Tracker 60	GBP Allocation 60-80% Equity	45.74	12.12	0.09	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Nucleus 7IM True Potential Novia Financial Wealthtime Aegon ARC Fundment Benchmark
Timeline Tracker 70	GBP Allocation 60-80% Equity	51.53	13.30	0.09	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Nucleus 7IM True Potential Novia Financial Wealthtime Aegon ARC Fundment Benchmark
Timeline Tracker 80	GBP Allocation 60-80% Equity	56.65	14.45	0.09	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Nucleus 7IM True Potential Novia Financial Wealthtime Aegon ARC Fundment Benchmark
Timeline Tracker 90	GBP Allocation 80%+ Equity	60.19	15.58	0.09	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Nucleus 7IM True Potential Novia Financial Wealthtime Aegon ARC Fundment Benchmark
Titan SM Sustainable Adventurous	GBP Allocation 80%+ Equity	61.10	7.13	0.20	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Nucleus Aegon ARC
Titan Square Mile Active Adventurous	GBP Allocation 80%+ Equity	60.02	11.30	0.20	Quilter Transact Fidelity Adviser Solutions Aviva
Titan Square Mile Active Balanced	GBP Allocation 40-60% Equity	44.74	8.96	0.20	Quilter Transact Fidelity Adviser Solutions Aviva
Titan Square Mile Active Cautious	GBP Allocation 40-60% Equity	36.08	8.11	0.20	Quilter Transact Fidelity Adviser Solutions Aviva
Titan Square Mile Active Defensive	GBP Allocation 20-40% Equity	27.85	6.75	0.20	Quilter Transact Fidelity Adviser Solutions Aviva
Titan Square Mile Active Growth	GBP Allocation 60-80% Equity	52.53	9.96	0.20	Quilter Transact Fidelity Adviser Solutions Aviva
Titan Square Mile Blend Adventurous	GBP Allocation 80%+ Equity	59.21	12.91	0.20	abrdn Wrap Quilter Transact Aviva
Titan Square Mile Blend Balanced	GBP Allocation 40-60% Equity	44.04	10.05	0.20	Quilter Transact Fidelity Adviser Solutions Aviva
Titan Square Mile Blend Cautious	GBP Allocation 40-60% Equity	36.02	8.92	0.20	Quilter Transact Fidelity Adviser Solutions Aviva

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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