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
Titan Square Mile Active Balanced	GBP Allocation 40-60% Equity	44.30	8.96	0.20	Aviva Transact Fidelity Adviser Solutions Quilter
Titan Square Mile Active Cautious	GBP Allocation 40-60% Equity	35.64	8.11	0.20	Aviva Transact Fidelity Adviser Solutions Quilter
Titan Square Mile Active Defensive	GBP Allocation 20-40% Equity	27.64	6.75	0.20	Aviva Transact Fidelity Adviser Solutions Quilter
Titan Square Mile Active Growth	GBP Allocation 60-80% Equity	51.85	9.96	0.20	Aviva Transact Fidelity Adviser Solutions Quilter
Titan Square Mile Blend Adventurous	GBP Allocation 80%+ Equity	58.57	12.91	0.20	Aviva Transact abrdn Wrap Quilter
Titan Square Mile Blend Balanced	GBP Allocation 40-60% Equity	43.32	10.05	0.20	Aviva Transact Fidelity Adviser Solutions Quilter
Titan Square Mile Blend Cautious	GBP Allocation 40-60% Equity	35.23	8.92	0.20	Aviva Transact Fidelity Adviser Solutions Quilter
Titan Square Mile Blend Defensive	GBP Allocation 20-40% Equity	27.61	7.23	0.20	Aviva Transact Fidelity Adviser Solutions Quilter
Titan Square Mile Blend Growth	GBP Allocation 60-80% Equity	51.67	11.10	0.20	Aviva Transact abrdn Wrap Quilter
Titan Square Mile Income	GBP Allocation 40-60% Equity	32.14	8.04	0.20	Aviva Transact abrdn Wrap Quilter
Titan Square Mile Passive Adventurous	GBP Allocation 80%+ Equity	60.62	14.10	0.15	Aviva Transact Fidelity Adviser Solutions Aegon ARC abrdn Wrap Quilter
Titan Square Mile Passive Balanced	GBP Allocation 60-80% Equity	44.86	11.12	0.15	Aviva Transact Aegon Fidelity Adviser Solutions Aegon ARC abrdn Wrap Quilter
Titan Square Mile Passive Cautious	GBP Allocation 40-60% Equity	36.40	9.64	0.15	Aviva Transact Aegon Fidelity Adviser Solutions Aegon ARC abrdn Wrap Quilter
Titan Square Mile Passive Defensive	GBP Allocation 20-40% Equity	27.29	7.90	0.15	Aviva Transact Aegon Fidelity Adviser Solutions Aegon ARC abrdn Wrap Quilter
Titan Square Mile Passive Equity	Global Large-Cap Blend Equity		15.70	0.15	Aviva Transact Fidelity Adviser Solutions Aegon ARC abrdn Wrap Quilter
Titan Square Mile Passive Growth	GBP Allocation 60-80% Equity	52.56	12.56	0.15	Aviva Transact Aegon Fidelity Adviser Solutions Aegon ARC abrdn Wrap Quilter
Titan Square Mile Sustainable Balanced	GBP Allocation 60-80% Equity	46.06	6.24	0.20	Aviva Transact Fidelity Adviser Solutions Aegon ARC abrdn Wrap Nucleus Quilter
Titan Square Mile Sustainable Cautious	GBP Allocation 40-60% Equity	37.72	6.64	0.20	Aviva Transact Fidelity Adviser Solutions Aegon ARC abrdn Wrap Nucleus Quilter
Titan Square Mile Sustainable Defensive	GBP Allocation 20-40% Equity	26.46	6.19	0.20	Aviva Transact Fidelity Adviser Solutions Aegon ARC abrdn Wrap Nucleus Quilter
Titan Square Mile Sustainable Growth	GBP Allocation 60-80% Equity	54.49	6.78	0.20	Aviva Transact Fidelity Adviser Solutions Aegon ARC abrdn Wrap Nucleus Quilter

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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