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: 30/04/2026

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
Titan Square Mile Blend Adventurous	GBP Allocation 80%+ Equity	59.78	12.61	0.20	Aviva Transact abrdn Wrap Quilter
Titan Square Mile Blend Balanced	GBP Allocation 40-60% Equity	43.88	9.47	0.20	Aviva Transact Fidelity Adviser Solutions Quilter
Titan Square Mile Blend Cautious	GBP Allocation 40-60% Equity	36.11	8.08	0.20	Aviva Transact Fidelity Adviser Solutions Quilter
Titan Square Mile Blend Defensive	GBP Allocation 20-40% Equity	27.74	6.39	0.20	Aviva Transact Fidelity Adviser Solutions Quilter
Titan Square Mile Blend Growth	GBP Allocation 60-80% Equity	52.35	10.78	0.20	Aviva Transact abrdn Wrap Quilter
Titan Square Mile Income	GBP Allocation 40-60% Equity	29.74	6.90	0.20	Aviva Transact abrdn Wrap Quilter
Titan Square Mile Passive Adventurous	GBP Allocation 80%+ Equity	62.01	13.61	0.15	Aviva Transact Fidelity Adviser Solutions Aegon ARC abrdn Wrap Quilter
Titan Square Mile Passive Balanced	GBP Allocation 60-80% Equity	45.88	10.42	0.15	Aviva Transact Aegon Fidelity Adviser Solutions Aegon ARC abrdn Wrap Quilter
Titan Square Mile Passive Cautious	GBP Allocation 40-60% Equity	37.29	8.75	0.15	Aviva Transact Aegon Fidelity Adviser Solutions Aegon ARC abrdn Wrap Quilter
Titan Square Mile Passive Defensive	GBP Allocation 20-40% Equity	28.04	6.95	0.15	Aviva Transact Aegon Fidelity Adviser Solutions Aegon ARC abrdn Wrap Quilter
Titan Square Mile Passive Equity	Global Large-Cap Blend Equity		15.24	0.15	Aviva Transact Fidelity Adviser Solutions Aegon ARC abrdn Wrap Quilter
Titan Square Mile Passive Growth	GBP Allocation 60-80% Equity	53.60	11.96	0.15	Aviva Transact Aegon Fidelity Adviser Solutions Aegon ARC abrdn Wrap Quilter
Titan Square Mile Sustainable Balanced	GBP Allocation 60-80% Equity	46.28	5.63	0.20	Aviva Transact Fidelity Adviser Solutions Aegon ARC abrdn Wrap Nucleus Quilter
Titan Square Mile Sustainable Cautious	GBP Allocation 40-60% Equity	37.99	5.81	0.20	Aviva Transact Fidelity Adviser Solutions Aegon ARC abrdn Wrap Nucleus Quilter
Titan Square Mile Sustainable Defensive	GBP Allocation 20-40% Equity	27.40	5.31	0.20	Aviva Transact Fidelity Adviser Solutions Aegon ARC abrdn Wrap Nucleus Quilter
Titan Square Mile Sustainable Growth	GBP Allocation 60-80% Equity	54.64	6.34	0.20	Aviva Transact Fidelity Adviser Solutions Aegon ARC abrdn Wrap Nucleus Quilter
Transact Growth 25 Model Portfolio	GBP Allocation 20-40% Equity	21.42	6.13	0.06	Transact
Transact Growth 40 Model Portfolio	GBP Allocation 40-60% Equity	29.13	7.84	0.06	Transact
Transact Growth 50 Model Portfolio	GBP Allocation 40-60% Equity	36.45	10.09	0.06	Transact
Transact Growth 60 Model Portfolio	GBP Allocation 60-80% Equity	44.92	11.24	0.06	Transact

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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