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: 30/06/2026

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
Timeline Tracker 40	GBP Allocation 40-60% Equity	28.68	10.13	0.09	Fundment Aviva Transact Benchmark Wealthtime Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus True Potential Quilter
Timeline Tracker 50	GBP Allocation 40-60% Equity	33.59	11.54	0.09	Fundment Aviva Transact Benchmark Wealthtime Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus True Potential Quilter
Timeline Tracker 60	GBP Allocation 60-80% Equity	40.33	12.93	0.09	Fundment Aviva Transact Benchmark Wealthtime Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus True Potential Quilter
Timeline Tracker 70	GBP Allocation 60-80% Equity	48.28	14.30	0.09	Fundment Aviva Transact Benchmark Wealthtime Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus True Potential Quilter
Timeline Tracker 80	GBP Allocation 60-80% Equity	59.09	15.64	0.09	Fundment Aviva Transact Benchmark Wealthtime Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus True Potential Quilter
Timeline Tracker 90	GBP Allocation 80%+ Equity	65.51	16.97	0.09	Fundment Aviva Transact Benchmark Wealthtime Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus True Potential Quilter
Titan SM Sustainable Adventurous	GBP Allocation 80%+ Equity	56.36	8.42	0.20	Aviva Transact Fidelity Adviser Solutions Aegon ARC abrdn Wrap Nucleus Quilter
Titan Square Mile Active Adventurous	GBP Allocation 80%+ Equity	56.63	13.05	0.20	Aviva Transact Fidelity Adviser Solutions Quilter
Titan Square Mile Active Balanced	GBP Allocation 40-60% Equity	39.20	10.17	0.20	Aviva Transact Fidelity Adviser Solutions Quilter
Titan Square Mile Active Cautious	GBP Allocation 40-60% Equity	31.20	8.87	0.20	Aviva Transact Fidelity Adviser Solutions Quilter
Titan Square Mile Active Defensive	GBP Allocation 20-40% Equity	24.02	7.19	0.20	Aviva Transact Fidelity Adviser Solutions Quilter
Titan Square Mile Active Growth	GBP Allocation 60-80% Equity	51.18	11.56	0.20	Aviva Transact Fidelity Adviser Solutions Quilter
Titan Square Mile Blend Adventurous	GBP Allocation 80%+ Equity	54.30	14.27	0.20	Aviva Transact abrdn Wrap Quilter
Titan Square Mile Blend Balanced	GBP Allocation 40-60% Equity	38.44	11.15	0.20	Aviva Transact Fidelity Adviser Solutions Quilter
Titan Square Mile Blend Cautious	GBP Allocation 40-60% Equity	30.65	9.63	0.20	Aviva Transact Fidelity Adviser Solutions Quilter
Titan Square Mile Blend Defensive	GBP Allocation 20-40% Equity	24.06	7.73	0.20	Aviva Transact Fidelity Adviser Solutions Quilter
Titan Square Mile Blend Growth	GBP Allocation 60-80% Equity	49.85	12.49	0.20	Aviva Transact abrdn Wrap Quilter
Titan Square Mile Income	GBP Allocation 40-60% Equity	32.32	8.35	0.20	Aviva Transact abrdn Wrap Quilter
Titan Square Mile Passive Adventurous	GBP Allocation 80%+ Equity	55.30	15.39	0.15	Aviva Transact Fidelity Adviser Solutions Aegon ARC abrdn Wrap Quilter
Titan Square Mile Passive Balanced	GBP Allocation 60-80% Equity	41.29	12.16	0.15	Aviva Transact Aegon Fidelity Adviser Solutions Aegon ARC abrdn Wrap 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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