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
Titan Square Mile Passive Cautious	GBP Allocation 40-60% Equity	32.19	10.35	0.15	Aviva Transact Aegon Fidelity Adviser Solutions Aegon ARC abrdn Wrap Quilter
Titan Square Mile Passive Defensive	GBP Allocation 20-40% Equity	24.50	8.38	0.15	Aviva Transact Aegon Fidelity Adviser Solutions Aegon ARC abrdn Wrap Quilter
Titan Square Mile Passive Equity	Global Large-Cap Blend Equity	64.57	17.33	0.15	Aviva Transact Fidelity Adviser Solutions Aegon ARC abrdn Wrap Quilter
Titan Square Mile Passive Growth	GBP Allocation 60-80% Equity	51.64	13.75	0.15	Aviva Transact Aegon Fidelity Adviser Solutions Aegon ARC abrdn Wrap Quilter
Titan Square Mile Sustainable Balanced	GBP Allocation 60-80% Equity	41.90	7.03	0.20	Aviva Transact Fidelity Adviser Solutions Aegon ARC abrdn Wrap Nucleus Quilter
Titan Square Mile Sustainable Cautious	GBP Allocation 40-60% Equity	32.79	7.19	0.20	Aviva Transact Fidelity Adviser Solutions Aegon ARC abrdn Wrap Nucleus Quilter
Titan Square Mile Sustainable Defensive	GBP Allocation 20-40% Equity	24.38	6.49	0.20	Aviva Transact Fidelity Adviser Solutions Aegon ARC abrdn Wrap Nucleus Quilter
Titan Square Mile Sustainable Growth	GBP Allocation 60-80% Equity	51.31	7.90	0.20	Aviva Transact Fidelity Adviser Solutions Aegon ARC abrdn Wrap Nucleus Quilter
Transact Growth 25 Model Portfolio	GBP Allocation 20-40% Equity	17.34	7.21	0.06	Transact
Transact Growth 40 Model Portfolio	GBP Allocation 40-60% Equity	26.14	8.98	0.06	Transact
Transact Growth 50 Model Portfolio	GBP Allocation 40-60% Equity	33.56	11.21	0.06	Transact
Transact Growth 60 Model Portfolio	GBP Allocation 60-80% Equity	42.31	12.53	0.06	Transact
Transact Growth 70 Model Portfolio	GBP Allocation 60-80% Equity	57.77	14.13	0.06	Transact
Transact Growth 80 Model Portfolio	GBP Allocation 80%+ Equity	68.31	15.75	0.06	Transact
Transact Growth 95 Model Portfolio	Global Large-Cap Blend Equity	71.78	16.50	0.06	Transact
Tribe Impact Capital Equity Risk SIMPS	Global Large-Cap Blend Equity	70.31	6.73	0.25	M&G Wealth Transact Aegon 7IM Aegon ARC abrdn Wrap Nucleus True Potential Quilter
Tribe Impact Capital High SIMPS	GBP Allocation 60-80% Equity	61.68	5.81	0.25	M&G Wealth Transact Aegon 7IM Aegon ARC abrdn Wrap Nucleus True Potential Quilter
Tribe Impact Capital Low Risk SIMPS	GBP Allocation 20-40% Equity	25.07	4.96	0.25	M&G Wealth Transact Aegon 7IM Aegon ARC abrdn Wrap Nucleus True Potential Quilter
Tribe Impact Capital Medium SIMPS	GBP Allocation 40-60% Equity	44.85	5.84	0.25	M&G Wealth Transact Aegon 7IM Aegon ARC abrdn Wrap Nucleus True Potential Quilter
Tribe Impact Capital Medium-high SIMPS	GBP Allocation 60-80% Equity	52.86	5.88	0.25	M&G Wealth Transact Aegon 7IM Aegon ARC abrdn Wrap Nucleus True Potential 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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