Morningstar - Managed portfolio tool

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

Morningstar Portfolio Risk Score™ Morningstar Sustainability Rating™

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Latest Portfolio Transaction Date
Binary - Sustainable Adventurous	10/07/2025	10	86.92	5.95	5.39	1.73
Binary - Sustainable Balanced	10/07/2025	12	58.84	32.36	6.04	2.76
Binary - Sustainable Cautious	10/07/2025	14	40.25	50.72	5.93	3.10
Binary - Sustainable Defensive	10/07/2025	11	20.08	69.99	6.15	3.78
Binary - Sustainable Growth	10/07/2025	11	78.06	13.58	5.87	2.48
Blackfinch Balanced MPS	06/10/2023	30	51.90	31.63	7.30	1.17
Blackfinch Cautious MPS	06/10/2023	27	38.46	50.24	4.12	1.18
Blackfinch Defensive MPS	06/10/2023	22	19.98	68.40	4.33	1.30
Blackfinch Enhanced Growth MPS	06/10/2023	23	77.32	12.17	4.18	1.33
Blackfinch Growth MPS	06/10/2023	26	68.24	18.42	5.30	1.03
BM Global MPS High Risk	15/10/2025	13	93.82	0.20	3.95	2.03
BM Global MPS High Risk (Passive)	15/10/2025	10	93.76	0.20	3.73	2.31
BM Global MPS Low Medium Risk (Passive)	15/10/2025	17	41.13	48.87	8.06	1.93
BM Global MPS Low Risk	15/10/2025	24	18.13	65.21	10.73	5.93
BM Global MPS Low Risk (Passive)	15/10/2025	17	21.53	66.77	9.90	1.80
BM Global MPS Low to Medium Risk	15/10/2025	24	37.88	47.19	8.99	5.94
BM Global MPS Medium High Risk (Passive)	15/10/2025	15	82.95	11.10	3.70	2.24
BM Global MPS Medium Risk	15/10/2025	21	60.21	26.45	7.49	5.85
BM Global MPS Medium Risk (Passive)	15/10/2025	16	63.45	27.52	6.92	2.11
BM Global MPS Medium to High Risk	15/10/2025	19	81.09	12.31	4.64	1.96

The Portfolio Holdings date represents the latest stated transactional positions. Providers confirm their position quarterly at a minimum, for further information please view The Morningstar Attestation & Understanding document.

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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