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
Sparrows SCore Factor Equity 90 H	2026-04-02 00:00:00	13	89.41	8.03	2.47	0.09
Sparrows SCore Factor Equity Only F	2026-04-07 00:00:00	7	97.80	0	1.95	0.25
Sparrows SCore Factor Equity Only H	2026-04-02 00:00:00	11	97.39	0	2.51	0.09
Sparrows SCore Market Equity 20 F	2024-06-05 00:00:00	6	19.93	77.55	2.27	0.24
Sparrows SCore Market Equity 40 F	2024-06-05 00:00:00	6	39.86	57.67	2.20	0.27
Sparrows SCore Market Equity 60 F	2024-06-05 00:00:00	6	59.80	37.78	2.13	0.29
Sparrows SCore Market Equity 80 F	2024-06-05 00:00:00	6	79.73	17.90	2.06	0.31
Sparrows SCore Market Equity Only (Funds	2024-06-05 00:00:00	4	97.67	0	2.00	0.33
Sparrows SCore Responsible Bond Only F	2024-06-05 00:00:00	6	0	97.33	2.66	0
Sparrows SCore Responsible Bond Only H	2025-07-01 00:00:00	4	0	94.18	5.79	0.03
Sparrows SCore Responsible Equity 10 F	2024-06-05 00:00:00	9	9.96	87.40	2.60	0.04
Sparrows SCore Responsible Equity 10 H	2025-07-01 00:00:00	8	9.95	84.57	5.41	0.07
Sparrows SCore Responsible Equity 20 F	2024-06-05 00:00:00	9	19.92	77.47	2.53	0.08
Sparrows SCore Responsible Equity 20 H	2025-07-01 00:00:00	8	19.91	74.96	5.03	0.10
Sparrows SCore Responsible Equity 30 F	2024-06-05 00:00:00	9	29.87	67.54	2.46	0.13
Sparrows SCore Responsible Equity 30 H	2025-07-01 00:00:00	8	29.86	65.35	4.65	0.14
Sparrows SCore Responsible Equity 40 F	2024-06-05 00:00:00	9	39.83	57.61	2.39	0.17
Sparrows SCore Responsible Equity 40 H	2025-07-01 00:00:00	8	39.81	55.74	4.27	0.17
Sparrows SCore Responsible Equity 50 F	2024-06-05 00:00:00	9	49.79	47.67	2.33	0.21
Sparrows SCore Responsible Equity 50 H	2025-07-01 00:00:00	8	49.77	46.13	3.89	0.21

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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