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
Timeline Classic 10	2022-09-09 00:00:00	9	9.88	86.82	2.12	1.17
Timeline Classic 100	2022-09-09 00:00:00	6	96.87	0	2.93	0.20
Timeline Classic 20	2022-09-09 00:00:00	9	19.76	76.96	2.21	1.07
Timeline Classic 30	2022-09-09 00:00:00	9	29.65	67.09	2.30	0.96
Timeline Classic 40	2022-09-09 00:00:00	9	39.53	57.22	2.39	0.86
Timeline Classic 50	2022-09-09 00:00:00	9	49.41	47.36	2.48	0.75
Timeline Classic 60	2022-09-09 00:00:00	9	59.29	37.49	2.58	0.64
Timeline Classic 70	2022-09-09 00:00:00	9	69.17	27.63	2.67	0.53
Timeline Classic 80	2022-09-09 00:00:00	9	79.06	17.76	2.77	0.41
Timeline Classic 90	2022-09-09 00:00:00	9	88.96	7.90	2.86	0.29
Timeline ESG Classic 0	2023-12-20 00:00:00	4	0	96.30	3.65	0.06
Timeline ESG Classic 10	2023-12-20 00:00:00	8	9.94	86.47	3.53	0.07
Timeline ESG Classic 100	2023-12-20 00:00:00	5	97.38	0	2.48	0.14
Timeline ESG Classic 20	2023-12-20 00:00:00	8	19.87	76.64	3.41	0.07
Timeline ESG Classic 30	2023-12-20 00:00:00	8	29.81	66.82	3.29	0.08
Timeline ESG Classic 40	2023-12-20 00:00:00	8	39.75	56.99	3.17	0.09
Timeline ESG Classic 50	2023-12-20 00:00:00	8	49.68	47.17	3.05	0.10
Timeline ESG Classic 60	2023-12-20 00:00:00	8	59.62	37.34	2.93	0.11
Timeline ESG Classic 70	2023-12-20 00:00:00	8	69.56	27.51	2.81	0.12
Timeline ESG Classic 80	2023-12-20 00:00:00	8	79.50	17.69	2.69	0.13

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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