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
Tribe Impact Capital Medium-high SIMPS	10/01/2025	21	72.10	19.58	6.45	1.88
Tribe Impact Capital Medium-low SIMPS	10/01/2025	19	42.54	44.60	11.10	1.76
Vanguard LS 100% Equity MPS Classic	05/03/2025	7	96.69	0.02	2.00	1.29
Vanguard LS 100% Equity MPS Global	05/03/2025	7	97.75	0	2.00	0.25
Vanguard LS 20% Equity MPS Classic	05/03/2025	16	19.30	78.24	2.01	0.45
Vanguard LS 20% Equity MPS Global	05/03/2025	16	19.55	78.25	2.01	0.20
Vanguard LS 40% Equity MPS Classic	05/03/2025	16	38.61	58.68	2.01	0.70
Vanguard LS 40% Equity MPS Global	05/03/2025	16	39.10	58.69	2.01	0.21
Vanguard LS 60% Equity MPS Classic	05/03/2025	16	57.96	39.12	2.00	0.91
Vanguard LS 60% Equity MPS Global	05/03/2025	16	58.65	39.12	2.00	0.22
Vanguard LS 80% Equity MPS Classic	05/03/2025	16	77.32	19.57	2.00	1.11
Vanguard LS 80% Equity MPS Global	05/03/2025	16	78.20	19.56	2.00	0.23
Vintage MPS Sustainable Future Balanced	31/07/2023	25	57.89	32.59	6.28	3.23
Vintage MPS Sustainable Future Cautious	31/07/2023	23	23.32	61.26	13.25	2.17
Vintage MPS Sustainable Future Growth	31/07/2023	23	86.08	6.94	4.05	2.93
Voyager Balanced CO	01/10/2024	26	61.80	35.86	0.15	2.20
Voyager Conservative CO	01/10/2024	27	55.06	41.73	0.22	2.99
Voyager Conservative Higher Income CO	01/10/2024	23	51.81	40.99	3.71	3.49
Voyager Defensive CO	01/10/2024	24	19.83	78.22	-0.40	2.35
Voyager Ethical Income CO	01/10/2024	24	59.36	34.79	3.45	2.40

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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