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 Tracker 70	2026-01-12 00:00:00	12	69.27	27.76	2.83	0.15
Timeline Tracker 80	2026-01-12 00:00:00	12	79.16	17.84	2.84	0.16
Timeline Tracker 90	2026-01-12 00:00:00	12	89.06	7.93	2.84	0.17
Titan SM Sustainable Adventurous	2026-02-10 00:00:00	20	80.29	12.42	6.31	0.98
Titan Square Mile Active Adventurous	2026-01-29 00:00:00	13	72.00	9.50	12.63	5.87
Titan Square Mile Active Balanced	2026-01-29 00:00:00	15	51.22	25.63	15.93	7.22
Titan Square Mile Active Cautious	2026-01-29 00:00:00	15	40.38	37.08	15.27	7.27
Titan Square Mile Active Defensive	2026-01-29 00:00:00	14	29.09	47.12	15.81	7.98
Titan Square Mile Active Growth	2026-01-29 00:00:00	15	61.34	17.90	14.11	6.65
Titan Square Mile Blend Adventurous	2026-01-29 00:00:00	14	74.16	16.36	4.50	4.99
Titan Square Mile Blend Balanced	2026-01-29 00:00:00	17	51.48	39.20	4.09	5.23
Titan Square Mile Blend Cautious	2026-01-29 00:00:00	15	40.34	50.77	3.83	5.06
Titan Square Mile Blend Defensive	2026-01-29 00:00:00	14	28.01	60.26	6.50	5.22
Titan Square Mile Blend Growth	2026-01-29 00:00:00	17	62.37	28.64	4.25	4.73
Titan Square Mile Income	2026-01-13 00:00:00	15	40.12	48.68	9.55	1.66
Titan Square Mile Passive Adventurous	2025-09-24 00:00:00	10	82.02	15.07	1.91	1.00
Titan Square Mile Passive Balanced	2025-09-24 00:00:00	14	57.23	39.86	2.08	0.82
Titan Square Mile Passive Cautious	2025-09-24 00:00:00	15	44.38	52.74	2.19	0.69
Titan Square Mile Passive Defensive	2025-09-24 00:00:00	13	31.38	62.65	5.28	0.70
Titan Square Mile Passive Equity	2025-09-24 00:00:00	8	96.92	0.08	1.90	1.09

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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