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
Titan Square Mile Passive Growth	2025-09-24 00:00:00	13	69.12	27.92	2.03	0.93
Titan Square Mile Sustainable Balanced	2026-02-10 00:00:00	23	56.83	33.92	8.04	1.22
Titan Square Mile Sustainable Cautious	2026-02-10 00:00:00	22	44.01	47.14	7.53	1.32
Titan Square Mile Sustainable Defensive	2026-02-10 00:00:00	19	29.33	59.63	9.70	1.33
Titan Square Mile Sustainable Growth	2026-02-10 00:00:00	23	68.04	24.39	6.49	1.08
Transact Growth 25 Model Portfolio	2025-12-31 00:00:00	34	20.12	68.21	10.01	1.66
Transact Growth 40 Model Portfolio	2025-12-31 00:00:00	34	31.70	58.24	6.44	3.62
Transact Growth 50 Model Portfolio	2025-12-31 00:00:00	32	44.03	51.48	1.91	2.58
Transact Growth 60 Model Portfolio	2025-12-31 00:00:00	31	58.21	35.30	2.60	3.88
Transact Growth 70 Model Portfolio	2025-12-31 00:00:00	31	68.49	22.59	2.94	5.98
Transact Growth 80 Model Portfolio	2025-12-31 00:00:00	24	82.76	7.06	1.97	8.22
Transact Growth 95 Model Portfolio	2025-12-31 00:00:00	16	86.70	0.13	1.92	11.25
Tribe Impact Capital Equity Risk SIMPS	2025-05-07 00:00:00	15	96.51	0.02	2.81	0.66
Tribe Impact Capital High SIMPS	2025-05-07 00:00:00	18	79.62	12.95	5.61	1.82
Tribe Impact Capital Low Risk SIMPS	2025-05-07 00:00:00	16	22.97	62.02	13.28	1.73
Tribe Impact Capital Medium SIMPS	2025-05-07 00:00:00	20	56.83	33.81	7.84	1.53
Tribe Impact Capital Medium-high SIMPS	2025-05-07 00:00:00	22	68.22	23.38	6.73	1.67
Tribe Impact Capital Medium-low SIMPS	2025-05-07 00:00:00	20	39.90	47.92	10.56	1.63
Umbra Blended Adventurous	2026-01-30 00:00:00	25	74.74	19.07	1.63	4.57
Umbra Blended Balanced	2026-01-30 00:00:00	27	61.03	33.73	1.45	3.79

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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