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
Transact Growth 40 Model Portfolio	20/06/2024	34	35.67	57.75	5.69	0.89
Transact Growth 50 Model Portfolio	20/06/2024	33	50.17	42.91	5.54	1.38
Transact Growth 60 Model Portfolio	20/06/2024	31	63.81	31.65	2.67	1.87
Transact Growth 70 Model Portfolio	20/06/2024	31	77.09	17.70	3.40	1.81
Transact Growth 80 Model Portfolio	20/06/2024	20	91.41	4.92	2.46	1.22
Transact Growth 95 Model Portfolio	20/06/2024	16	96.86	0.04	2.47	0.63
Tribe Impact Capital Equity Risk SIMPS	07/05/2025	15	96.51	0.02	2.81	0.66
Tribe Impact Capital High SIMPS	07/05/2025	18	79.62	12.95	5.61	1.82
Tribe Impact Capital Low Risk SIMPS	07/05/2025	16	22.97	62.02	13.28	1.73
Tribe Impact Capital Medium SIMPS	07/05/2025	20	56.83	33.81	7.84	1.53
Tribe Impact Capital Medium-high SIMPS	07/05/2025	22	68.22	23.38	6.73	1.67
Tribe Impact Capital Medium-low SIMPS	07/05/2025	20	39.90	47.92	10.56	1.63
Vanguard LS 100% Equity MPS Classic	03/09/2025	7	96.74	0.01	2.00	1.25
Vanguard LS 100% Equity MPS Global	03/09/2025	7	97.72	0	2.00	0.28
Vanguard LS 20% Equity MPS Classic	03/09/2025	16	19.26	78.37	2.01	0.36
Vanguard LS 20% Equity MPS Global	03/09/2025	16	19.54	78.38	2.01	0.08
Vanguard LS 40% Equity MPS Classic	03/09/2025	16	38.57	58.78	2.00	0.65
Vanguard LS 40% Equity MPS Global	03/09/2025	16	39.08	58.78	2.00	0.13
Vanguard LS 60% Equity MPS Classic	03/09/2025	16	57.94	39.18	2.00	0.87
Vanguard LS 60% Equity MPS Global	03/09/2025	16	58.63	39.19	2.00	0.18

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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