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

		Morningstar Category	3yr Std Dev %
TEAM Multi-Asset Conservative	34.84	GBP Allocation 40-60% Equity	6.41
TEAM Multi-Asset Growth	64.94	GBP Allocation 60-80% Equity	9.4
Timeline Classic 0	10.65	Global Diversified Bond - GBP Hedged	3.48
Timeline Classic 10	11.25	GBP Allocation 0-20% Equity	3.85
Timeline Classic 100	74.01	Global Large-Cap Blend Equity	10.47
Timeline Classic 20	17.81	GBP Allocation 0-20% Equity	4.44
Timeline Classic 30	24.82	GBP Allocation 20-40% Equity	5.14
Timeline Classic 40	30.51	GBP Allocation 20-40% Equity	5.89
Timeline Classic 50	39.60	GBP Allocation 40-60% Equity	6.68
Timeline Classic 60	49.11	GBP Allocation 40-60% Equity	7.48
Timeline Classic 70	58.10	GBP Allocation 60-80% Equity	8.27
Timeline Classic 80	66.76	GBP Allocation 60-80% Equity	9.07
Timeline Classic 90	71.26	GBP Allocation 80%+ Equity	9.85
Timeline ESG Classic 0	9.98	Global Diversified Bond - GBP Hedged	3.6
Timeline ESG Classic 10	10.71	GBP Allocation 0-20% Equity	4.06
Timeline ESG Classic 100	76.61	Global Large-Cap Blend Equity	11.44
Timeline ESG Classic 20	16.46	GBP Allocation 0-20% Equity	4.73
Timeline ESG Classic 30	24.47	GBP Allocation 20-40% Equity	5.52
Timeline ESG Classic 40	30.33	GBP Allocation 20-40% Equity	6.37
Timeline ESG Classic 50	39.66	GBP Allocation 40-60% Equity	7.25

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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