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

	Global Category			Portfolio Date Sustainability Rating
Binary - Islamic Balanced	Moderate Allocation	Below Average	Low	2026-01-13 00:00:00
Binary - Islamic Cautious	Cautious Allocation	Below Average	Low	2026-01-13 00:00:00
Binary - Islamic Defensive	Cautious Allocation	Below Average	Low	2026-01-13 00:00:00
Binary - Islamic Growth	Aggressive Allocation	Average	Low	2026-01-13 00:00:00
Binary - Passive Adventurous	Aggressive Allocation	Above Average		2026-01-13 00:00:00
Binary - Passive Balanced	Moderate Allocation	Above Average	Below Average	2026-01-13 00:00:00
Binary - Passive Cautious	Cautious Allocation	Above Average	Below Average	2026-01-13 00:00:00
Binary - Passive Defensive	Cautious Allocation	Above Average	Below Average	2026-01-13 00:00:00
Binary - Passive Growth	Aggressive Allocation	Above Average	Average	2026-01-13 00:00:00
Binary - Sustainable Adventurous	Aggressive Allocation	High	Above Average	2026-01-13 00:00:00
Binary - Sustainable Balanced	Moderate Allocation	High	Average	2026-01-13 00:00:00
Binary - Sustainable Cautious	Cautious Allocation	High	Above Average	2026-01-13 00:00:00
Binary - Sustainable Defensive	Cautious Allocation	High	Above Average	2026-01-13 00:00:00
Binary - Sustainable Growth	Aggressive Allocation	High	Above Average	2026-01-13 00:00:00
Blackfinch Balanced MPS	Aggressive Allocation	Average	Average	2026-06-10 00:00:00
Blackfinch Cautious MPS	Moderate Allocation	Above Average	Average	2026-06-10 00:00:00
Blackfinch Defensive MPS	Cautious Allocation	Above Average	Above Average	2026-06-10 00:00:00
Blackfinch Enhanced Growth MPS	Aggressive Allocation	Average	Low	2026-06-10 00:00:00
Blackfinch Growth MPS	Aggressive Allocation	Average	Average	2026-06-10 00:00:00
BM Global MPS High Risk	Aggressive Allocation	Above Average	Above Average	2026-06-19 00:00:00

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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