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
Sparrows SCore Factor Equity 50 F	Moderate Allocation	Average	Average	05/06/2024
Sparrows SCore Factor Equity 50 H	Moderate Allocation	Average	Average	05/06/2024
Sparrows SCore Factor Equity 60 F	Moderate Allocation	Average	Average	05/06/2024
Sparrows SCore Factor Equity 60 H	Moderate Allocation	Average	Average	05/06/2024
Sparrows SCore Factor Equity 70 F	Aggressive Allocation	Average	Average	05/06/2024
Sparrows SCore Factor Equity 70 H	Aggressive Allocation	Above Average	Average	05/06/2024
Sparrows SCore Factor Equity 80 F	Aggressive Allocation	Average	Average	05/06/2024
Sparrows SCore Factor Equity 80 H	Aggressive Allocation	Above Average	Average	05/06/2024
Sparrows SCore Factor Equity 90 F	Aggressive Allocation	Average	Average	05/06/2024
Sparrows SCore Factor Equity 90 H	Aggressive Allocation	Above Average	Average	05/06/2024
Sparrows SCore Factor Equity Only F	Global Equity Large Cap	Below Average	Average	05/06/2024
Sparrows SCore Factor Equity Only H	Global Equity Large Cap	Average	Average	05/06/2024
Sparrows SCore Market Equity 20 F	Cautious Allocation	Average	Above Average	05/06/2024
Sparrows SCore Market Equity 40 F	Cautious Allocation	Average	Above Average	05/06/2024
Sparrows SCore Market Equity 60 F	Moderate Allocation	Average	Average	05/06/2024
Sparrows SCore Market Equity 80 F	Aggressive Allocation	Average	Average	05/06/2024
Sparrows SCore Market Equity Only (Funds	Global Equity Large Cap	Below Average		05/06/2024
Sparrows SCore Responsible Bond Only F	Global Fixed Income	High	Above Average	05/06/2024
Sparrows SCore Responsible Bond Only H	Global Fixed Income		Above Average	01/07/2025
Sparrows SCore Responsible Equity 10 F	Cautious Allocation	High	Above Average	05/06/2024

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