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
Schroder Sustainable Portfolio 7	Aggressive Allocation	High	Average	2026-05-31 00:00:00
Schroder Sustainable Portfolio 8	Aggressive Allocation	High	Average	2026-05-31 00:00:00
Shard Capital - Balanced EUR UCITS	Moderate Allocation	Above Average	Above Average	2025-12-31 00:00:00
Shard Capital - Balanced GBP UCITS	Moderate Allocation	Above Average	Average	2026-04-30 00:00:00
Shard Capital - Cautious EUR UCITS	Cautious Allocation	Above Average	Above Average	2025-12-31 00:00:00
Shard Capital - Cautious GBP UCITS Portf	Cautious Allocation	Above Average	Above Average	2026-04-30 00:00:00
Shard Capital - Steady Growth EUR UCITS	Aggressive Allocation	Above Average	Above Average	2025-12-31 00:00:00
Shard Capital - Steady Growth GBP UCITS	Aggressive Allocation	Above Average	Above Average	2026-04-30 00:00:00
Soderberg & Partners Active Adventurous	Global Equity Large Cap	Average	Average	2026-02-26 00:00:00
Soderberg & Partners Active Balanced	Aggressive Allocation	Above Average	Average	2026-02-26 00:00:00
Soderberg & Partners Active Cautious	Cautious Allocation	Average	Above Average	2026-02-26 00:00:00
Soderberg & Partners Active Growth	Aggressive Allocation	Above Average	Average	2026-02-26 00:00:00
Soderberg & Partners Blended Adventurous	Aggressive Allocation	Above Average	Above Average	2026-02-26 00:00:00
Soderberg & Partners Blended Balanced	Moderate Allocation	Average	Average	2026-02-26 00:00:00
Soderberg & Partners Blended Cautious	Cautious Allocation	Average	Above Average	2026-02-26 00:00:00
Soderberg & Partners Blended Growth	Aggressive Allocation	Above Average	Above Average	2026-02-26 00:00:00
Soderberg & Partners Core Adventurous	Global Equity Large Cap	Average	Average	2026-02-26 00:00:00
Soderberg & Partners Core Balanced	Aggressive Allocation	Above Average	Average	2026-02-26 00:00:00
Soderberg & Partners Core Cautious	Cautious Allocation	Average	Above Average	2026-02-26 00:00:00
Soderberg & Partners Core Defensive	Global Fixed Income	Below Average	Above Average	2026-02-26 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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