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 Responsible Equity 10 H	Cautious Allocation	High	Above Average	01/07/2025
Sparrows SCore Responsible Equity 20 F	Cautious Allocation	High	Above Average	05/06/2024
Sparrows SCore Responsible Equity 20 H	Cautious Allocation	High	Above Average	01/07/2025
Sparrows SCore Responsible Equity 30 F	Cautious Allocation	High	Above Average	05/06/2024
Sparrows SCore Responsible Equity 30 H	Cautious Allocation	High	Above Average	01/07/2025
Sparrows SCore Responsible Equity 40 F	Cautious Allocation	High	Above Average	05/06/2024
Sparrows SCore Responsible Equity 40 H	Cautious Allocation	High	Above Average	01/07/2025
Sparrows SCore Responsible Equity 50 F	Moderate Allocation	High	Average	05/06/2024
Sparrows SCore Responsible Equity 50 H	Moderate Allocation	High	Average	01/07/2025
Sparrows SCore Responsible Equity 60 F	Moderate Allocation	High	Average	05/06/2024
Sparrows SCore Responsible Equity 60 H	Moderate Allocation	High	Average	01/07/2025
Sparrows SCore Responsible Equity 70 F	Aggressive Allocation	High	Average	05/06/2024
Sparrows SCore Responsible Equity 70 H	Aggressive Allocation	High	Average	01/07/2025
Sparrows SCore Responsible Equity 80 F	Aggressive Allocation	High	Average	05/06/2024
Sparrows SCore Responsible Equity 80 H	Aggressive Allocation	High	Average	01/07/2025
Sparrows SCore Responsible Equity 90 F	Aggressive Allocation	High	Average	05/06/2024
Sparrows SCore Responsible Equity 90 H	Aggressive Allocation	High	Average	01/07/2025
Sparrows SCore Responsible Equity Only F	Global Equity Large Cap	High		05/06/2024
Sparrows SCore Responsible Equity Only H	Global Equity Large Cap	High		01/07/2025
Tatton Core Active	Aggressive Allocation	Average	Average	18/08/2025

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