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
Timeline Tracker 100	Global Equity Large Cap
Timeline Tracker 20	Cautious Allocation
Timeline Tracker 30	Cautious Allocation
Timeline Tracker 40	Moderate Allocation
Timeline Tracker 50	Moderate Allocation
Timeline Tracker 60	Moderate Allocation
Timeline Tracker 70	Aggressive Allocation
Timeline Tracker 80	Aggressive Allocation
Timeline Tracker 90	Aggressive Allocation
Transact Growth 25 Model Portfolio	Cautious Allocation	Above Average	Above Average	20/06/2024
Transact Growth 40 Model Portfolio	Moderate Allocation	Average	Average	20/06/2024
Transact Growth 50 Model Portfolio	Moderate Allocation	Average	Below Average	20/06/2024
Transact Growth 60 Model Portfolio	Aggressive Allocation	Above Average	Average	20/06/2024
Transact Growth 70 Model Portfolio	Aggressive Allocation	Above Average	Average	20/06/2024
Transact Growth 80 Model Portfolio	Aggressive Allocation	Above Average	Average	20/06/2024
Transact Growth 95 Model Portfolio	Global Equity Large Cap	Average	High	20/06/2024
Tribe Impact Capital Equity Risk SIMPS	Global Equity Large Cap	Above Average	High	10/01/2025
Tribe Impact Capital High SIMPS	Aggressive Allocation	High	Average	10/01/2025
Tribe Impact Capital Low Risk SIMPS	Cautious Allocation	High	Above Average	10/01/2025
Tribe Impact Capital Medium SIMPS	Moderate Allocation	High	Average	10/01/2025

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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