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
Titan SM Sustainable Adventurous	Aggressive Allocation	High	Above Average	20/05/2025
Titan Square Mile Active Adventurous	Aggressive Allocation	Above Average	Average	26/05/2025
Titan Square Mile Active Balanced	Moderate Allocation	Above Average	Average	31/05/2025
Titan Square Mile Active Cautious	Moderate Allocation	Above Average	Average	31/05/2025
Titan Square Mile Active Defensive	Cautious Allocation	Above Average	Average	31/05/2025
Titan Square Mile Active Growth	Aggressive Allocation	Above Average	Average	26/05/2025
Titan Square Mile Blend Adventurous	Aggressive Allocation	Above Average	Average	26/05/2025
Titan Square Mile Blend Balanced	Moderate Allocation	Average	Average	31/05/2025
Titan Square Mile Blend Cautious	Moderate Allocation	Average	Average	26/05/2025
Titan Square Mile Blend Defensive	Cautious Allocation	Above Average	Average	26/05/2025
Titan Square Mile Blend Growth	Aggressive Allocation	Above Average	Average	26/05/2025

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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