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
Tribe Impact Capital Medium-high SIMPS	Aggressive Allocation	High	Average	10/01/2025
Tribe Impact Capital Medium-low SIMPS	Moderate Allocation	High	Average	10/01/2025
Vanguard LS 100% Equity MPS Classic	Global Equity Large Cap	Below Average	Average	04/12/2024
Vanguard LS 100% Equity MPS Global	Global Equity Large Cap	Below Average		04/12/2024
Vanguard LS 20% Equity MPS Classic	Cautious Allocation	Average	Above Average	04/12/2024
Vanguard LS 20% Equity MPS Global	Cautious Allocation	Average	Above Average	04/12/2024
Vanguard LS 40% Equity MPS Classic	Cautious Allocation	Average	Above Average	04/12/2024
Vanguard LS 40% Equity MPS Global	Cautious Allocation	Average	Above Average	04/12/2024
Vanguard LS 60% Equity MPS Classic	Moderate Allocation	Average	Average	04/12/2024
Vanguard LS 60% Equity MPS Global	Moderate Allocation	Average	Average	04/12/2024
Vanguard LS 80% Equity MPS Classic	Aggressive Allocation	Average	Average	04/12/2024
Vanguard LS 80% Equity MPS Global	Aggressive Allocation	Average	Average	04/12/2024
Vintage MPS Sustainable Future Balanced	Moderate Allocation	High	Average	31/07/2023
Vintage MPS Sustainable Future Cautious	Cautious Allocation	High	Average	31/07/2023
Vintage MPS Sustainable Future Growth	Aggressive Allocation	High	Average	31/07/2023
Voyager Balanced CO	Aggressive Allocation	Above Average	Average	01/10/2024
Voyager Conservative CO	Moderate Allocation	Above Average	Average	01/10/2024
Voyager Conservative Higher Income CO	Moderate Allocation	Above Average	Above Average	01/10/2024
Voyager Defensive CO	Cautious Allocation	Above Average	Above Average	01/10/2024
Voyager Ethical Income CO	Moderate Allocation	High	Average	01/10/2024

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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