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
Titan Square Mile Blend Adventurous	Aggressive Allocation	Above Average	Average	2026-01-29 00:00:00
Titan Square Mile Blend Balanced	Moderate Allocation	Average	Average	2026-01-29 00:00:00
Titan Square Mile Blend Cautious	Moderate Allocation	Above Average	Average	2026-01-29 00:00:00
Titan Square Mile Blend Defensive	Cautious Allocation	Above Average	Average	2026-01-29 00:00:00
Titan Square Mile Blend Growth	Aggressive Allocation	Above Average	Average	2026-01-29 00:00:00
Titan Square Mile Income	Moderate Allocation	Above Average	Average	2026-01-13 00:00:00
Titan Square Mile Passive Adventurous	Aggressive Allocation	Above Average	Average	2025-09-24 00:00:00
Titan Square Mile Passive Balanced	Aggressive Allocation	Above Average	Average	2025-09-24 00:00:00
Titan Square Mile Passive Cautious	Moderate Allocation	Above Average	Average	2025-09-24 00:00:00
Titan Square Mile Passive Defensive	Cautious Allocation	Above Average	Above Average	2025-09-24 00:00:00
Titan Square Mile Passive Equity	Global Equity Large Cap	Below Average	Average	2025-09-24 00:00:00
Titan Square Mile Passive Growth	Aggressive Allocation	Above Average	Average	2025-09-24 00:00:00
Titan Square Mile Sustainable Balanced	Aggressive Allocation	High	Above Average	2026-02-10 00:00:00
Titan Square Mile Sustainable Cautious	Moderate Allocation	High	Average	2026-02-10 00:00:00
Titan Square Mile Sustainable Defensive	Cautious Allocation	High	Above Average	2026-02-10 00:00:00
Titan Square Mile Sustainable Growth	Aggressive Allocation	High	Above Average	2026-02-10 00:00:00
Transact Growth 25 Model Portfolio	Cautious Allocation	Above Average	Average	2025-12-31 00:00:00
Transact Growth 40 Model Portfolio	Moderate Allocation	Average	Average	2025-12-31 00:00:00
Transact Growth 50 Model Portfolio	Moderate Allocation	Average	Average	2025-12-31 00:00:00
Transact Growth 60 Model Portfolio	Aggressive Allocation	Above Average	Average	2025-12-31 00:00:00

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