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	Average	Below Average	2026-01-12 00:00:00
Timeline Tracker 20	Cautious Allocation	Above Average	Average	2026-01-12 00:00:00
Timeline Tracker 30	Cautious Allocation	Above Average	Average	2026-01-12 00:00:00
Timeline Tracker 40	Moderate Allocation	Above Average	Average	2026-01-12 00:00:00
Timeline Tracker 50	Moderate Allocation	Above Average	Average	2026-01-12 00:00:00
Timeline Tracker 60	Moderate Allocation	Above Average	Average	2026-01-12 00:00:00
Timeline Tracker 70	Aggressive Allocation	Above Average	Average	2026-01-12 00:00:00
Timeline Tracker 80	Aggressive Allocation	Above Average	Average	2026-01-12 00:00:00
Timeline Tracker 90	Aggressive Allocation	Above Average	Average	2026-01-12 00:00:00
Titan SM Sustainable Adventurous	Aggressive Allocation	High	Above Average	2026-06-12 00:00:00
Titan Square Mile Active Adventurous	Aggressive Allocation	Above Average	Average	2026-01-29 00:00:00
Titan Square Mile Active Balanced	Moderate Allocation	Above Average	Average	2026-06-19 00:00:00
Titan Square Mile Active Cautious	Moderate Allocation	Above Average	Average	2026-06-19 00:00:00
Titan Square Mile Active Defensive	Cautious Allocation	Above Average	Average	2026-06-19 00:00:00
Titan Square Mile Active Growth	Aggressive Allocation	Above Average	Average	2026-06-19 00:00:00
Titan Square Mile Blend Adventurous	Aggressive Allocation	Above Average	Average	2026-06-19 00:00:00
Titan Square Mile Blend Balanced	Moderate Allocation	Above Average	Average	2026-06-19 00:00:00
Titan Square Mile Blend Cautious	Moderate Allocation	Above Average	Average	2026-06-19 00:00:00
Titan Square Mile Blend Defensive	Cautious Allocation	Above Average	Average	2026-06-19 00:00:00
Titan Square Mile Blend Growth	Aggressive Allocation	Above Average	Average	2026-06-19 00:00:00

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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