Morningstar - Managed portfolio tool

Investment provider Strategy Morningstar category Platform availability Max. Discretionary Management Fee Morningstar Portfolio Risk Score™ Morningstar Sustainability Rating™

Holdings based return calculated up-to: 31/10/2023

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
Vanguard LS 80% Equity MPS Global	GBP Allocation 60-80% Equity	54.02		0.10	Aegon abrdn Wrap Quilter Transact Fidelity FundsNetwork Aviva Nucleus 7IM Novia Financial Aegon ARC
Vintage MPS Sustainable Future Balanced	GBP Allocation 40-60% Equity	41.27	-1.60	0.30	Aviva
Vintage MPS Sustainable Future Cautious	GBP Allocation 20-40% Equity	17.48		0.30	Aviva
Vintage MPS Sustainable Future Growth	GBP Allocation 80%+ Equity	62.20		0.30	Aviva
Voyager Balanced CO	GBP Allocation 60-80% Equity	51.23	2.41	0.30	abrdn Wrap Transact Fidelity FundsNetwork Aviva M&G Wealth Nucleus abrdn Elevate
Voyager Conservative CO	GBP Allocation 40-60% Equity	37.15	-1.35	0.30	abrdn Wrap Transact Fidelity FundsNetwork Aviva M&G Wealth Nucleus abrdn Elevate
Voyager Conservative Higher Income CO	GBP Allocation 40-60% Equity	36.74	1.07	0.30	abrdn Wrap Transact Fidelity FundsNetwork Aviva M&G Wealth Nucleus abrdn Elevate
Voyager Defensive CO	GBP Allocation 0-20% Equity	15.58	-4.05	0.30	abrdn Wrap Transact Fidelity FundsNetwork Aviva M&G Wealth Nucleus abrdn Elevate
Voyager Ethical Income CO	GBP Allocation 40-60% Equity	44.86	-0.97	0.30	abrdn Wrap Transact Fidelity FundsNetwork Aviva M&G Wealth Nucleus abrdn Elevate
Voyager Global 2	GBP Allocation 40-60% Equity	34.48	-1.74	0.60	abrdn Wrap Transact Fidelity FundsNetwork Aviva M&G Wealth Nucleus abrdn Elevate
Voyager Global 3	GBP Allocation 40-60% Equity	42.13	0.07	0.60	abrdn Wrap Transact Fidelity FundsNetwork Aviva M&G Wealth Nucleus abrdn Elevate
Voyager Global 4	GBP Allocation 60-80% Equity	47.24	0.96	0.60	abrdn Wrap Transact Fidelity FundsNetwork Aviva M&G Wealth Nucleus abrdn Elevate
Voyager Global 5	GBP Allocation 60-80% Equity	54.21	2.38	0.60	abrdn Wrap Transact Fidelity FundsNetwork Aviva M&G Wealth Nucleus abrdn Elevate
Voyager Global Equity	Global Flex-Cap Equity		4.90	0.60	abrdn Wrap Transact Fidelity FundsNetwork Aviva M&G Wealth Nucleus abrdn Elevate
Voyager Growth CO	GBP Allocation 80%+ Equity	56.91	4.04	0.30	abrdn Wrap Transact Fidelity FundsNetwork Aviva M&G Wealth Nucleus abrdn Elevate
Voyager Higher Income CO	GBP Allocation 60-80% Equity	48.39	3.52	0.30	abrdn Wrap Transact Fidelity FundsNetwork Aviva M&G Wealth Nucleus abrdn Elevate
Voyager Income CO	GBP Allocation 60-80% Equity	47.69	1.20	0.30	abrdn Wrap Transact Fidelity FundsNetwork Aviva M&G Wealth Nucleus abrdn Elevate
Waverton MPS Balanced	GBP Allocation 40-60% Equity	38.02	3.40	0.00	Aegon Quilter Transact Fidelity FundsNetwork AJ Bell Investcentre M&G Wealth Nucleus 7IM Novia Financial Morningstar Wealth Hubwise Embark Fusion Novia Global
Waverton MPS Cautious	GBP Allocation 40-60% Equity	24.72	1.91	0.00	Aegon Quilter Transact Fidelity FundsNetwork AJ Bell Investcentre James Hay M&G Wealth Nucleus Novia Financial Morningstar Wealth Embark Novia Global
Waverton MPS Conservative	GBP Allocation 20-40% Equity	16.87	0.50	0.00	Aegon Quilter Transact Fidelity FundsNetwork AJ Bell Investcentre M&G Wealth Novia Financial Morningstar Wealth Hubwise Novia Global

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

The following pages are intended for firms and individuals who are authorised by the Financial Conduct Authority to provide advice and investment services to UK clients. The information within this site must not be distributed or otherwise made available to retail clients, nor relied upon by retail clients.