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: 29/02/2024

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
Vanguard LS 20% Equity MPS Global	GBP Allocation 0-20% Equity	15.63		0.10	Aegon abrdn Wrap Quilter Transact Fidelity FundsNetwork Aviva Nucleus 7IM Novia Financial Aegon ARC Fundment
Vanguard LS 40% Equity MPS Classic	GBP Allocation 20-40% Equity	26.60		0.10	Aegon abrdn Wrap Quilter Transact Fidelity FundsNetwork Aviva Nucleus 7IM Novia Financial Aegon ARC Fundment
Vanguard LS 40% Equity MPS Global	GBP Allocation 20-40% Equity	26.28		0.10	Aegon abrdn Wrap Quilter Transact Fidelity FundsNetwork Aviva Nucleus 7IM Novia Financial Aegon ARC Fundment
Vanguard LS 60% Equity MPS Classic	GBP Allocation 40-60% Equity	39.56		0.10	Aegon abrdn Wrap Quilter Transact Fidelity FundsNetwork Aviva Nucleus 7IM Novia Financial Aegon ARC Fundment
Vanguard LS 60% Equity MPS Global	GBP Allocation 40-60% Equity	39.43		0.10	Aegon abrdn Wrap Quilter Transact Fidelity FundsNetwork Aviva Nucleus 7IM Novia Financial Aegon ARC Fundment
Vanguard LS 80% Equity MPS Classic	GBP Allocation 60-80% Equity	53.44		0.10	Aegon abrdn Wrap Quilter Transact Fidelity FundsNetwork Aviva Nucleus 7IM Novia Financial Aegon ARC Fundment
Vanguard LS 80% Equity MPS Global	GBP Allocation 60-80% Equity	53.27		0.10	Aegon abrdn Wrap Quilter Transact Fidelity FundsNetwork Aviva Nucleus 7IM Novia Financial Aegon ARC Fundment
Vintage MPS Sustainable Future Balanced	GBP Allocation 40-60% Equity	41.14	-0.69	0.30	Aviva
Vintage MPS Sustainable Future Cautious	GBP Allocation 20-40% Equity	17.46	-1.29	0.30	Aviva
Vintage MPS Sustainable Future Growth	GBP Allocation 80%+ Equity	62.10	1.05	0.30	Aviva
Voyager Balanced CO	GBP Allocation 60-80% Equity	52.44	1.34	0.30	abrdn Wrap Transact Fidelity FundsNetwork Aviva M&G Wealth Nucleus abrdn Elevate
Voyager Conservative CO	GBP Allocation 40-60% Equity	37.98	-1.24	0.30	abrdn Wrap Transact Fidelity FundsNetwork Aviva M&G Wealth Nucleus abrdn Elevate
Voyager Conservative Higher Income CO	GBP Allocation 40-60% Equity	37.37	0.30	0.30	abrdn Wrap Transact Fidelity FundsNetwork Aviva M&G Wealth Nucleus abrdn Elevate
Voyager Defensive CO	GBP Allocation 0-20% Equity	15.80	-3.26	0.30	abrdn Wrap Transact Fidelity FundsNetwork Aviva M&G Wealth Nucleus abrdn Elevate
Voyager Ethical Income CO	GBP Allocation 40-60% Equity	45.01	-0.58	0.30	abrdn Wrap Transact Fidelity FundsNetwork Aviva M&G Wealth Nucleus abrdn Elevate
Voyager Global 2	GBP Allocation 40-60% Equity	35.40	-1.19	0.35	abrdn Wrap Transact Fidelity FundsNetwork Aviva M&G Wealth Nucleus abrdn Elevate
Voyager Global 3	GBP Allocation 40-60% Equity	43.37	0.13	0.35	abrdn Wrap Transact Fidelity FundsNetwork Aviva M&G Wealth Nucleus abrdn Elevate
Voyager Global 4	GBP Allocation 60-80% Equity	49.45	0.84	0.35	abrdn Wrap Transact Fidelity FundsNetwork Aviva M&G Wealth Nucleus abrdn Elevate
Voyager Global 5	GBP Allocation 60-80% Equity	56.30	1.90	0.35	abrdn Wrap Transact Fidelity FundsNetwork Aviva M&G Wealth Nucleus abrdn Elevate
Voyager Global Equity	Global Flex-Cap Equity		4.14	0.35	abrdn Wrap Transact Fidelity FundsNetwork Aviva M&G Wealth Nucleus abrdn Elevate

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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