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
Voyager Growth CO	GBP Allocation 80%+ Equity	59.38	2.23	0.30	abrdn Wrap Transact Fidelity FundsNetwork Aviva M&G Wealth Nucleus abrdn Elevate
Voyager Higher Income CO	GBP Allocation 60-80% Equity	49.10	1.47	0.30	abrdn Wrap Transact Fidelity FundsNetwork Aviva M&G Wealth Nucleus abrdn Elevate
Voyager Income CO	GBP Allocation 60-80% Equity	48.40	0.43	0.30	abrdn Wrap Transact Fidelity FundsNetwork Aviva M&G Wealth Nucleus abrdn Elevate
Waverton MPS Balanced	GBP Allocation 40-60% Equity	39.91	3.78	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	25.29	2.31	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	17.50	0.98	0.00	Aegon Quilter Transact Fidelity FundsNetwork AJ Bell Investcentre M&G Wealth Novia Financial Morningstar Wealth Hubwise Novia Global
Waverton MPS Defensive	GBP Allocation 20-40% Equity	19.98	1.27	0.00	Aegon Quilter Transact Fidelity FundsNetwork AJ Bell Investcentre M&G Wealth Nucleus Novia Financial Hubwise Fusion Novia Global
Waverton MPS Equity	Global Large-Cap Blend Equity			0.00	Aegon abrdn Wrap Quilter Transact Fidelity FundsNetwork AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise Embark Fusion Novia Global
Waverton MPS Growth	GBP Allocation 60-80% Equity	48.48	5.11	0.00	Aegon Quilter Transact Fidelity FundsNetwork AJ Bell Investcentre James Hay M&G Wealth Nucleus Novia Financial Morningstar Wealth Hubwise Fusion Novia Global
Whitechurch PMS Respon Steady Growth	GBP Allocation 60-80% Equity	50.84		0.24	abrdn Wrap Quilter Transact Aviva Hubwise abrdn Elevate
Whitechurch PMS Responsible Balanced	GBP Allocation 40-60% Equity	37.68		0.24	abrdn Wrap Quilter Transact Aviva Hubwise abrdn Elevate
Whitechurch PMS Responsible Cautious	GBP Allocation 20-40% Equity	23.46		0.24	abrdn Wrap Quilter Transact Aviva Hubwise abrdn Elevate
Whitechurch PMS Responsible Defensive	GBP Allocation 0-20% Equity	11.14		0.24	abrdn Wrap Quilter Transact Aviva Hubwise abrdn Elevate
Whitechurch PMS Responsible Growth	GBP Allocation 80%+ Equity	64.56		0.24	abrdn Wrap Quilter Transact Aviva Hubwise 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

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.