Morningstar logo
Morningstar Category Platforms
Vintage MPS Sustainable Future Cautious GBP Allocation 20-40% Equity 17.34 -1.21 0.30
Globe icon Globe icon Globe icon Globe icon Globe icon
Aviva
Vintage MPS Sustainable Future Growth GBP Allocation 80%+ Equity 61.85 0.81 0.30
Globe icon Globe icon Globe icon Globe icon Globe icon
Aviva
Voyager Balanced CO GBP Allocation 60-80% Equity 52.74 1.04 0.30
Globe icon Globe icon Globe icon Globe icon
abrdn Wrap
Transact
Fidelity FundsNetwork
Aviva
M&G Wealth
Nucleus
abrdn Elevate
Voyager Conservative CO GBP Allocation 40-60% Equity 39.11 -1.23 0.30
Globe icon Globe icon Globe icon Globe icon
abrdn Wrap
Transact
Fidelity FundsNetwork
Aviva
M&G Wealth
Nucleus
abrdn Elevate
Voyager Conservative Higher Income CO GBP Allocation 40-60% Equity 38.55 0.35 0.30
Globe icon Globe icon Globe icon
abrdn Wrap
Transact
Fidelity FundsNetwork
Aviva
M&G Wealth
Nucleus
abrdn Elevate
Voyager Defensive CO GBP Allocation 0-20% Equity 18.93 -3.42 0.30
Globe icon Globe icon Globe icon Globe icon
abrdn Wrap
Transact
Fidelity FundsNetwork
Aviva
M&G Wealth
Nucleus
abrdn Elevate
Voyager Ethical Income CO GBP Allocation 40-60% Equity 46.43 -0.93 0.30
Globe icon Globe icon Globe icon Globe icon Globe icon
abrdn Wrap
Transact
Fidelity FundsNetwork
Aviva
M&G Wealth
Nucleus
abrdn Elevate
Voyager Global 2 GBP Allocation 40-60% Equity 36.74 -1.12 0.35
Globe icon Globe icon Globe icon
abrdn Wrap
Transact
Fidelity FundsNetwork
Aviva
M&G Wealth
Nucleus
abrdn Elevate
Voyager Global 3 GBP Allocation 40-60% Equity 44.45 0.21 0.35
Globe icon Globe icon Globe icon
abrdn Wrap
Transact
Fidelity FundsNetwork
Aviva
M&G Wealth
Nucleus
abrdn Elevate
Voyager Global 4 GBP Allocation 60-80% Equity 50.25 0.92 0.35
Globe icon Globe icon Globe icon Globe icon
abrdn Wrap
Transact
Fidelity FundsNetwork
Aviva
M&G Wealth
Nucleus
abrdn Elevate
Voyager Global 5 GBP Allocation 60-80% Equity 57.02 1.85 0.35
Globe icon Globe icon Globe icon
abrdn Wrap
Transact
Fidelity FundsNetwork
Aviva
M&G Wealth
Nucleus
abrdn Elevate
Voyager Global Equity Global Flex-Cap Equity 3.64 0.35
Globe icon Globe icon
abrdn Wrap
Transact
Fidelity FundsNetwork
Aviva
M&G Wealth
Nucleus
abrdn Elevate
Voyager Growth CO GBP Allocation 80%+ Equity 59.67 1.79 0.30
Globe icon Globe icon Globe icon
abrdn Wrap
Transact
Fidelity FundsNetwork
Aviva
M&G Wealth
Nucleus
abrdn Elevate
Voyager Higher Income CO GBP Allocation 60-80% Equity 49.91 1.33 0.30
Globe icon Globe icon Globe icon Globe icon
abrdn Wrap
Transact
Fidelity FundsNetwork
Aviva
M&G Wealth
Nucleus
abrdn Elevate
Voyager Income CO GBP Allocation 60-80% Equity 49.00 0.29 0.30
Globe icon Globe icon Globe icon Globe icon
abrdn Wrap
Transact
Fidelity FundsNetwork
Aviva
M&G Wealth
Nucleus
abrdn Elevate
Waverton MPS Balanced GBP Allocation 40-60% Equity 41.08 3.51 0.00
Globe icon Globe icon Globe icon
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 24.99 2.17 0.00
Globe icon Globe icon Globe icon
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 18.29 0.90 0.00
Globe icon Globe icon Globe icon
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 20.71 1.24 0.00
Globe icon Globe icon Globe icon
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
Globe icon Globe icon Globe icon
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

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.

Morningstar logo

©Copyright 2022 Morningstar, Inc. All rights reserved.