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: 31/07/2024

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
Voyager Conservative CO	GBP Allocation 40-60% Equity	38.99	-0.96	0.30	abrdn Wrap Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus abrdn Elevate
Voyager Conservative Higher Income CO	GBP Allocation 40-60% Equity	29.77	0.99	0.30	abrdn Wrap Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus abrdn Elevate
Voyager Defensive CO	GBP Allocation 0-20% Equity	18.98	-3.15	0.30	abrdn Wrap Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus abrdn Elevate
Voyager Ethical Income CO	GBP Allocation 40-60% Equity	46.59	-1.36	0.30	abrdn Wrap Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus abrdn Elevate
Voyager Global 2	GBP Allocation 40-60% Equity	26.88	-0.97	0.35	abrdn Wrap Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus abrdn Elevate
Voyager Global 3	GBP Allocation 40-60% Equity	44.32	0.43	0.35	abrdn Wrap Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus abrdn Elevate
Voyager Global 4	GBP Allocation 60-80% Equity	50.06	1.21	0.35	abrdn Wrap Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus abrdn Elevate
Voyager Global 5	GBP Allocation 60-80% Equity	56.79	2.02	0.35	abrdn Wrap Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus abrdn Elevate
Voyager Global Equity	Global Flex-Cap Equity		4.16	0.35	abrdn Wrap Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus abrdn Elevate
Voyager Growth CO	GBP Allocation 80%+ Equity	59.45	2.36	0.30	abrdn Wrap Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus abrdn Elevate
Voyager Higher Income CO	GBP Allocation 60-80% Equity	49.78	2.10	0.30	abrdn Wrap Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus abrdn Elevate
Voyager Income CO	GBP Allocation 60-80% Equity	48.86	0.65	0.30	abrdn Wrap Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus abrdn Elevate
Waverton MPS Balanced	GBP Allocation 40-60% Equity	41.26	3.29	0.00	Aegon Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre M&G Wealth Nucleus 7IM Novia Financial Morningstar Wealth Hubwise Scottish Widows Benchmark Novia Global
Waverton MPS Cautious	GBP Allocation 40-60% Equity	26.30	2.08	0.00	Aegon Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre James Hay M&G Wealth Nucleus Novia Financial Morningstar Wealth Scottish Widows Novia Global
Waverton MPS Conservative	GBP Allocation 20-40% Equity	19.45	1.02	0.00	Aegon Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre M&G Wealth Novia Financial Morningstar Wealth Hubwise Novia Global
Waverton MPS Defensive	GBP Allocation 20-40% Equity	21.91	1.26	0.00	Aegon Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre M&G Wealth Nucleus Novia Financial Hubwise Benchmark Novia Global
Waverton MPS Equity	Global Large-Cap Blend Equity			0.00	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise Scottish Widows Benchmark Novia Global
Waverton MPS Growth	GBP Allocation 60-80% Equity	49.63	4.40	0.00	Aegon Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre James Hay M&G Wealth Nucleus Novia Financial Morningstar Wealth Hubwise Benchmark Novia Global
Whitechurch PMS Respon Steady Growth	GBP Allocation 60-80% Equity	51.56	0.52	0.20	abrdn Wrap Quilter Transact Aviva Hubwise abrdn Elevate
Whitechurch PMS Responsible Balanced	GBP Allocation 40-60% Equity	38.76	0.97	0.20	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

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