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: 30/11/2024

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
Voyager Ethical Income CO	GBP Allocation 40-60% Equity	51.65	-1.43	0.30	abrdn Wrap Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus abrdn Elevate
Voyager Global 2	GBP Allocation 40-60% Equity	37.95	-0.59	0.35	abrdn Wrap Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus abrdn Elevate
Voyager Global 3	GBP Allocation 40-60% Equity	45.27	0.91	0.35	abrdn Wrap Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus abrdn Elevate
Voyager Global 4	GBP Allocation 60-80% Equity	49.61	1.81	0.35	abrdn Wrap Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus abrdn Elevate
Voyager Global 5	GBP Allocation 60-80% Equity	55.32	3.10	0.35	abrdn Wrap Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus abrdn Elevate
Voyager Global Equity	Global Flex-Cap Equity	63.99	5.70	0.35	abrdn Wrap Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus abrdn Elevate
Voyager Growth CO	GBP Allocation 80%+ Equity	56.70	2.87	0.30	abrdn Wrap Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus abrdn Elevate
Voyager Higher Income CO	GBP Allocation 60-80% Equity	49.32	2.99	0.30	abrdn Wrap Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus abrdn Elevate
Voyager Income CO	GBP Allocation 60-80% Equity	46.84	1.06	0.30	abrdn Wrap Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus abrdn Elevate
Waverton MPS Balanced	GBP Allocation 40-60% Equity	43.77	3.11	0.00	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus 7IM True Potential Parmenion Wealthtime Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Scottish Widows Fundment Benchmark Novia Global abrdn Model Manager Titan Wealth Platform One
Waverton MPS Cautious	GBP Allocation 40-60% Equity	36.14	2.09	0.00	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus 7IM True Potential Parmenion Wealthtime Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Scottish Widows Fundment Benchmark Novia Global abrdn Model Manager Titan Wealth Platform One
Waverton MPS Conservative	GBP Allocation 20-40% Equity	27.47	1.11	0.00	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus 7IM True Potential Parmenion Wealthtime Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Scottish Widows Fundment Benchmark Novia Global abrdn Model Manager Titan Wealth Platform One
Waverton MPS Defensive	GBP Allocation 20-40% Equity	30.79	1.40	0.00	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus 7IM True Potential Parmenion Wealthtime Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Scottish Widows Fundment Benchmark Novia Global abrdn Model Manager Titan Wealth Platform One
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 7IM True Potential Parmenion Wealthtime Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Scottish Widows Fundment Benchmark Novia Global abrdn Model Manager Titan Wealth Platform One
Waverton MPS Growth	GBP Allocation 60-80% Equity	50.81	4.08	0.00	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus 7IM True Potential Parmenion Wealthtime Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Scottish Widows Fundment Benchmark Novia Global abrdn Model Manager Titan Wealth Platform One
Whitechurch PMS Respon Steady Growth	GBP Allocation 60-80% Equity	57.15	1.26	0.20	abrdn Wrap Quilter Transact Aviva Hubwise abrdn Elevate
Whitechurch PMS Responsible Balanced	GBP Allocation 40-60% Equity	41.30	1.56	0.20	abrdn Wrap Quilter Transact Aviva Hubwise abrdn Elevate
Whitechurch PMS Responsible Cautious	GBP Allocation 20-40% Equity	29.20	-0.15	0.20	abrdn Wrap Quilter Transact Aviva Hubwise abrdn Elevate
Whitechurch PMS Responsible Defensive	GBP Allocation 0-20% Equity	21.85	-0.53	0.20	abrdn Wrap Quilter Transact Aviva Hubwise abrdn Elevate
Whitechurch PMS Responsible Growth	GBP Allocation 80%+ Equity	67.71	2.29	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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