Morningstar - Managed portfolio tool

Investment provider Strategy Morningstar category Platform availability Max. Discretionary Management Fee

Morningstar Portfolio Risk Score™ Morningstar Sustainability Rating™

Overview Performance Fees Portfolio Risk Sustainability Product involvement


Voyager Global 4	0.37	1.01	0.98	0.52	0.28
Voyager Global 5	0.39	1.10	0.76	0.46	0.34
Voyager Global Equity	0.27	1.15	0.45	0.55	0.41
Voyager Growth CO	0.72	1.28	0.60	1.21	0.66
Voyager Higher Income CO	0.52	0.97	0.64	1.74	0.39
Voyager Income CO	0.72	0.91	0.69	1.33	0.40
Waverton MPS Balanced	1.44	0.08	0.39	0	0
Waverton MPS Cautious	1.10	0.14	0.57	0	0.01
Waverton MPS Conservative	0.60	0.24	0.84	0	0.01
Waverton MPS Defensive	0.80	0.19	0.73	0	0.01
Waverton MPS Equity	2.15	0	0	0	0
Waverton MPS Growth	1.73	0.01	0.24	0	0
Whitechurch PMS Respon Steady Growth	0	0.23	0.21	0	0
Whitechurch PMS Responsible Balanced	0.01	0.24	0.31	0	0.01
Whitechurch PMS Responsible Cautious	0.01	0.05	0.30	0	0.01
Whitechurch PMS Responsible Defensive	0.01	0.02	0.37	0	0.01
Whitechurch PMS Responsible Growth	0	0.25	0.05	0	0

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