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 Balanced CO	1.02	1.24	0.59	1.68	0.27
Voyager Conservative CO	0.84	0.83	1.08	1.16	0.18
Voyager Conservative Higher Income CO	1.09	0.48	1.61	1.83	0.35
Voyager Defensive CO	0.78	0.35	0.72	0.07	0.24
Voyager Ethical Income CO	0.52	0.44	0.46	0.33	0.05
Voyager Global 2	0.49	0.55	1.03	0.30	0.48
Voyager Global 3	0.49	0.85	0.82	0.51	0.31
Voyager Global 4	0.47	0.97	0.93	0.62	0.23
Voyager Global 5	0.49	1.04	0.68	0.56	0.34
Voyager Global Equity
Voyager Growth CO	0.96	1.50	0.54	1.33	0.47
Voyager Higher Income CO	1.23	0.74	0.52	1.89	0.32
Voyager Income CO	1.12	1.09	0.57	1.40	0.27
W1M (Waverton) MPS Balanced	0	0.07	0.82	0	0
W1M (Waverton) MPS Cautious	0	0.12	0.75	0	0.01
W1M (Waverton) MPS Conservative	0	0.23	0.64	0	0.01
W1M (Waverton) MPS Defensive	0	0.16	0.68	0	0.01
W1M (Waverton) MPS Equity	0	0	0.97	0	0
W1M (Waverton) MPS Growth	0	0.01	0.89	0	0

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