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: 31/10/2025

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
Vanguard LS 80% Equity MPS Classic	GBP Allocation 60-80% Equity	51.27	12.87	0.10	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Nucleus 7IM Wealthtime Aegon ARC Fundment
Vanguard LS 80% Equity MPS Global	GBP Allocation 60-80% Equity	53.09	13.30	0.10	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Nucleus 7IM Wealthtime Aegon ARC Fundment
Voyager Balanced CO	GBP Allocation 60-80% Equity	47.39	9.50	0.30	abrdn Wrap Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus abrdn Elevate
Voyager Conservative CO	GBP Allocation 40-60% Equity	39.14	7.79	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	41.14	9.39	0.30	abrdn Wrap Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus abrdn Elevate
Voyager Defensive CO	GBP Allocation 0-20% Equity	26.63	5.65	0.30	abrdn Wrap Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus abrdn Elevate
Voyager Ethical Income CO	GBP Allocation 40-60% Equity	48.83	7.38	0.30	abrdn Wrap Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus abrdn Elevate
Voyager Global 2	GBP Allocation 40-60% Equity	38.49	7.57	0.35	abrdn Wrap Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus abrdn Elevate
Voyager Global 3	GBP Allocation 40-60% Equity	45.83	9.12	0.35	abrdn Wrap Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus abrdn Elevate
Voyager Global 4	GBP Allocation 60-80% Equity	50.91	10.44	0.35	abrdn Wrap Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus abrdn Elevate
Voyager Global 5	GBP Allocation 60-80% Equity	57.80	11.73	0.35	abrdn Wrap Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus abrdn Elevate
Voyager Global Equity	Global Flex-Cap Equity	68.10	14.29	0.35	abrdn Wrap Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus abrdn Elevate
Voyager Growth CO	GBP Allocation 80%+ Equity	55.97	10.74	0.30	abrdn Wrap Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus abrdn Elevate
Voyager Higher Income CO	GBP Allocation 60-80% Equity	49.26	11.16	0.30	abrdn Wrap Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus abrdn Elevate
Voyager Income CO	GBP Allocation 60-80% Equity	45.71	9.41	0.30	abrdn Wrap Transact Fidelity Adviser Solutions Aviva M&G Wealth Nucleus abrdn Elevate
W1M (Waverton) MPS Balanced	GBP Allocation 40-60% Equity	48.08	10.44	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
W1M (Waverton) MPS Cautious	GBP Allocation 40-60% Equity	39.10	8.89	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
W1M (Waverton) MPS Conservative	GBP Allocation 20-40% Equity	28.41	6.83	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
W1M (Waverton) MPS Defensive	GBP Allocation 20-40% Equity	32.72	7.70	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
W1M (Waverton) MPS Equity	Global Large-Cap Blend Equity		14.16	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

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