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: 30/06/2026

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
Vanguard LS 60% Equity MPS Global	GBP Allocation 40-60% Equity	36.33	11.83	0.10	Fundment Aviva Transact Scottish Widows Aegon Wealthtime Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus Quilter AJ Bell Investcentre
Vanguard LS 80% Equity MPS Classic	GBP Allocation 60-80% Equity	54.78	14.11	0.10	Fundment Aviva Transact Scottish Widows Aegon Wealthtime Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus Quilter AJ Bell Investcentre
Vanguard LS 80% Equity MPS Global	GBP Allocation 60-80% Equity	57.65	14.59	0.10	Fundment Aviva Transact Scottish Widows Aegon Wealthtime Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus Quilter AJ Bell Investcentre
Voyager Balanced CO	GBP Allocation 60-80% Equity	47.82	10.48	0.30	M&G Wealth Aviva Transact Fidelity Adviser Solutions abrdn Elevate abrdn Wrap Nucleus
Voyager Conservative CO	GBP Allocation 40-60% Equity	34.91	9.28	0.30	M&G Wealth Aviva Transact Fidelity Adviser Solutions abrdn Elevate abrdn Wrap Nucleus
Voyager Conservative Higher Income CO	GBP Allocation 40-60% Equity	38.04	10.61	0.30	M&G Wealth Aviva Transact Fidelity Adviser Solutions abrdn Elevate abrdn Wrap Nucleus
Voyager Defensive CO	GBP Allocation 0-20% Equity	23.46	6.62	0.30	M&G Wealth Aviva Transact Fidelity Adviser Solutions abrdn Elevate abrdn Wrap Nucleus
Voyager Ethical Income CO	GBP Allocation 40-60% Equity	47.57	8.86	0.30	M&G Wealth Aviva Transact Fidelity Adviser Solutions abrdn Elevate abrdn Wrap Nucleus
Voyager Global 2	GBP Allocation 40-60% Equity	32.96	9.16	0.35	M&G Wealth Aviva Transact Fidelity Adviser Solutions abrdn Elevate abrdn Wrap Nucleus
Voyager Global 3	GBP Allocation 40-60% Equity	41.82	10.60	0.35	M&G Wealth Aviva Transact Fidelity Adviser Solutions abrdn Elevate abrdn Wrap Nucleus
Voyager Global 4	GBP Allocation 60-80% Equity	48.38	12.09	0.35	M&G Wealth Aviva Transact Fidelity Adviser Solutions abrdn Elevate abrdn Wrap Nucleus
Voyager Global 5	GBP Allocation 60-80% Equity	55.10	12.74	0.35	M&G Wealth Aviva Transact Fidelity Adviser Solutions abrdn Elevate abrdn Wrap Nucleus
Voyager Global Equity	Global Flex-Cap Equity	77.36	17.39	0.35	M&G Wealth Aviva Transact Fidelity Adviser Solutions abrdn Elevate abrdn Wrap Nucleus
Voyager Growth CO	GBP Allocation 80%+ Equity	55.41	12.26	0.30	M&G Wealth Aviva Transact Fidelity Adviser Solutions abrdn Elevate abrdn Wrap Nucleus
Voyager Higher Income CO	GBP Allocation 60-80% Equity	49.99	12.55	0.30	M&G Wealth Aviva Transact Fidelity Adviser Solutions abrdn Elevate abrdn Wrap Nucleus
Voyager Income CO	GBP Allocation 60-80% Equity	43.95	10.28	0.30	M&G Wealth Aviva Transact Fidelity Adviser Solutions abrdn Elevate abrdn Wrap Nucleus
W1M (Waverton) MPS Balanced	GBP Allocation 40-60% Equity	57.24	11.03	0.00	M&G Wealth Fundment Novia Global Aviva Transact James Hay Scottish Widows Morningstar Wealth Platform One Aegon Benchmark Hubwise Wealthtime Fidelity Adviser Solutions 7IM Aegon ARC abrdn Elevate abrdn Wrap Nucleus abrdn Model Manager Parmenion True Potential Quilter AJ Bell Investcentre Titan Wealth
W1M (Waverton) MPS Cautious	GBP Allocation 40-60% Equity	35.49	9.87	0.00	M&G Wealth Fundment Novia Global Aviva Transact James Hay Scottish Widows Morningstar Wealth Platform One Aegon Benchmark Hubwise Wealthtime Fidelity Adviser Solutions 7IM Aegon ARC abrdn Elevate abrdn Wrap Nucleus abrdn Model Manager Parmenion True Potential Quilter AJ Bell Investcentre Titan Wealth
W1M (Waverton) MPS Conservative	GBP Allocation 20-40% Equity	26.43	7.75	0.00	M&G Wealth Fundment Novia Global Aviva Transact James Hay Scottish Widows Morningstar Wealth Platform One Aegon Benchmark Hubwise Wealthtime Fidelity Adviser Solutions 7IM Aegon ARC abrdn Elevate abrdn Wrap Nucleus abrdn Model Manager Parmenion True Potential Quilter AJ Bell Investcentre Titan Wealth
W1M (Waverton) MPS Defensive	GBP Allocation 20-40% Equity	30.15	8.93	0.00	M&G Wealth Fundment Novia Global Aviva Transact James Hay Scottish Widows Morningstar Wealth Platform One Aegon Benchmark Hubwise Wealthtime Fidelity Adviser Solutions 7IM Aegon ARC abrdn Elevate abrdn Wrap Nucleus abrdn Model Manager Parmenion True Potential Quilter AJ Bell Investcentre Titan Wealth

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