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

	Latest Portfolio Transaction Date
Voyager Balanced CO	2026-03-04 00:00:00	23	61.16	29.64	3.26	5.94
Voyager Conservative CO	2026-03-04 00:00:00	25	45.57	46.23	-0.27	8.47
Voyager Conservative Higher Income CO	2026-03-04 00:00:00	24	45.70	40.82	4.89	8.59
Voyager Defensive CO	2026-03-04 00:00:00	23	15.51	79.46	-0.01	5.04
Voyager Ethical Income CO	2026-03-04 00:00:00	24	58.21	37.32	-0.49	4.95
Voyager Global 2	2026-03-04 00:00:00	29	38.04	47.22	4.75	9.98
Voyager Global 3	2026-03-04 00:00:00	29	49.15	36.76	4.07	10.02
Voyager Global 4	2026-03-04 00:00:00	27	55.35	31.14	4.56	8.95
Voyager Global 5	2026-03-04 00:00:00	26	63.47	23.20	5.07	8.25
Voyager Global Equity	2024-04-01 00:00:00	15	90.75	2.91	6.09	0.25
Voyager Growth CO	2026-03-04 00:00:00	22	67.68	21.87	5.01	5.44
Voyager Higher Income CO	2026-03-04 00:00:00	25	56.59	32.11	3.94	7.35
Voyager Income CO	2026-03-04 00:00:00	25	51.66	40.88	0.93	6.53
W1M (Waverton) MPS Balanced	2026-02-04 00:00:00	5	66.56	21.88	4.78	6.77
W1M (Waverton) MPS Cautious	2026-02-04 00:00:00	5	53.68	31.74	5.42	9.17
W1M (Waverton) MPS Conservative	2026-02-04 00:00:00	5	34.76	47.42	6.59	11.23
W1M (Waverton) MPS Defensive	2026-02-04 00:00:00	5	43.30	39.84	5.95	10.91
W1M (Waverton) MPS Equity	2026-02-04 00:00:00	2	94.95	1.43	3.61	0.01
W1M (Waverton) MPS Growth	2026-02-04 00:00:00	5	78.53	13.85	4.30	3.33

The Portfolio Holdings date represents the latest stated transactional positions. Providers confirm their position quarterly at a minimum, for further information please view The Morningstar Attestation & Understanding document.

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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