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

		Morningstar Category	3yr Std Dev %
Vintage MPS Sustainable Future Cautious	28.73	GBP Allocation 20-40% Equity	6.88
Vintage MPS Sustainable Future Growth	74.53	GBP Allocation 80%+ Equity	11.62
Voyager Balanced CO	47.30	GBP Allocation 60-80% Equity	8.82
Voyager Conservative CO	37.72	GBP Allocation 40-60% Equity	8.46
Voyager Conservative Higher Income CO	40.25	GBP Allocation 40-60% Equity	8.29
Voyager Defensive CO	26.14	GBP Allocation 0-20% Equity	7.4
Voyager Ethical Income CO	48.91	GBP Allocation 40-60% Equity	9.49
Voyager Global 2	37.10	GBP Allocation 40-60% Equity	7.92
Voyager Global 3	44.51	GBP Allocation 40-60% Equity	8.29
Voyager Global 4	49.41	GBP Allocation 60-80% Equity	8.71
Voyager Global 5	55.89	GBP Allocation 60-80% Equity	9.32
Voyager Global Equity	66.32	Global Flex-Cap Equity	11.26
Voyager Growth CO	55.02	GBP Allocation 80%+ Equity	9.48
Voyager Higher Income CO	47.96	GBP Allocation 60-80% Equity	8.83
Voyager Income CO	45.00	GBP Allocation 60-80% Equity	8.88
Waverton MPS Balanced	46.24	GBP Allocation 40-60% Equity	7.7
Waverton MPS Cautious	37.51	GBP Allocation 40-60% Equity	6.76
Waverton MPS Conservative	27.74	GBP Allocation 20-40% Equity	5.68
Waverton MPS Defensive	31.36	GBP Allocation 20-40% Equity	6.1
Waverton MPS Equity		Global Large-Cap Blend Equity	9.91

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