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 %
Waverton MPS Growth	54.65	GBP Allocation 60-80% Equity	8.76
Whitechurch PMS Respon Steady Growth	55.65	GBP Allocation 60-80% Equity	9.96
Whitechurch PMS Responsible Balanced	40.91	GBP Allocation 40-60% Equity	8.68
Whitechurch PMS Responsible Cautious	28.61	GBP Allocation 20-40% Equity	6.81
Whitechurch PMS Responsible Defensive	21.73	GBP Allocation 0-20% Equity	5.77
Whitechurch PMS Responsible Growth	66.09	GBP Allocation 80%+ Equity	11.4

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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