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 %
Voyager Global 3	45.83	GBP Allocation 40-60% Equity	6.77
Voyager Global 4	50.91	GBP Allocation 60-80% Equity	7.25
Voyager Global 5	57.80	GBP Allocation 60-80% Equity	7.98
Voyager Global Equity	68.10	Global Flex-Cap Equity	10.25
Voyager Growth CO	55.97	GBP Allocation 80%+ Equity	7.69
Voyager Higher Income CO	49.26	GBP Allocation 60-80% Equity	6.89
Voyager Income CO	45.71	GBP Allocation 60-80% Equity	6.84
Waverton MPS Balanced	48.08	GBP Allocation 40-60% Equity	6.55
Waverton MPS Cautious	39.10	GBP Allocation 40-60% Equity	5.55
Waverton MPS Conservative	28.41	GBP Allocation 20-40% Equity	4.58
Waverton MPS Defensive	32.72	GBP Allocation 20-40% Equity	4.91
Waverton MPS Equity		Global Large-Cap Blend Equity	9.27
Waverton MPS Growth	56.76	GBP Allocation 60-80% Equity	7.7
Whitechurch PMS Respon Steady Growth	56.75	GBP Allocation 60-80% Equity	8.19
Whitechurch PMS Responsible Balanced	42.55	GBP Allocation 40-60% Equity	6.78
Whitechurch PMS Responsible Cautious	29.75	GBP Allocation 20-40% Equity	5.09
Whitechurch PMS Responsible Defensive	21.77	GBP Allocation 0-20% Equity	3.96
Whitechurch PMS Responsible Growth	68.63	GBP Allocation 80%+ Equity	9.69

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.

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