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 Balanced CO	45.07	GBP Allocation 60-80% Equity	7.19
Voyager Conservative CO	38.31	GBP Allocation 40-60% Equity	7.08
Voyager Conservative Higher Income CO	39.40	GBP Allocation 40-60% Equity	6.8
Voyager Defensive CO	26.03	GBP Allocation 0-20% Equity	5.01
Voyager Ethical Income CO	47.39	GBP Allocation 40-60% Equity	8.18
Voyager Global 2	38.53	GBP Allocation 40-60% Equity	6.55
Voyager Global 3	45.41	GBP Allocation 40-60% Equity	7.22
Voyager Global 4	50.68	GBP Allocation 60-80% Equity	7.81
Voyager Global 5	56.14	GBP Allocation 60-80% Equity	8.54
Voyager Global Equity	66.54	Global Flex-Cap Equity	11.57
Voyager Growth CO	52.87	GBP Allocation 80%+ Equity	8.1
Voyager Higher Income CO	46.92	GBP Allocation 60-80% Equity	7.73
Voyager Income CO	43.45	GBP Allocation 60-80% Equity	7.15
W1M (Waverton) MPS Balanced	47.07	GBP Allocation 40-60% Equity	7.65
W1M (Waverton) MPS Cautious	38.51	GBP Allocation 40-60% Equity	6.68
W1M (Waverton) MPS Conservative	28.22	GBP Allocation 20-40% Equity	5.59
W1M (Waverton) MPS Defensive	32.66	GBP Allocation 20-40% Equity	6.05
W1M (Waverton) MPS Equity	62.52	Global Large-Cap Blend Equity	10.29
W1M (Waverton) MPS Growth	55.07	GBP Allocation 60-80% Equity	8.73

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