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 %
Vanguard LS 60% Equity MPS Global	36.33	GBP Allocation 40-60% Equity	7.5
Vanguard LS 80% Equity MPS Classic	54.78	GBP Allocation 60-80% Equity	8.56
Vanguard LS 80% Equity MPS Global	57.65	GBP Allocation 60-80% Equity	9.2
Voyager Balanced CO	47.82	GBP Allocation 60-80% Equity	7.12
Voyager Conservative CO	34.91	GBP Allocation 40-60% Equity	6.92
Voyager Conservative Higher Income CO	38.04	GBP Allocation 40-60% Equity	6.62
Voyager Defensive CO	23.46	GBP Allocation 0-20% Equity	4.76
Voyager Ethical Income CO	47.57	GBP Allocation 40-60% Equity	8.41
Voyager Global 2	32.96	GBP Allocation 40-60% Equity	6.5
Voyager Global 3	41.82	GBP Allocation 40-60% Equity	7.29
Voyager Global 4	48.38	GBP Allocation 60-80% Equity	7.93
Voyager Global 5	55.10	GBP Allocation 60-80% Equity	8.77
Voyager Global Equity	77.36	Global Flex-Cap Equity	12.29
Voyager Growth CO	55.41	GBP Allocation 80%+ Equity	8.17
Voyager Higher Income CO	49.99	GBP Allocation 60-80% Equity	7.62
Voyager Income CO	43.95	GBP Allocation 60-80% Equity	7.02
W1M (Waverton) MPS Balanced	57.24	GBP Allocation 40-60% Equity	7.99
W1M (Waverton) MPS Cautious	35.49	GBP Allocation 40-60% Equity	6.94
W1M (Waverton) MPS Conservative	26.43	GBP Allocation 20-40% Equity	5.72
W1M (Waverton) MPS Defensive	30.15	GBP Allocation 20-40% Equity	6.23

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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