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

	Global Category			Portfolio Date Sustainability Rating
Voyager Balanced CO	Aggressive Allocation	Above Average	Average	02/07/2025
Voyager Conservative CO	Moderate Allocation	Above Average	Average	02/07/2025
Voyager Conservative Higher Income CO	Moderate Allocation	Above Average	Average	02/07/2025
Voyager Defensive CO	Cautious Allocation	Above Average	Above Average	02/07/2025
Voyager Ethical Income CO	Moderate Allocation	Above Average	Average	02/07/2025
Voyager Global 2	Moderate Allocation	Above Average	Average	02/07/2025
Voyager Global 3	Moderate Allocation	Above Average	Average	02/07/2025
Voyager Global 4	Aggressive Allocation	Above Average	Average	02/07/2025
Voyager Global 5	Aggressive Allocation	Above Average	Average	02/07/2025
Voyager Global Equity	Global Equity Large Cap	Below Average	Below Average	01/04/2024
Voyager Growth CO	Aggressive Allocation	Above Average	Average	02/07/2025
Voyager Higher Income CO	Aggressive Allocation	Above Average	Above Average	02/07/2025
Voyager Income CO	Aggressive Allocation	Above Average	Average	02/07/2025
W1M (Waverton) MPS Balanced	Moderate Allocation	Average	Average	24/09/2025
W1M (Waverton) MPS Cautious	Moderate Allocation	Average	Average	24/09/2025
W1M (Waverton) MPS Conservative	Cautious Allocation	Average	Above Average	24/09/2025
W1M (Waverton) MPS Defensive	Cautious Allocation	Average	Above Average	24/09/2025
W1M (Waverton) MPS Equity	Global Equity Large Cap	Average		24/09/2025
W1M (Waverton) MPS Growth	Aggressive Allocation	Above Average	Average	24/09/2025

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

The following pages are intended for firms and individuals who are authorised by the Financial Conduct Authority to provide advice and investment services to UK clients. The information within this site must not be distributed or otherwise made available to retail clients, nor relied upon by retail clients.