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 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
Waverton MPS Balanced	Moderate Allocation	Average	Average	04/06/2025
Waverton MPS Cautious	Moderate Allocation	Average	Average	04/06/2025
Waverton MPS Conservative	Cautious Allocation	Average	Above Average	04/06/2025
Waverton MPS Defensive	Cautious Allocation	Average	Above Average	04/06/2025
Waverton MPS Equity	Global Equity Large Cap	Average		04/06/2025
Waverton MPS Growth	Aggressive Allocation	Above Average	Average	04/06/2025
Whitechurch PMS Respon Steady Growth	Aggressive Allocation	High	Average	29/05/2024
Whitechurch PMS Responsible Balanced	Moderate Allocation	High	Average	06/07/2024
Whitechurch PMS Responsible Cautious	Cautious Allocation	High	Above Average	06/07/2024
Whitechurch PMS Responsible Defensive	Cautious Allocation	High	Above Average	06/07/2024
Whitechurch PMS Responsible Growth	Aggressive Allocation	High	Average	29/05/2024

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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