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
Vanguard BL Dynamic 100% Equity MPS	Global Equity Large Cap	Average	Average	16/12/2025
Vanguard BL Dynamic 20% Equity MPS	Cautious Allocation	Average	Average	16/12/2025
Vanguard BL Dynamic 40% Equity MPS	Moderate Allocation	Average	Average	16/12/2025
Vanguard BL Dynamic 60% Equity MPS	Aggressive Allocation	Above Average	Average	16/12/2025
Vanguard BL Dynamic 80% Equity MPS	Aggressive Allocation	Above Average	Average	16/12/2025
Vanguard LS 100% Equity MPS Classic	Global Equity Large Cap	Below Average	Average	03/12/2025
Vanguard LS 100% Equity MPS Global	Global Equity Large Cap	Below Average	Average	03/12/2025
Vanguard LS 20% Equity MPS Classic	Cautious Allocation	Above Average	Above Average	03/12/2025
Vanguard LS 20% Equity MPS Global	Cautious Allocation	Average	Above Average	03/12/2025
Vanguard LS 40% Equity MPS Classic	Cautious Allocation	Average	Above Average	03/12/2025
Vanguard LS 40% Equity MPS Global	Cautious Allocation	Average	Above Average	03/12/2025
Vanguard LS 60% Equity MPS Classic	Moderate Allocation	Average	Average	03/12/2025
Vanguard LS 60% Equity MPS Global	Moderate Allocation	Average	Average	03/12/2025
Vanguard LS 80% Equity MPS Classic	Aggressive Allocation	Above Average	Average	03/12/2025
Vanguard LS 80% Equity MPS Global	Aggressive Allocation	Average	Average	03/12/2025
Voyager Balanced CO	Aggressive Allocation	High	Average	10/12/2025
Voyager Conservative CO	Moderate Allocation	Above Average	Average	10/12/2025
Voyager Conservative Higher Income CO	Moderate Allocation	Above Average	Average	10/12/2025
Voyager Defensive CO	Cautious Allocation	Above Average	Above Average	10/12/2025
Voyager Ethical Income CO	Moderate Allocation	Above Average	Average	10/12/2025

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

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