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	High	Average	2026-02-13 00:00:00
Voyager Conservative CO	Moderate Allocation	Above Average	Average	2026-02-13 00:00:00
Voyager Conservative Higher Income CO	Moderate Allocation	Above Average	Average	2026-02-13 00:00:00
Voyager Defensive CO	Cautious Allocation	Above Average	Above Average	2026-02-13 00:00:00
Voyager Ethical Income CO	Moderate Allocation	Above Average	Average	2026-02-13 00:00:00
Voyager Global 2	Moderate Allocation	Above Average	Average	2026-02-13 00:00:00
Voyager Global 3	Moderate Allocation	Above Average	Average	2026-02-13 00:00:00
Voyager Global 4	Aggressive Allocation	Above Average	Average	2026-02-13 00:00:00
Voyager Global 5	Aggressive Allocation	Above Average	Average	2026-02-13 00:00:00
Voyager Global Equity	Global Equity Large Cap
Voyager Growth CO	Aggressive Allocation	Above Average	Average	2026-02-13 00:00:00
Voyager Higher Income CO	Aggressive Allocation	Above Average	Above Average	2026-02-13 00:00:00
Voyager Income CO	Aggressive Allocation	High	Average	2026-02-13 00:00:00
W1M (Waverton) MPS Balanced	Moderate Allocation	Average	Average	2026-02-04 00:00:00
W1M (Waverton) MPS Cautious	Moderate Allocation	Average	Average	2026-02-04 00:00:00
W1M (Waverton) MPS Conservative	Cautious Allocation	Average	Above Average	2026-02-04 00:00:00
W1M (Waverton) MPS Defensive	Cautious Allocation	Average	Above Average	2026-02-04 00:00:00
W1M (Waverton) MPS Equity	Global Equity Large Cap	Average		2026-02-04 00:00:00
W1M (Waverton) MPS Growth	Aggressive Allocation	Above Average	Average	2026-02-04 00:00:00

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Equally if you are a Management firm and would like to list your products, email us at mpdbonboarding@morningstar.com

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