Morningstar - Managed portfolio tool

Investment provider Strategy Morningstar category Platform availability Max. Discretionary Management Fee Morningstar Portfolio Risk Score™ Morningstar Sustainability Rating™

Holdings based return calculated up-to: 31/10/2023

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
Tatton Managed Cautious	GBP Allocation 40-60% Equity	30.42	2.06	0.15	Aegon abrdn Wrap Quilter Transact Fidelity FundsNetwork AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Embark Amber
Tatton Managed Defensive	GBP Allocation 20-40% Equity	21.09	-1.11	0.15	Aegon abrdn Wrap Quilter Transact Fidelity FundsNetwork AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Embark Amber
Tatton Managed Global Equity	Global Large-Cap Blend Equity		8.26	0.15	Aegon abrdn Wrap Quilter Transact Fidelity FundsNetwork AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Embark Amber
Tatton Tracker Active	GBP Allocation 60-80% Equity	39.84	6.48	0.15	Aegon abrdn Wrap Quilter Transact Fidelity FundsNetwork AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Embark Amber
Tatton Tracker Aggressive	GBP Allocation 80%+ Equity	45.42	8.53	0.15	Aegon abrdn Wrap Quilter Transact Fidelity FundsNetwork AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Embark Amber
Tatton Tracker Balanced	GBP Allocation 40-60% Equity	32.91	4.35	0.15	Aegon abrdn Wrap Quilter Transact Fidelity FundsNetwork AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Embark Amber
Tatton Tracker Cautious	GBP Allocation 40-60% Equity	26.38	2.12	0.15	Aegon abrdn Wrap Quilter Transact Fidelity FundsNetwork AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Embark Amber
Tatton Tracker Defensive	GBP Allocation 20-40% Equity	18.17	-0.87	0.15	Aegon abrdn Wrap Quilter Transact Fidelity FundsNetwork AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Embark Amber
Tatton Tracker Global Equity	Global Large-Cap Blend Equity		8.10	0.15	Aegon abrdn Wrap Quilter Transact Fidelity FundsNetwork AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Embark Amber
Thorntons Investments Adventurous Model	GBP Allocation 80%+ Equity	45.87	2.47	0.20	abrdn Wrap Quilter Transact Fidelity FundsNetwork M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Embark
Thorntons Investments Cautious Model	GBP Allocation 20-40% Equity	28.79	1.25	0.20	abrdn Wrap Quilter Transact Fidelity FundsNetwork M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Embark
Thorntons Investments Moderate Model	GBP Allocation 40-60% Equity	44.77	3.21	0.20	abrdn Wrap Quilter Transact Fidelity FundsNetwork M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Embark
Thorntons Investments Progressive Model	GBP Allocation 60-80% Equity	64.79	3.15	0.20	abrdn Wrap Quilter Transact Fidelity FundsNetwork M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Embark
Thorntons Investments Steady Model	GBP Allocation 40-60% Equity	33.24	2.55	0.20	abrdn Wrap Quilter Transact Fidelity FundsNetwork M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Embark
Timeline Classic 0	Global Bond - GBP Hedged	13.10	-4.06	0.09	abrdn Wrap Quilter Transact Fidelity FundsNetwork Aviva Nucleus 7IM True Potential Novia Financial Wealthtime Aegon ARC Fundment Fusion
Timeline Classic 10	GBP Allocation 0-20% Equity	13.91	-2.14	0.09	abrdn Wrap Quilter Transact Fidelity FundsNetwork Aviva Nucleus 7IM True Potential Novia Financial Wealthtime Aegon ARC Fundment Fusion
Timeline Classic 100	Global Large-Cap Blend Equity		9.44	0.09	abrdn Wrap Quilter Transact Fidelity FundsNetwork Aviva Nucleus 7IM True Potential Novia Financial Wealthtime Aegon ARC Fundment Fusion
Timeline Classic 20	GBP Allocation 0-20% Equity	17.23	-0.39	0.09	abrdn Wrap Quilter Transact Fidelity FundsNetwork Aviva Nucleus 7IM True Potential Novia Financial Wealthtime Aegon ARC Fundment Fusion
Timeline Classic 30	GBP Allocation 20-40% Equity	21.70	1.21	0.09	abrdn Wrap Quilter Transact Fidelity FundsNetwork Aviva Nucleus 7IM True Potential Novia Financial Wealthtime Aegon ARC Fundment Fusion
Timeline Classic 40	GBP Allocation 20-40% Equity	26.59	2.70	0.09	abrdn Wrap Quilter Transact Fidelity FundsNetwork Aviva Nucleus 7IM True Potential Novia Financial Wealthtime Aegon ARC Fundment Fusion

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.