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

		VAT on fees
Tatton Ethical Defensive	0.15	No	0.43	0.58
Tatton Ethical Global Equity	0.15	No	0.43	0.58
Tatton Global Core Active	0.15	No	0.37	0.52
Tatton Global Core Aggressive	0.15	No	0.36	0.51
Tatton Global Core Balanced	0.15	No	0.37	0.52
Tatton Global Core Cautious	0.15	No	0.38	0.53
Tatton Global Core Defensive	0.15	No	0.39	0.54
Tatton Global Managed Active	0.15	No	0.58	0.73
Tatton Global Managed Aggressive	0.15	No	0.56	0.71
Tatton Global Managed Balanced	0.15	No	0.59	0.74
Tatton Global Managed Cautious	0.15	No	0.59	0.74
Tatton Global Managed Defensive	0.15	No	0.61	0.76
Tatton Global Tracker Active	0.15	No	0.15	0.30
Tatton Global Tracker Aggressive	0.15	No	0.15	0.30
Tatton Global Tracker Balanced	0.15	No	0.16	0.31
Tatton Global Tracker Cautious	0.15	No	0.17	0.32
Tatton Global Tracker Defensive	0.15	No	0.17	0.32
Tatton Income Active	0.15	No	0.55	0.70
Tatton Income Aggressive	0.15	No	0.58	0.73
Tatton Income Balanced	0.15	No	0.50	0.65

* Excludes underlying fund transaction costs

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