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 Income Cautious	0.15	No	0.44	0.59
Tatton Income Defensive	0.15	No	0.39	0.54
Tatton Managed Active	0.15	No	0.54	0.69
Tatton Managed Aggressive	0.15	No	0.52	0.67
Tatton Managed Balanced	0.15	No	0.53	0.68
Tatton Managed Cautious	0.15	No	0.53	0.68
Tatton Managed Defensive	0.15	No	0.57	0.72
Tatton Managed Global Equity	0.15	No	0.56	0.71
Tatton Money Market	0.15	No	0.12	0.27
Tatton Tracker Active	0.15	No	0.14	0.29
Tatton Tracker Aggressive	0.15	No	0.14	0.29
Tatton Tracker Balanced	0.15	No	0.15	0.30
Tatton Tracker Cautious	0.15	No	0.15	0.30
Tatton Tracker Defensive	0.15	No	0.15	0.30
Tatton Tracker Global Equity	0.15	No	0.08	0.23
TEAM Equity Risk GBP Model	0.50	No	0.14	0.64
TEAM Multi-Asset Balanced	0.30	No
TEAM Multi-Asset Conservative	0.30	No
TEAM Multi-Asset Growth	0.30	No	0.17	0.47
Timeline Classic 0	0.09	No	0.13	0.22

* Excludes underlying fund transaction costs

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