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 Classic Managed Equity	0.15	No	0.52	0.67
Tatton Classic Tracker Active	0.15	No	0.14	0.29
Tatton Classic Tracker Aggressive	0.15	No	0.14	0.29
Tatton Classic Tracker Balanced	0.15	No	0.15	0.30
Tatton Classic Tracker Cautious	0.15	No	0.15	0.30
Tatton Classic Tracker Defensive	0.15	No	0.15	0.30
Tatton Classic Tracker Equity	0.15	No	0.09	0.24
Tatton Ethical Active	0.15	No	0.39	0.54
Tatton Ethical Aggressive	0.15	No	0.38	0.53
Tatton Ethical Balanced	0.15	No	0.39	0.54
Tatton Ethical Cautious	0.15	No	0.40	0.55
Tatton Ethical Defensive	0.15	No	0.41	0.56
Tatton Ethical Equity	0.15	No	0.38	0.53
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 Core Equity	0.15	No	0.33	0.48
Tatton Global Managed Active	0.15	No	0.58	0.73

* Excludes underlying fund transaction costs

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