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


Tatton Core Balanced	0.55	1.17	0.88	0.78	0.46
Tatton Core Cautious	0.49	0.98	0.86	0.68	0.45
Tatton Core Defensive	0.44	0.80	0.83	0.54	0.39
Tatton Core Global Equity	0.66	1.10	0.93	0.54	0.44
Tatton Ethical Active	0	0.01	0.07	0	0.01
Tatton Ethical Aggressive	0	0.02	0.06	0	0.01
Tatton Ethical Balanced	0	0.01	0.08	0	0
Tatton Ethical Cautious	0	0.01	0.10	0	0
Tatton Ethical Defensive	0	0.01	0.12	0	0
Tatton Ethical Global Equity	0	0.02	0.04	0	0.01
Tatton Global Core Active	0.45	0.86	0.86	0.47	0.42
Tatton Global Core Aggressive	0.49	0.91	0.87	0.49	0.44
Tatton Global Core Balanced	0.41	0.78	0.82	0.42	0.41
Tatton Global Core Cautious	0.40	0.71	0.79	0.42	0.39
Tatton Global Core Defensive	0.37	0.61	0.76	0.36	0.36
Tatton Global Managed Active	0.53	0.74	0.68	0.36	0.58
Tatton Global Managed Aggressive	0.58	0.73	0.71	0.37	0.61
Tatton Global Managed Balanced	0.44	0.74	0.66	0.31	0.57
Tatton Global Managed Cautious	0.39	0.69	0.64	0.31	0.54
Tatton Global Managed Defensive	0.31	0.65	0.61	0.25	0.50

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