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 Global Tracker Active	0.59	1.12	1.00	0.57	0.26
Tatton Global Tracker Aggressive	0.59	1.22	1.01	0.58	0.27
Tatton Global Tracker Balanced	0.55	0.94	0.95	0.51	0.26
Tatton Global Tracker Cautious	0.53	0.82	0.92	0.50	0.24
Tatton Global Tracker Defensive	0.50	0.64	0.88	0.46	0.22
Tatton Income Active	0.74	1.02	0.84	1.73	0.50
Tatton Income Aggressive	0.84	1.07	0.75	1.83	0.44
Tatton Income Balanced	0.62	0.88	0.83	1.46	0.53
Tatton Income Cautious	0.50	0.75	0.90	1.21	0.60
Tatton Income Defensive	0.44	0.55	0.87	0.91	0.56
Tatton Managed Active	0.66	1.25	0.82	0.83	0.76
Tatton Managed Aggressive	0.72	1.26	0.84	0.88	0.78
Tatton Managed Balanced	0.57	1.12	0.75	0.67	0.64
Tatton Managed Cautious	0.47	0.94	0.74	0.57	0.64
Tatton Managed Defensive	0.39	0.84	0.72	0.45	0.54
Tatton Managed Global Equity	0.69	0.80	0.76	0.45	0.61
Tatton Money Market
Tatton Tracker Active	0.68	1.54	1.06	0.99	0.30
Tatton Tracker Aggressive	0.70	1.68	1.07	1.04	0.32
Tatton Tracker Balanced	0.64	1.30	1.00	0.87	0.28

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

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