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 Tracker Cautious	0.60	1.08	0.96	0.77	0.26
Tatton Tracker Defensive	0.55	0.81	0.91	0.63	0.24
Tatton Tracker Global Equity	0.64	1.39	1.10	0.63	0.27
TEAM Equity Risk GBP Model	1.24	1.46	0.81	1.62	0.20
TEAM Multi-Asset Balanced	0.85	0.84	1.44	0.98	0.20
TEAM Multi-Asset Conservative	0.58	0.62	1.53	1.17	0.17
TEAM Multi-Asset Growth	0.87	1.18	1.35	1.20	0.24
Thorntons Investments Adventurous Model	0.74	1.53	1.17	0.73	0.26
Thorntons Investments Cautious Model	0.52	0.57	1.43	0.56	0.05
Thorntons Investments Moderate Model	0.64	1.04	2.43	0.75	0.13
Thorntons Investments Progressive Model	0.65	1.09	2.29	0.73	0.16
Thorntons Investments Steady Model	0.52	1.04	2.17	0.82	0.11
Timeline Classic 0
Timeline Classic 10
Timeline Classic 100
Timeline Classic 20
Timeline Classic 30
Timeline Classic 40
Timeline Classic 50
Timeline Classic 60

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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