Morningstar - Managed portfolio tool

Investment provider Strategy Morningstar category Platform availability Max. Discretionary Management Fee

Morningstar Portfolio Risk Score™ Morningstar Sustainability Rating™

Holdings based return calculated up-to: 30/09/2025

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
Tatton Income Balanced	GBP Allocation 40-60% Equity	41.17	9.62	0.15	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Scottish Widows Amber
Tatton Income Cautious	GBP Allocation 40-60% Equity	33.24	8.01	0.15	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Scottish Widows Amber
Tatton Income Defensive	GBP Allocation 20-40% Equity	24.73	6.25	0.15	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Scottish Widows Amber
Tatton Managed Active	GBP Allocation 60-80% Equity	51.91	10.46	0.15	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Scottish Widows Amber
Tatton Managed Aggressive	GBP Allocation 80%+ Equity	57.49	11.66	0.15	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Scottish Widows Amber
Tatton Managed Balanced	GBP Allocation 40-60% Equity	45.24	9.19	0.15	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Scottish Widows Amber
Tatton Managed Cautious	GBP Allocation 40-60% Equity	37.10	7.86	0.15	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Scottish Widows Amber
Tatton Managed Defensive	GBP Allocation 20-40% Equity	27.46	6.10	0.15	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Scottish Widows Amber
Tatton Managed Global Equity	Global Large-Cap Blend Equity	63.98	13.58	0.15	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Scottish Widows Amber
Tatton Money Market	GBP Money Market - Short Term	3.06		0.15	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Novia Financial Parmenion Hubwise abrdn Elevate Aegon ARC Fundment
Tatton Tracker Active	GBP Allocation 60-80% Equity	50.65	12.01	0.15	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Scottish Widows Amber
Tatton Tracker Aggressive	GBP Allocation 80%+ Equity	56.39	13.03	0.15	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Scottish Widows Amber
Tatton Tracker Balanced	GBP Allocation 40-60% Equity	41.81	10.54	0.15	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Scottish Widows Amber
Tatton Tracker Cautious	GBP Allocation 40-60% Equity	33.69	8.96	0.15	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Scottish Widows Amber
Tatton Tracker Defensive	GBP Allocation 20-40% Equity	23.79	6.99	0.15	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Scottish Widows Amber
Tatton Tracker Global Equity	Global Large-Cap Blend Equity	64.66	14.78	0.15	Aegon abrdn Wrap Quilter Transact Fidelity Adviser Solutions AJ Bell Investcentre James Hay Aviva M&G Wealth Nucleus Advance by Embark 7IM Novia Financial Morningstar Wealth Hubwise abrdn Elevate Aegon ARC Scottish Widows Amber
TEAM Equity Risk GBP Model	Global Large-Cap Blend Equity			0.50	Quilter 7IM Offshore Morningstar Wealth International
TEAM Multi-Asset Balanced	GBP Allocation 60-80% Equity	46.79	8.44	0.30	Quilter 7IM Offshore Morningstar Wealth International
TEAM Multi-Asset Conservative	GBP Allocation 40-60% Equity	40.69	9.50	0.30	Quilter 7IM Offshore Morningstar Wealth International
TEAM Multi-Asset Growth	GBP Allocation 60-80% Equity	55.07	10.26	0.30	Quilter 7IM Offshore Morningstar Wealth International

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