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: 28/02/2025

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
Tatton Income Balanced	GBP Allocation 40-60% Equity	42.07	5.86	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 Income Cautious	GBP Allocation 40-60% Equity	34.00	4.28	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	24.69	1.96	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 Managed Active	GBP Allocation 60-80% Equity	50.96	7.26	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	56.73	8.44	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	44.23	5.67	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	36.52	4.01	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 Managed Defensive	GBP Allocation 20-40% Equity	26.69	1.83	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	62.90	10.12	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			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	50.02	7.94	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	56.41	9.00	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	41.60	6.40	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	33.58	4.76	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	23.34	2.57	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	63.76	10.77	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	43.70	3.74	0.30	Quilter 7IM Offshore Morningstar Wealth International
TEAM Multi-Asset Conservative	GBP Allocation 40-60% Equity	37.64	3.91	0.30	Quilter 7IM Offshore Morningstar Wealth International
TEAM Multi-Asset Growth	GBP Allocation 60-80% Equity	49.33	4.36	0.30	Quilter 7IM Offshore Morningstar Wealth International

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