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: 31/01/2026

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
Tatton Tracker Balanced	GBP Allocation 40-60% Equity	42.04	9.78	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
Tatton Tracker Cautious	GBP Allocation 40-60% Equity	33.78	8.23	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	23.90	6.32	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	65.07	14.31	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	47.08	12.14	0.30	Quilter 7IM Offshore Morningstar Wealth International
TEAM Multi-Asset Conservative	GBP Allocation 40-60% Equity	41.06	12.58	0.30	Quilter 7IM Offshore Morningstar Wealth International
TEAM Multi-Asset Growth	GBP Allocation 60-80% Equity	54.96	13.17	0.30	Quilter 7IM Offshore Morningstar Wealth International
Timeline Classic 0	Global Diversified Bond - GBP Hedged	17.23	3.13	0.09	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Nucleus 7IM True Potential Novia Financial Wealthtime Aegon ARC Fundment Benchmark
Timeline Classic 10	GBP Allocation 0-20% Equity	18.34	4.05	0.09	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Nucleus 7IM True Potential Novia Financial Wealthtime Aegon ARC Fundment Benchmark
Timeline Classic 100	Global Large-Cap Blend Equity	67.08	11.45	0.09	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Nucleus 7IM True Potential Novia Financial Wealthtime Aegon ARC Fundment Benchmark
Timeline Classic 20	GBP Allocation 0-20% Equity	22.08	4.96	0.09	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Nucleus 7IM True Potential Novia Financial Wealthtime Aegon ARC Fundment Benchmark
Timeline Classic 30	GBP Allocation 20-40% Equity	27.27	5.85	0.09	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Nucleus 7IM True Potential Novia Financial Wealthtime Aegon ARC Fundment Benchmark
Timeline Classic 40	GBP Allocation 20-40% Equity	33.13	6.72	0.09	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Nucleus 7IM True Potential Novia Financial Wealthtime Aegon ARC Fundment Benchmark
Timeline Classic 50	GBP Allocation 40-60% Equity	39.26	7.57	0.09	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Nucleus 7IM True Potential Novia Financial Wealthtime Aegon ARC Fundment Benchmark
Timeline Classic 60	GBP Allocation 40-60% Equity	45.48	8.41	0.09	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Nucleus 7IM True Potential Novia Financial Wealthtime Aegon ARC Fundment Benchmark
Timeline Classic 70	GBP Allocation 60-80% Equity	51.60	9.23	0.09	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Nucleus 7IM True Potential Novia Financial Wealthtime Aegon ARC Fundment Benchmark
Timeline Classic 80	GBP Allocation 60-80% Equity	57.53	10.04	0.09	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Nucleus 7IM True Potential Novia Financial Wealthtime Aegon ARC Fundment Benchmark
Timeline Classic 90	GBP Allocation 80%+ Equity	63.41	10.83	0.09	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Nucleus 7IM True Potential Novia Financial Wealthtime Aegon ARC Fundment Benchmark
Timeline ESG Classic 0	Global Diversified Bond - GBP Hedged	16.09	3.36	0.09	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Nucleus 7IM True Potential Novia Financial Wealthtime Aegon ARC Fundment Benchmark

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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