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: 30/06/2026

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
TAM Sharia Balanced Model	GBP Allocation 40-60% Equity	41.26	11.97	0.50
TAM Sharia Cautious Model	GBP Allocation 20-40% Equity	33.01	9.16	0.50
TAM Sharia Defensive Model	GBP Allocation 0-20% Equity	30.16	6.38	0.50
TAM Sharia Growth Model	GBP Allocation 60-80% Equity	68.85	15.08	0.50
TAM Sustainable World Adventurous Model	Global Large-Cap Blend Equity	70.81	11.44	0.30	M&G Wealth Aviva Transact Scottish Widows Morningstar Wealth Fidelity Adviser Solutions 7IM abrdn Wrap Nucleus Quilter
TAM Sustainable World Balanced Model	GBP Allocation 40-60% Equity	35.25	9.34	0.30	M&G Wealth Aviva Transact Scottish Widows Morningstar Wealth Fidelity Adviser Solutions 7IM abrdn Wrap Nucleus Quilter
TAM Sustainable World Cautious Model	GBP Allocation 20-40% Equity	25.72	7.43	0.30	M&G Wealth Aviva Transact Scottish Widows Morningstar Wealth Fidelity Adviser Solutions 7IM abrdn Wrap Nucleus Quilter
TAM Sustainable World Defensive Model	GBP Allocation 0-20% Equity	13.83	6.79	0.30	M&G Wealth Aviva Transact Scottish Widows Morningstar Wealth Fidelity Adviser Solutions 7IM abrdn Wrap Nucleus Quilter
TAM Sustainable World Growth Model	GBP Allocation 60-80% Equity	64.34	10.53	0.30	M&G Wealth Aviva Transact Scottish Widows Morningstar Wealth Fidelity Adviser Solutions 7IM abrdn Wrap Nucleus Quilter
Tatton Classic Core Active	GBP Allocation 60-80% Equity	56.49	13.42	0.15	M&G Wealth Aviva Transact James Hay Scottish Widows Morningstar Wealth Aegon Hubwise Advance by Embark Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC Amber abrdn Elevate abrdn Wrap Nucleus Quilter AJ Bell Investcentre
Tatton Classic Core Aggressive	GBP Allocation 80%+ Equity	61.74	14.67	0.15	M&G Wealth Aviva Transact James Hay Scottish Widows Morningstar Wealth Aegon Hubwise Advance by Embark Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC Amber abrdn Elevate abrdn Wrap Nucleus Quilter AJ Bell Investcentre
Tatton Classic Core Balanced	GBP Allocation 40-60% Equity	35.91	11.58	0.15	M&G Wealth Aviva Transact James Hay Scottish Widows Morningstar Wealth Aegon Hubwise Advance by Embark Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC Amber abrdn Elevate abrdn Wrap Nucleus Quilter AJ Bell Investcentre
Tatton Classic Core Cautious	GBP Allocation 40-60% Equity	28.96	9.76	0.15	M&G Wealth Aviva Transact James Hay Scottish Widows Morningstar Wealth Aegon Hubwise Advance by Embark Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC Amber abrdn Elevate abrdn Wrap Nucleus Quilter AJ Bell Investcentre
Tatton Classic Core Defensive	GBP Allocation 20-40% Equity	21.47	7.50	0.15	M&G Wealth Aviva Transact James Hay Scottish Widows Morningstar Wealth Aegon Hubwise Advance by Embark Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC Amber abrdn Elevate abrdn Wrap Nucleus Quilter AJ Bell Investcentre
Tatton Classic Core Equity	Global Large-Cap Blend Equity	68.82		0.15	M&G Wealth Aviva Transact James Hay Scottish Widows Morningstar Wealth Hubwise Advance by Embark Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Elevate abrdn Wrap Nucleus Quilter AJ Bell Investcentre
Tatton Classic Managed Active	GBP Allocation 60-80% Equity	57.57	13.26	0.15	M&G Wealth Aviva Transact James Hay Scottish Widows Morningstar Wealth Aegon Hubwise Advance by Embark Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC Amber abrdn Elevate abrdn Wrap Nucleus Quilter AJ Bell Investcentre
Tatton Classic Managed Aggressive	GBP Allocation 80%+ Equity	61.92	14.53	0.15	M&G Wealth Aviva Transact James Hay Scottish Widows Morningstar Wealth Aegon Hubwise Advance by Embark Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC Amber abrdn Elevate abrdn Wrap Nucleus Quilter AJ Bell Investcentre
Tatton Classic Managed Balanced	GBP Allocation 40-60% Equity	37.84	11.48	0.15	M&G Wealth Aviva Transact James Hay Scottish Widows Morningstar Wealth Aegon Hubwise Advance by Embark Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC Amber abrdn Elevate abrdn Wrap Nucleus Quilter AJ Bell Investcentre
Tatton Classic Managed Cautious	GBP Allocation 40-60% Equity	30.25	9.66	0.15	M&G Wealth Aviva Transact James Hay Scottish Widows Morningstar Wealth Aegon Hubwise Advance by Embark Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC Amber abrdn Elevate abrdn Wrap Nucleus Quilter AJ Bell Investcentre
Tatton Classic Managed Defensive	GBP Allocation 20-40% Equity	22.91	7.37	0.15	M&G Wealth Aviva Transact James Hay Scottish Widows Morningstar Wealth Aegon Hubwise Advance by Embark Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC Amber abrdn Elevate abrdn Wrap Nucleus Quilter AJ Bell Investcentre

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