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
Tatton Classic Managed Equity	Global Large-Cap Blend Equity	68.12		0.15	M&G Wealth Aviva Transact James Hay Scottish Widows Morningstar Wealth Aegon Advance by Embark Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus Quilter AJ Bell Investcentre
Tatton Classic Tracker Active	GBP Allocation 60-80% Equity	53.68	13.58	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 Tracker Aggressive	GBP Allocation 80%+ Equity	60.99	14.82	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 Tracker Balanced	GBP Allocation 40-60% Equity	35.33	11.68	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 Tracker Cautious	GBP Allocation 40-60% Equity	28.34	9.87	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 Tracker Defensive	GBP Allocation 20-40% Equity	19.92	7.64	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 Tracker Equity	Global Large-Cap Blend Equity			0.15	M&G Wealth Aviva Transact James Hay Scottish Widows Morningstar Wealth Aegon Advance by Embark Novia Financial Fidelity Adviser Solutions 7IM Aegon ARC abrdn Wrap Nucleus Quilter AJ Bell Investcentre
Tatton Ethical Active	GBP Allocation 60-80% Equity	59.85	13.10	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 abrdn Elevate abrdn Wrap Nucleus Quilter AJ Bell Investcentre
Tatton Ethical Aggressive	GBP Allocation 80%+ Equity	65.75	13.91	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 Ethical Balanced	GBP Allocation 40-60% Equity	40.70	11.82	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 Ethical Cautious	GBP Allocation 40-60% Equity	31.79	10.59	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 Ethical Defensive	GBP Allocation 20-40% Equity	24.63	9.24	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 Ethical Equity	Global Large-Cap Blend Equity	72.58	15.32	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 Global Core Active	GBP Allocation 60-80% Equity	58.71	13.82	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 Global Core Aggressive	GBP Allocation 80%+ Equity	63.60	15.12	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 Global Core Balanced	GBP Allocation 40-60% Equity	36.80	11.82	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 Global Core Cautious	GBP Allocation 40-60% Equity	29.43	9.96	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 Global Core Defensive	GBP Allocation 20-40% Equity	21.77	7.66	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 Global Core Equity	Global Large-Cap Blend Equity	71.15	17.32	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 Global Managed Active	GBP Allocation 60-80% Equity	61.01	13.66	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

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