Morningstar - Managed portfolio tool

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

Morningstar Portfolio Risk Score™ Morningstar Sustainability Rating™

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Latest Portfolio Transaction Date
Tatton Ethical Defensive	2025-12-15 00:00:00	15	29.47	62.89	6.29	1.35
Tatton Ethical Global Equity	2025-12-15 00:00:00	10	97.18	0.13	2.40	0.30
Tatton Global Core Active	2026-02-04 00:00:00	43	70.25	22.53	2.57	4.65
Tatton Global Core Aggressive	2026-02-04 00:00:00	40	79.72	12.74	2.55	4.99
Tatton Global Core Balanced	2026-02-04 00:00:00	43	56.51	39.76	-0.17	3.90
Tatton Global Core Cautious	2026-02-04 00:00:00	43	41.93	51.42	3.29	3.37
Tatton Global Core Defensive	2026-02-04 00:00:00	41	27.60	66.04	3.75	2.60
Tatton Global Managed Active	2026-02-04 00:00:00	32	73.85	22.48	2.81	0.86
Tatton Global Managed Aggressive	2026-02-04 00:00:00	31	83.86	12.09	3.53	0.52
Tatton Global Managed Balanced	2026-02-04 00:00:00	32	58.58	38.00	2.22	1.19
Tatton Global Managed Cautious	2026-02-04 00:00:00	32	43.79	52.23	2.32	1.67
Tatton Global Managed Defensive	2026-02-04 00:00:00	30	28.45	67.30	2.14	2.10
Tatton Global Tracker Active	2025-12-15 00:00:00	20	66.23	21.90	2.65	9.23
Tatton Global Tracker Aggressive	2025-12-15 00:00:00	18	75.07	12.84	1.74	10.35
Tatton Global Tracker Balanced	2025-12-15 00:00:00	20	53.37	36.13	3.67	6.83
Tatton Global Tracker Cautious	2025-12-15 00:00:00	20	40.10	49.59	4.93	5.38
Tatton Global Tracker Defensive	2025-12-15 00:00:00	19	26.78	63.58	6.24	3.41
Tatton Income Active	2026-02-04 00:00:00	20	72.62	18.24	8.15	0.99
Tatton Income Aggressive	2026-02-04 00:00:00	20	82.56	10.46	6.27	0.71
Tatton Income Balanced	2026-02-04 00:00:00	20	57.87	30.88	9.95	1.30

The Portfolio Holdings date represents the latest stated transactional positions. Providers confirm their position quarterly at a minimum, for further information please view The Morningstar Attestation & Understanding document.

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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