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 Income Cautious	2026-02-04 00:00:00	20	42.95	42.12	13.09	1.83
Tatton Income Defensive	2026-02-04 00:00:00	20	28.03	53.31	16.28	2.38
Tatton Managed Active	2026-02-04 00:00:00	34	72.96	23.11	2.62	1.31
Tatton Managed Aggressive	2026-02-04 00:00:00	34	82.83	12.33	3.76	1.08
Tatton Managed Balanced	2026-02-04 00:00:00	34	58.29	37.46	2.78	1.48
Tatton Managed Cautious	2026-02-04 00:00:00	34	43.42	51.00	3.68	1.90
Tatton Managed Defensive	2026-02-04 00:00:00	34	28.34	64.74	4.65	2.26
Tatton Managed Global Equity	2025-12-15 00:00:00	18	95.19	0.11	2.27	2.44
Tatton Money Market	2023-08-16 00:00:00	5	0	9.88	90.12	0
Tatton Tracker Active	2025-12-15 00:00:00	21	67.68	22.02	2.67	7.63
Tatton Tracker Aggressive	2025-12-15 00:00:00	20	76.18	12.74	1.93	9.15
Tatton Tracker Balanced	2025-12-15 00:00:00	21	53.66	36.35	3.70	6.29
Tatton Tracker Cautious	2025-12-15 00:00:00	21	40.30	49.90	4.95	4.85
Tatton Tracker Defensive	2025-12-15 00:00:00	20	26.92	63.98	6.26	2.84
Tatton Tracker Global Equity	2025-12-15 00:00:00	9	84.63	0.08	1.05	14.25
TEAM Equity Risk GBP Model	2025-10-31 00:00:00	9	79.97	0	-16.26	36.29
TEAM Multi-Asset Balanced	2025-11-28 00:00:00	21	63.19	15.21	5.06	16.54
TEAM Multi-Asset Conservative	2025-11-28 00:00:00	19	44.56	19.85	14.51	21.07
TEAM Multi-Asset Growth	2025-11-28 00:00:00	10	81.91	0	-13.79	31.88
Timeline Classic 0	2022-09-09 00:00:00	4	0	96.69	2.03	1.28

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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