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

	Global Category			Portfolio Date Sustainability Rating
Tatton Core Aggressive	Aggressive Allocation	Average	Average	18/08/2025
Tatton Core Balanced	Moderate Allocation	Average	Below Average	18/08/2025
Tatton Core Cautious	Moderate Allocation	Average	Below Average	18/08/2025
Tatton Core Defensive	Cautious Allocation	Average	Average	18/08/2025
Tatton Core Global Equity	Global Equity Large Cap	Below Average	Average	18/08/2025
Tatton Ethical Active	Aggressive Allocation	High	Average	18/08/2025
Tatton Ethical Aggressive	Aggressive Allocation	High	Average	18/08/2025
Tatton Ethical Balanced	Moderate Allocation	Above Average	Below Average	18/08/2025
Tatton Ethical Cautious	Moderate Allocation	High	Below Average	18/08/2025
Tatton Ethical Defensive	Cautious Allocation	Above Average	Average	18/08/2025
Tatton Ethical Global Equity	Global Equity Large Cap	Above Average	Average	18/08/2025
Tatton Global Core Active	Aggressive Allocation	Average	Average	18/08/2025
Tatton Global Core Aggressive	Aggressive Allocation	Average	Average	18/08/2025
Tatton Global Core Balanced	Moderate Allocation	Average	Below Average	18/08/2025
Tatton Global Core Cautious	Moderate Allocation	Average	Below Average	18/08/2025
Tatton Global Core Defensive	Cautious Allocation	Average	Average	18/08/2025
Tatton Global Managed Active	Aggressive Allocation	Average	Average	18/08/2025
Tatton Global Managed Aggressive	Aggressive Allocation	Average	Average	18/08/2025
Tatton Global Managed Balanced	Moderate Allocation	Average	Below Average	18/08/2025
Tatton Global Managed Cautious	Moderate Allocation	Average	Below Average	18/08/2025

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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