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 Global Managed Defensive	Cautious Allocation	Average	Average	18/08/2025
Tatton Global Tracker Active	Aggressive Allocation	Average	Average	18/08/2025
Tatton Global Tracker Aggressive	Aggressive Allocation	Average	Average	18/08/2025
Tatton Global Tracker Balanced	Moderate Allocation	Average	Below Average	18/08/2025
Tatton Global Tracker Cautious	Moderate Allocation	Average	Below Average	18/08/2025
Tatton Global Tracker Defensive	Cautious Allocation	Average	Average	18/08/2025
Tatton Income Active	Aggressive Allocation	Average	Average	18/08/2025
Tatton Income Aggressive	Aggressive Allocation	Average	Average	18/08/2025
Tatton Income Balanced	Moderate Allocation	Below Average	Below Average	18/08/2025
Tatton Income Cautious	Moderate Allocation	Below Average	Below Average	18/08/2025
Tatton Income Defensive	Cautious Allocation	Below Average	Average	18/08/2025
Tatton Managed Active	Aggressive Allocation	Average	Average	18/08/2025
Tatton Managed Aggressive	Aggressive Allocation	Average	Average	18/08/2025
Tatton Managed Balanced	Moderate Allocation	Average	Below Average	18/08/2025
Tatton Managed Cautious	Moderate Allocation	Average	Below Average	18/08/2025
Tatton Managed Defensive	Cautious Allocation	Average	Average	18/08/2025
Tatton Managed Global Equity	Global Equity Large Cap	Below Average	Average	18/08/2025
Tatton Money Market	Sterling Money Market
Tatton Tracker Active	Aggressive Allocation	Average	Average	18/08/2025
Tatton Tracker Aggressive	Aggressive Allocation	Average	Average	18/08/2025

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Equally if you are a Management firm and would like to list your products, email us at mpdbonboarding@morningstar.com

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