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 Tracker Balanced	Moderate Allocation	Average	Below Average	18/08/2025
Tatton Tracker Cautious	Moderate Allocation	Average	Below Average	18/08/2025
Tatton Tracker Defensive	Cautious Allocation	Average	Average	18/08/2025
Tatton Tracker Global Equity	Global Equity Large Cap	Below Average	Average	18/08/2025
TEAM Equity Risk GBP Model	Global Equity Large Cap	Below Average		11/08/2025
TEAM Multi-Asset Balanced	Aggressive Allocation	Average	Below Average	11/08/2025
TEAM Multi-Asset Conservative	Moderate Allocation	Average	Below Average	11/08/2025
TEAM Multi-Asset Growth	Aggressive Allocation	Average		11/08/2025
Thorntons Investments Adventurous Model	Aggressive Allocation	Average	Average	24/02/2025
Thorntons Investments Cautious Model	Cautious Allocation	Above Average	Above Average	24/02/2025
Thorntons Investments Moderate Model	Moderate Allocation	Below Average	Average	24/02/2025
Thorntons Investments Progressive Model	Aggressive Allocation	Average	Average	24/02/2025
Thorntons Investments Steady Model	Moderate Allocation	Average	Average	24/02/2025
Timeline Classic 0	Global Fixed Income
Timeline Classic 10	Cautious Allocation
Timeline Classic 100	Global Equity Large Cap
Timeline Classic 20	Cautious Allocation
Timeline Classic 30	Cautious Allocation
Timeline Classic 40	Cautious Allocation
Timeline Classic 50	Moderate Allocation

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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