Tatton Core Active was the most recommended managed portfolio solutions (MPS) investment solution for value in 2024.
This is according to Defaqto, which also found Tatton Core Balanced solution came in second.
Additionally, there is was no out-and-out passive solution within the Top 10.
The top 10 were:
- Tatton Core Active
- Tatton Core Balanced
- Quilter WealthSelect Managed Blend 7
- Quilter WealthSelect Managed Blend 6
- Quilter WealthSelect Managed Blend 5
- Waverton Growth Portfolio
- Rockhold 50% Active 50% Passive Balanced Growth
- Tatton Core Aggressive
- Brewin Dolphin MPS Balanced
- Quilter WealthSelect Managed Active 6
Defaqto insight manager Andy Parsons said: “Tatton Core Active led the way all year in the number one spot, while two of its stablemates (Tatton Core Balanced and Tatton Core Aggressive) also attained places within the Top 10 in second and eighth places respectively.
“The most notable new entrants came from the Quilter WealthSelect stable, with four of their solutions represented, and of which three from the ‘Managed Blend’ range found their way into the top five.
“The only other two solutions that managed to retain a position within the Top 10 from 2023, were Waverton Growth and Brewin Dolphin MPS Balanced.”
“The Rockhold 50% Active 50% Passive Balanced Growth was the most notable riser in terms of places gained, climbing 216 spots to seventh place.”
“It is clear from the changes within the Top 10 that for advisers, 2024 brought a variety of external geo-political and central bank challenges that had to be carefully considered when deciding upon solutions for their respective clients.
“As we move into 2025, attention and focus will immediately be drawn to the upcoming inauguration of the new US President and what rhetoric and global challenges he will pose in terms of trade tariffs.
“Aside from the continuing geo-political concerns, especially around the Ukraine conflict and Middle East tension, commentators and industry experts are patiently awaiting the next moves by the Bank of England and Federal Reserve. Both have given clear indications that cuts can be expected – all that remains to be seen is how many, by how much and when.”
Parsons added that the Consumer Duty remains “front and centre” for advisers, as well as the thematic review of ‘Retirement Income Advice’ and making sure their clients are receiving appropriate advice when considering their income needs in retirement.
The data is drawn from Defaqto Engage; the adviser research software used by more than 30% of financial advisers in the UK to help their clients make smarter financial decisions.
It depicts the most popular managed portfolio solutions chosen through the research software, by a representational cross section of the UK financial adviser market, excluding recommendations made by vertically integrated distribution networks.
Defaqto Engage consolidates all the information advisers need into one software solution, providing a comprehensive holistic service.
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