Tatton Core Balanced tops ten most recommended platform MPS by value

According to Defaqto Engage

Sahar Nazir
clock • 3 min read

Tatton Core Active has “finally been de-throned” by its sister proposition, the Tatton Core Balanced, in the top ten most recommended platform managed portfolio solutions (MPS) by value to the end of Q2 2025, according to data from Defaqto.

The findings are from Defaqto's whole of market data which includes more than 18,000 funds, 3,000 discretionary fund manager MPS portfolios, platforms and products. The data drawn from adviser research software Defaqto Engage, which is used by more than 30% of advisers in the UK, denotes the most popular managed portfolio solutions chosen through the research software. Tatton Core Balanced's percentage share within the top ten has increased by 81 bps since the end of Q1 2025, however, the Core Active has fallen by 525 bps. Rank Proposition Name Position end Q1 2025 Movement up / ...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Robert Peston: Middle East conflict 'particularly problematic' for UK growth

Robert Peston: Middle East conflict 'particularly problematic' for UK growth

Robert Peston discusses at PA360

Sophia Panayi
clock 29 April 2026 • 4 min read
Dynamic Planner launches Financial Happiness Index for advisers

Dynamic Planner launches Financial Happiness Index for advisers

Consumer Duty aligned adviser benchmark based on a data set and behavioural model

Sophia Panayi
clock 29 April 2026 • 2 min read
PFS's Pathway to the Profession project hits  500-member target

PFS's Pathway to the Profession project hits 500-member target

A third of new members are women

Sophia Panayi
clock 28 April 2026 • 2 min read