Tatton Investment Management has emerged as the most popular managed portfolio solution (MPS) provider in Defaqto’s latest MPS rankings.
Data from Defaqto Engage, the firm’s adviser research software, showed Tatton Investment Management dominated the market in 2025, with multiple propositions featuring in the top 10 most recommended MPS investments.
Tatton Core Balanced was named the most recommended MPS, replacing its stablemate the Tatton Core Active which dropped two places to third
A further four of its propositions occupied spaces in the top 10, three of which are new to the table in the shape of Tatton Tracker Balanced, Tatton Tracker Active and Tatton Tracker Aggressive.
Meanwhile, Timeline 0.09% Tracker-80 came in second place, rising from 112th position at the end of 2024, while Timeline 0.09% Tracker-60 took fourth place, up from 22nd a year earlier.
Quilter WealthSelect Managed Blend 6 was the fifth most popular MPS last year, edging down one place from 2024.
The remaining position was held by ebi Vantage Earth 60 which came in 8th place, up from 29th place at the end of 2024.
Andy Parsons, head of investment and protection at Defaqto, said: “Whilst the Tatton Core Balanced finishes the year in the number 1 spot, Tatton Investment Management dominated the top 10. The only other DFM with more than one entrant is Timeline, which had new entrants with the Timeline 0.09% Tracker-80 rising a total of 110 places to land in second spot, whereas the Timeline 0.09% Tracker -60 rose 18 places to take fourth place.”
Parsons said it was evident from the changes within the top 10 that 2025 proved a dilemma for advisers when seeking and identifying how to select propositions with a higher equity allocation, with an equal split between active and passive solutions.
“For Advisers, Consumer Duty remains front and centre of their minds, and for the DFMs providing the portfolio solutions to be potentially included within a CIP and/or CRP is paramount.
“Advisers are understandably seeking out investment solutions where all the tough challenges of asset allocation, geographical and sector preference, growth versus value and mega cap versus small is done for them. But it’s not just about the investment performance, it’s about the complete package of services offered, both tangible and intangible to help them manage and care for their underlying clients’ assets.”
Following on from 2025, Parsons said that 2026 is likely to see the continuation of new MPS portfolios being launched and the expansion of existing ranges.
However, he cautioned that for advisers undertaking due diligence, an air of opaqueness across the market can be “very challenging”.
“The regulator started to set out their intentions to take a closer look at this aspect of the investment universe in early 2025, and Defaqto fully supports those,” he added.
Past performance is not a reliable guide to future returns. You may not get back the amount originally invested, and tax rules can change over time. The writer’s views are their own and do not constitute financial advice.
This information should not be relied upon by retail clients or investment professionals. Reference to any particular investment does not constitute a recommendation to buy or sell the investment.
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