Tatton Core Balanced has been named the most recommended platform managed portfolio solution (MPS) by value in the second quarter of 2025, according to data from Defaqto.
Its rise to first place saw its sister proposition Tatton Core Active slip from pole position into second place. A number of Tatton MPS also dominated the final four positions of the top ten.
Meanwhile, Timeline 0.09% Tracker-80 swept into third place, having moved up nine places, while Quilter WealthSelect Managed Blend 6 came fourth.
Ebi Vantage Earth 60 was found to be the fifth most recommended MPS by value, while Timeline 0.09% Tracker 60 was named seventh.
As a percentage share of new business recommendations across the top 10, Tatton achieved 62.12% compared to 37.88% for the other four propositions. However, the combined percentage for the top two has fallen from 34.32% to 29.88%.
The findings are from Defaqto’s whole of market data, which includes more than 18,000 funds, 3,000 DFM MPS portfolios, platforms and products.
Andy Parsons, head of investment and protection at Defaqto, said: “The top 10 for the first half of 2025, has very much become the Tatton show, as they dominate with six of their propositions occupying positions in the top 10.
“Having sat top of the table at the end of 2024 and again for Q1 2025, the Tatton Core Active has finally been de-throned by its sister proposition, the Tatton Core Balanced.
“For many, the MPS arena still retains an air of opaqueness when compared to the likes of traditional multi-asset, creating difficulties for advisers when attempting to undertake research and due diligence. The FCA announcing back in late February it would be taking a much closer look into this arena, will hopefully ensure greater transparency for advisers as well as addressing the issues DFM providers face when trying to rebalance their respective propositions across the multitude of platforms.”
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