Timeline, Tatton and Quilter WealthSelect dominated the top ten recommended managed portfolio solutions (MPS) in the first quarter of 2026, according to analysis from Defaqto.
Timeline 0.09% Tracker 60 rose to pole position from fourth, accounting for a 13.89% share of the top ten. It was closely followed by Timeline 0.09% Tracker 80 in second place and Quilter WealthSelect Managed Blend 7 which rose 10 places to be ranked third.
Tatton Classic Core Active and Timeline 0.09% Tracker 70 took fourth and fifth place respectively.
The findings are from Defaqto’s whole of market data which includes more than 18,000 funds, 2,900 DFM MPS portfolios, platforms and products.
Andy Parsons, head of investment and protection at Defaqto, said: “Interestingly, when looking back at the same period back in 2025, it was very much a Tatton and Quilter WealthSelect show as they accounted for eight of the top 10 places, alongside ebi Vantage Earth 60 which has retained a top 10 position and Timeline at that point had no representation.
“And yet roll on twelve months and Timeline have not only stolen a march on the top two positions, they account for three of the top five positions.”
Looking at the percentage share within the top ten, Defaqto said the top three account for 38.39%, which is lower than the 46.12% the top three accounted for last year.
Parsons added: “For advisers, Consumer Duty remains front and centre of their minds, alongside the thematic review of ‘Retirement Income Advice’ and ensuring their clients are receiving appropriate advice when considering their income needs in retirement.
“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.
“Transparency around the MPS arena will undoubtedly be a key focus in 2026, as DFMs and advisers await the FCA review into this aspect of the investment universe.”
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