Defaqto reveals top 10 recommended MPS investments in Q1 2026 

Defaqto, one of the UK’s most trusted sources of financial product and market intelligence, has identified the top 10 most recommended platform managed portfolio solutions (MPS) by value for Q1 2026.

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.

The data drawn from Defaqto Engage, the adviser research software used by more than 30% of advisers in the UK to help their clients make smarter financial decisions, denotes 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.

Andy Parsons, Head of Investment & Protection at Defaqto, commented: 

“The top 10 for the first quarter of 2026, is very much dominated by three distinct providers, namely Timeline, Tatton and Quilter WealthSelect and when looking at the split between active versus passive solutions, that has played out as 50/50.”

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 8 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 has not only stolen a march on the top two positions, but they also account for three of the top five positions.

Looking at percentage share within the top ten, the top three account for 38.39%, which is considerably down from the 46.12% the top three accounted for last year.

The final point of note for the top 10 is that Quilter WealthSelect (Managed Blend range) and Tatton (Tracker range) have just won awards for the newly announced inaugural best Defaqto MPS Active Comparator range and best Defaqto MPS Passive Comparator range.

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.”

Defaqto Engage consolidates all the information advisers need into one software solution, providing a comprehensive holistic service. It gives advisers the power to model a client’s financial objectives, capture risk profiles, conduct investment research, and oversee client reviews – all from one place.

Recognised by advisers as a trusted source of financial products and market intelligence, recommendations of £57bn annually go through the system.

More information about Defaqto Engage can be found at www.defaqto.com/solutions/engage