Defaqto, the UK’s leading provider of adviser technology, data and insight, has revealed the top 10 most recommended platform managed portfolio solutions (MPS) by value to the end of Q2 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 is 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. It 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.
| Rank | Proposition Name | Position end Q1 2026 | Movement up / down | % Share of Top 10 | Defaqto MPS Comparator * | Defaqto Diamond Rating |
| 1 | Tatton Classic Core Active | 4 | +3 | 14.45 | Balanced | 5 |
| 2 | Timeline 0.09% Tracker 80 | 2 | – | 14.34 | Adventurous | 5 |
| 3 | Timeline 0.09% Tracker 60 | 1 | -2 | 11.56 | Growth | 3 |
| 4 | Timeline 0.09% Tracker 70 | 5 | +1 | 10.21 | Growth | 4 |
| 5 | Quilter WealthSelect Managed Blend 7 | 3 | -2 | 9.01 | Balanced | 5 |
| 6 | Tatton Classic Core Balanced | 7 | +1 | 8.79 | Balanced | 5 |
| 7 | Tatton Classic Tracker Active | 6 | -1 | 8.39 | Balanced | 5 |
| 8 | Quilter WealthSelect Managed Blend 6 | 11 | +3 | 7.98 | Cautious | 5 |
| 9 | ebi Vantage Core 70 | 22 | +13 | 7.72 | Growth | NR |
| 10 | Tatton Classic Core Aggressive | 14 | +4 | 7.55 | Growth | 5 |
“The top 10 for the first half of 2026, is very much dominated by three distinct providers, namely Tatton, Timeline, and Quilter WealthSelect.
“Looking back at the same period in 2025, the top 10 was heavily dominated by Tatton, which accounted for six of the places, while Timeline was represented by just two portfolios. Twelve months on, Tatton still has a strong presence, with four portfolios and the number one position through Classic Core Active. However, Timeline has not only strengthened its representation to three portfolios, but they have also occupied positions two to four.
“Looking at percentage share within the top 10, interestingly, the combined total for the top three shows minimal change with a very slight increase, albeit the top position last year accounts for 16.73% and has fallen to 14.45% this 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.”
Andy Parsons, Head of Insight at Defaqto
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 product and market intelligence, recommendations of £57bn annually go through the system.
