Data and software provider Defaqto has revealed its adviser users' top 10, most recommended platform-sourced Managed Portfolio Solutions (MPS) by value for Q1.
Tatton had four of the top 10 funds with Timeline notching up three funds, including the top two.
The data comes from Defaqto’s Financial Planning software system Engage. Defaqto claims 30% of financial advisers in the UK use Engage.
The findings are drawn from Defaqto’s whole of market market data which includes 18,000 funds and 2,900 DFM MPS portfolios, platforms and products. Recommendations of £50bn annually go through the system.
Top 10 MPS in Q1 2026 via Defaqto Engage
Rank | Proposition Name | Position end 2025 | Movement up / down | % Share of Top 10 | Defaqto MPS Comparator * | Defaqto Diamond Rating |
1 | Timeline 0.09% Tracker 60 | 4 | +3 | 13.89 | Growth | 3 |
2 | Timeline 0.09% Tracker 80 | 2 | - | 12.42 | Adventurous | 5 |
3 | Quilter WealthSelect Managed Blend 7 | 13 | +10 | 12.08 | Balanced | 5 |
4 | Tatton Classic Core Active | 3 | -1 | 12.05 | Balanced | 5 |
5 | Timeline 0.09% Tracker 70 | 11 | +6 | 9.71 | Growth | 4 |
6 | Tatton Classic Tracker Active | 7 | +1 | 8.97 | Balanced | 5 |
7 | Tatton Classic Core Balanced | 1 | -6 | 8.88 | Balanced | 5 |
8 | ebi Vantage Earth 60 | 8 | - | 7.46 | Balanced | 4 |
9 | Quilter WealthSelect Managed Active 6 | 14 | +5 | 7.32 | Cautious | 5 |
10 | Tatton Classic Tracker Balanced | 6 | -4 | 7.22 | Balanced | 5 |
Source: Defaqto Engage. Defaqto MPS Comparator is derived based on historic risk adjusted returns
Andy Parsons, head of investment & protection at Defaqto, said: “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 have not only stolen a march on the top two positions, they 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.”
He said 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.