Managed Portfolio Services

Our Managed Portfolio Service pioneered client access to discretionary fund management. Available across 13 investment platforms and compatible with leading risk profilers with a market leading fee of 0.15% per annum across all strategies it has helped establish Tatton as the Financial Advisers’ investment manager.

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Tatton Managed

The Tatton Managed Portfolios are predominantly constructed from actively managed funds. We select managers with strategies most aligned with our market view of the global economy that allow the potential for portfolio gains within a chosen level of risk.

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Tatton Core

The Tatton Core Portfolios are a hybrid mix of passive and actively managed funds effectively blending returns from the two strategic approaches. This hybrid approach reduces the cost of investing through the use of passive funds.

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Tatton Tracker

The Tatton Tracker Portfolios are constructed from passive funds. The portfolios are managed in the same way as our other portfolios and following the same geographical and asset allocation strategies, with the exception of using passive rather than actively managed funds. Passive funds have lower charges meaning the Tatton Tracker portfolios have the lowest costs of any of our portfolios.

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Tatton Ethical

A range of ethical portfolios that allow investors to have their entire portfolio managed under the ethical considerations that they care about. We combine negative and positive screening to give clients peace of mind that their investments not only align with their principles, but also generate investment returns in line with their risk profiles.

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Tatton Income

The Tatton Income Portfolios seek to generate reliable income and capital growth to ensure asset values stay in line with inflation. The portfolios are managed in the same way as our other portfolios and following the same asset allocation strategies, with the exception of using income generating share classes of actively managed funds.

Bespoke Services

Our Bespoke Services are designed for investors who have more specific investment requirements. Available through investment platforms they share the ease of access, Financial Adviser control and lower costs of our Managed Portfolio Services.

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Bespoke Portfolio Service

Our Bespoke Portfolio Service is a discretionary investment portfolio service tailored around an investor’s specific investment requirements.

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Tatton AIM Portfolio Service

The Tatton AIM Portfolio Service is created to provide long term growth that’s carefully managed in terms of risk and has the potential to shelter its value from future inheritance tax.

Tatton Funds

Our funds offer a straightforward and cost-effective investment option for a broad range of investors are built using the same robust investment process as our discretionary portfolios.

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Blended Funds

Five risk rated funds with the same asset construction as our Managed Portfolios.

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