Overlay Strategy upgrades

Expanding the Overlay Strategy

We are expanding the Overlay Strategy beyond the Managed Portfolios to the Tracker and Global ranges, which also completes the Overlay Strategy for the Core range.  This is a major step forward for us to offer the same benefits and investment principles across our active and passive strategies, fulfilling our requirements under Consumer Duty to offer the same outcomes to your clients. 

Please download the Overlay Explained which provides details of the upgrades or view the recording from Lothar Mentel, Tatton’s CEO and Chief Investment Officer that presents the change in more technical detail.

If you have any questions please contact your Business Development Director or email [email protected]