Tatton Blended Funds
Our Blended Fund Range contains five risk rated multi-asset funds designed to maximise returns for investors who want to invest with lower or higher levels of risk. They hold a dynamic mix of active and passive funds to offer the potential for higher returns while keeping costs low.
Structured as open-ended funds, the Tatton Blended Funds offer a straightforward and cost-effective investment option for a broad range of investors. Built using the same robust investment process as our discretionary portfolios our experienced team of investment professionals seek to maximise returns whilst achieving its objectives. However, as with all investments their value can fluctuate and it is possible that investors may get back less than the amount they invested
Benefits at a glance
- Five risk rated multi-asset funds designed to suit different objectives and risk appetites
- Actively managed, combining the benefits of active and passive strategies
- Access to high-quality investment expertise at a lower cost
Each fund is globally diversified and holds a roughly equal blend of active and tracker funds. They benefit from our dynamic investment management process that means that, from time to time, the proportions invested in active and tracker strategies will vary depending on economic and market conditions.
By taking a multi-asset approach, our investment managers spread portfolio risk across the asset classes and ensure costs stay low.
Useful documents
Application forms
- VT Blended Active Fund Application Form
- VT Blended Aggressive Fund Application Form
- VT Blended Balanced Fund Application Form
- VT Blended Cautious Fund Application Form
- VT Blended Defensive Fund Application Form
KIID’s
- VT Tatton Blended Active Fund KIID Class A Acc Inc 2024-05-01
- VT Tatton Blended Aggressive Fund KIID Class Retail Acc Inc 2024-05-31
- VT Tatton Blended Balanced Fund KIID Class A Acc Inc 2024-05-01
- VT Tatton Blended Cautious Fund KIID Class A Acc Inc 2024-05-01
- VT Tatton Blended Defensive Fund KIID Class Retail Acc Inc 2024-05-31
ISA Application forms
- VT Tatton Blended Active Fund ISA Application Form
- VT Tatton Blended Active Fund ISA Transfer Form
- VT Tatton Blended Aggressive Fund ISA Application Form 2024-2025
- VT Tatton Blended Aggressive Fund ISA Transfer Form
- VT Tatton Blended Balanced Fund ISA Application Form 2024-2025
- VT Tatton Blended Balanced Fund ISA Transfer Form
- VT Blended Cautious Fund ISA Application Form
- VT Tatton Blended Cautious Fund ISA Transfer Form
- VT Blended Defensive Fund ISA Application Form
- VT Tatton Blended Defensive Fund ISA Transfer Form
