Blended FundsTatton 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

At a glance

  • 0.3%

    Annual management charge

  • £193m

    Total Invested (FUM)*

  • 0.59 - 0.77%

    Ongoing Charges (OCF)

Risk Categories

  • Active
    A typical Active long-term (+7 years) asset allocation would invest in 25% in fixed income and 75% equity based investments. Moderate to high level investment risk.
  • Aggressive
    A typical Aggressive long-term (+8 years) asset allocation would invest in 10% fixed income paying investments and 90% in equity based investments. High level investment risk.
  • Balanced
    A typical Balanced long-term (+7 years) asset allocation would invest in 40% in fixed income paying investments and 60% in equity based investments. Moderate level investment risk.
  • Cautious
    A typical Cautious long-term (+5 years) asset allocation would invest in 55% fixed income paying investments and 45% in equity based investments. Low to moderate level investment risk.
  • Defensive
    A typical Defensive long-term (+5 years) asset allocation would invest in 75% fixed income paying investments and 25% in equity based investments. Low level investment risk
  • Global Equity
    A typical Global Equity long term (8+ years) asset allocation would invest 0% in fixed income paying investments and 100% in equity based investments. The highest level of investment risk.

* as at 30 Oct 2020

Blended Funds team

  • James Saunders, CFA

    Head of Portfolio Management

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  • Anthony Graham

    Fund Research Analyst

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  • Adam Rawling

    Investment Analyst

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  • Emma Dixon

    Investment Manager

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