Tatton Ethical

Tatton has applied its award winning investment management approach to its Ethical Portfolios, ensuring that the funds we select within our portfolios are aligned with the requirements of our investors.

Our Ethical Portfolios are designed to suit the needs of investors who want to their investments to align with their own responsible investing concerns. We offer a complete range of risk profiles in our Ethical Portfolios, allowing us to meet the needs of the majority of investors.

Our aim is to invest in best-in-breed ethical funds that have standards similar to those we aspire to for our portfolios and that can also deliver attractive performance to investors. We match the different styles and approaches of investment managers from across the world to create and manage an Ethical Portfolio that will suit investors who are seeking to include Ethical factors within their long-term investments.

The value of investments can fluctuate and it is possible that investors may get back less than the amount they invested.

Benefits at a glance

  • Global allocation
  • Ethical screening developed to match investor preferences
  • Full risk range of Ethical Portfolios

At a glance

  • 0.15%

    Annual management charge (AMC)

  • 0.55%

    Ongoing Charges (OCF)*

Risk Categories

  • Global Equity
    A typical Global Equity long term (8+ years) asset allocation would 98% in equity based investments, with the remaining 2% being held in cash. The highest level of investment risk.
  • Aggressive
    A typical Aggressive long-term (+8 years) asset allocation would invest 85% in equity based investments with the remaining 15% being invested in a combination of fixed income paying investments, alternatives and cash. High level investment risk.
  • Active
    A typical Active long-term (+7 years) asset allocation would invest 75% in equity based investments with the remaining 25% being invested in a combination of fixed income paying investments, alternatives and cash. Moderate to high level investment risk.
  • Balanced
    A typical Balanced long-term (+7 years) asset allocation would invest 60% in equity based investments with the remaining 40% being invested in a combination of fixed income paying investments, alternatives and cash. Moderate level investment risk.
  • Cautious
    A typical Cautious long-term (+5 years) asset allocation would invest 45% in equity based investments with the remaining 55% being invested in a combination of fixed income paying investments, alternatives and cash. Low to moderate level investment risk.
  • Defensive
    A typical Defensive long-term (+5 years) asset allocation would invest 25% in equity based investments with the remaining 75% being invested in a combination of fixed income paying investments, alternatives and cash. Low level investment risk.

Allocations Available

  • Global
    The Tatton Global allocation provides a broader exposure to the global economy and is not focused on one geographic region or country. This allocation provides a more cosmopolitan allocation to benefit from the growth potential of the global economy as a whole.

* as at August 2023, based on Balanced risk profile

Tatton Ethical team

  • Lothar Mentel

    CEO & Chief Investment Officer

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  • James Saunders, CFA

    Head of Portfolio Management

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  • Jim Kean

    Chief Economist

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  • Astrid Schilo

    Chief Investment Strategist

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Download the brochure

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