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

Download the Tatton Ethical Portfolio Challenge

Tatton launched its first Ethical Portfolio in 2014, so, with that experience in mind we have written this paper to answer questions clients ask the most frequently about ESG investing and how it’s done. We go into detail about how we manage our Ethical Portfolios answering questions on performance, greenwashing, and perhaps the biggest question of all, does investing ethically make a difference?

At a glance

  • 0.15%

    Annual management charge (AMC)

  • 0.60%

    Ongoing Charges (OCF)*

  • £305m

    Total Invested (FUM)†

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.

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 30 Nov 2020, based on Balanced risk profile
† as at 30 Oct 2020

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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