Income PortfoliosTatton Income

The Tatton Income Portfolios seek to generate reliable income and capital growth to ensure asset values stay in line with inflation. The portfolios are managed in the same way as our other portfolios and following the same asset allocation strategies, with the exception of using income generating share classes of actively managed funds.

The funds we select invest in UK and global equities, fixed income, alternatives and cash.

The Tatton Income portfolios use our seven-stage investment process to ensures our investment team’s ideas and standards are applied consistently for all of our investors.

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

Benefits at a glance

  • Income generating share classes
  • Diversified portfolios
  • Lower cost income solution

At a glance

  • 0.15%

    Annual management charge (AMC)

  • 0.59%

    Ongoing Charges (OCF)*

Risk Categories

  • 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

  • Classic
    The Tatton Classic allocation invests a greater proportion of equities to the UK creating portfolios allocated towards more familiar companies and sectors rather than a fully global exposure.

* as at August 2023, based on Balanced risk profile

Tatton Income 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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