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)

  • 0.67%

    Ongoing Charges (OCF)*

  • £87m

    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

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

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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