Passive Funds

Passive Funds

Our Passive Fund Range contains three risk rated multi-asset funds designed to maximise returns for investors who want to invest with lower or higher levels of risk in low cost passive investments.

Our Passive Funds invest in a portfolio of underlying passive funds and investments that are diversified across equities, fixed income, alternatives, and cash. By taking a multi-asset approach, our investment managers spread portfolio risk across the asset classes. They hold a dynamic range of passive funds to offer the potential for higher returns while keeping costs low. The Tatton Passive Funds offer a straightforward and cost-effective investment option for a broad range of investors.

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

• Three risk rated multi-asset funds designed to suit different objectives and risk appetites
• Managed by Tatton’s investment team using entirely passive investments
• Low cost
• Maximum accessibility through investment platforms
• Can be used in Offshore Bonds and Self Invested Personal Pensions (SIPPs)

We offer three different levels of investment risk across the Tatton Passive Funds to cater for the most cautious and for more risk tolerant investors.

Tatton Passive Cautious Fund – Defaqto Risk Profile 4

For risk-averse investors who are seeking to reduce capital risk over the medium to long term through a lower-volatility portfolio.

Tatton Passive Balanced Fund – Defaqto Risk Profile 5

For investors who are seeking long-term growth and are comfortable with higher-risk investments and a moderate level of volatility.

Tatton Passive Growth Fund – Defaqto Risk Profile 6

For investors who are seeking attractive long-term growth and are comfortable with holding higher-risk investments and a higher level of volatility.

Useful documents