Tracker PortfoliosTatton Tracker

The Tatton Tracker Portfolios are constructed from passive funds. The portfolios are managed in the same way as our other portfolios and following the same geographical and asset allocation strategies, with the exception of using passive rather than actively managed funds. Passive funds have lower charges meaning the Tatton Tracker portfolios have the lowest costs of any of our portfolios.

We have two strategic asset allocations – the Classic which is the most familiar to many investors since it has a higher allocation to UK based investments and the Global which exploits the opportunity of the wider global economy without the comfort of a slightly more UK centric allocation.

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

The Tatton Tracker portfolios use our seven-stage investment process to ensure our investment team’s ideas and standards are applied consistently for all of our 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

  • Passive portfolio actively managed by the investment team
  • Lower cost portfolio
  • Buying the market directly

At a glance

  • 0.15%

    Annual management charge (AMC)

  • 0.18%

    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

  • 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.
  • 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 Tracker 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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