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