Tatton launch two new Blended Funds to bring risk range to five

Posted 15 April 2020

Tatton Investment Management can announce the launch of two new Tatton Blended Funds – the Tatton Blended Defensive and the Tatton Blended Aggressive, meaning the range now offers five risk rated funds. All the funds use the identical allocations of the Tatton’ ‘Core’ model portfolios which have a 50/50 blend of active and tracker funds.

The Tatton Blended Funds offer investors highly competitive charges with OCFs of 0.66% to 0.7% compared with the last published average industry OCF of 1.73% for multi-manager funds*.

Lothar Mentel, Chief Executive Officer, Tatton Investment Management said:

“Replicating discretionary portfolios in funds is common-sense and also highlights some eye-watering charges on traditionally managed multi-manager funds. Applying our discretionary portfolio construction and ongoing management through the Blended fund range widens access for advisers, but it also creates a highly compelling alternative to the old-guard multi-manager market.”

“By expanding our Blended Funds range to five, we can now provide financial advisers and their clients with a complete range of unitised risk-rated funds at a competitive price. We disrupted discretionary fund management when we launched in 2013 and we are targeting the same outdated charging models with our Tatton Blended Range. These are a highly compelling fund solution where our MPS service is unavailable.”

Tatton’s Blended Funds were launched to offer access to Tatton’s popular “Core” models on a unitised basis for those clients of advisers where investment on platform is not suitable or available.

Notes to Eds:
*Source: Defaqto/Morningstar – Multi-Manager research 2018

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