Tatton launches the Tatton Passive Funds

Posted 7 May 2024

(07 May 2024) Tatton Investment Management (Tatton) can today announce the launch of three new risk rated passive multi-asset funds, the VT Tatton Passive Cautious Funds, the VT Tatton Passive Balanced and the VT Tatton Passive Growth.

Risk rated as four, five and six from Defaqto the funds are designed to complement Tatton’s market leading Managed Portfolio Service and build on Tatton’s existing risk rated hybrid funds, the Tatton Blended Funds.

Lothar Mentel, CEO and Chief Investment Officer Tatton Investment Management said: “We were keen to create new funds that benefit from our proven investment process and offer consistent repeatable investment performance at very competitive cost. We have designed the asset mix to complement our Managed Portfolio Service to offer a consistent investment approach across our discretionary portfolios and funds. “

The three Tatton Passive funds make use of Exchange Traded Funds as well as traditional tracker funds to create a low-cost flexible multi-asset structure using Tatton’s proved strategic asset allocation and investment process.

Justine Randall, Chief Commercial Officer, Tatton Investment Management said: ” Adviser feedback has demonstrated the need for low-cost risk rated passive funds and we are delighted to launch The Tatton Passive Funds to meet that demand. Tatton are a business centred on meeting adviser needs and we will continue to drive down the cost of investing and deliver service excellence, supporting firms in delivering great client outcomes. “

ENDS

Lothar Mentel

CEO & Chief Investment Officer

  • Lothar Mentel is available for broadcast
  • Lothar Mentel is available for In-person interviews
  • Lothar Mentel is available for Written articles

Justine Randall

Chief Commercial Officer

  • Justine Randall is available for broadcast
  • Justine Randall is available for In-person interviews
  • Justine Randall is available for Written articles

Jim Kean

Chief Economist

  • Jim Kean is available for Written articles

James Saunders, CFA

Head of Portfolio Management

  • James Saunders, CFA is available for broadcast
  • James Saunders, CFA is available for In-person interviews
  • James Saunders, CFA is available for Written articles

Astrid Schilo

Chief Investment Strategist

  • Astrid Schilo is available for In-person interviews
  • Astrid Schilo is available for Written articles

Claire Bennison

Director of Investment Solutions

  • Claire Bennison is available for broadcast
  • Claire Bennison is available for In-person interviews
  • Claire Bennison is available for Written articles

Chris Robinson, CFA

Head of Investment Specialist Team

  • Chris Robinson, CFA is available for broadcast
  • Chris Robinson, CFA is available for In-person interviews
  • Chris Robinson, CFA is available for Written articles

Roddi Vaughan-Thomas

Head of Communications and Marketing

  • Roddi Vaughan-Thomas is available for broadcast
  • Roddi Vaughan-Thomas is available for In-person interviews
  • Roddi Vaughan-Thomas is available for Written articles

Available for: Available for broadcast Broadcast | Available for In-person interviews In-person interviews | Available for Written articles Written articles

Subscribe to the Tatton Weekly Email

Get the latest news from Tatton HQ directly into your inbox every week. Packed with industry insights, our weekly mailing will keep you informed on the latest news from Tatton and beyond.

You can unsubscribe at any time by clicking the link in the footer of our emails. For information about our privacy practices, please click here.

We use Mailchimp as our marketing platform. By clicking below to subscribe, you acknowledge that your information will be transferred to Mailchimp for processing. Learn more about Mailchimp’s privacy practices here.

Important notice:

The Tatton Weekly is provided for information purposes only and compiled from sources believed to be correct but cannot be guaranteed.  It should not be construed as an offer, or a solicitation of an offer, to buy or sell an investment or any related financial instruments. Any opinions, forecasts or estimates constitute a judgement as at the date of publication and do not necessarily reflect the views held throughout Tatton Investment Management Limited (Tatton). The Tatton Weekly has not been prepared in accordance with legal requirements designed to promote independent investment research. Retail investors should seek their own financial, tax, legal and regulatory advice regarding the appropriateness or otherwise of investing in any investment strategies and should understand that past performance is not a guide to future performance and the value of any investments may fall as well as rise and you may get back less than you invested.

Any reader of the Tatton Weekly should not use it as a guide or form the basis of a decision relating to the specific investment objectives, financial circumstances or particular needs of any recipient and it should not be regarded as a substitute for the exercise of investors' own judgement or the recommendations of a professional financial adviser. The data used in producing the Tatton Weekly is for your personal use and must not be reproduced or shared.

Please select all the ways you would like to hear from Tatton Investment Management: