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Tatton IM launches first funds range to complete DFM offering
12/02/2018 , News Team

Tatton Investment Management has launched its Tatton blended portfolio fund range. The funds will mirror the core portfolios of its market challenging platform based discretionary fund management (DFM) service and allow IFAs to adopt Tatton’s investment style across all investment wrappers and provide a complete centralised investment proposition to their clients. 

Lothar Mentel, chief executive, said:  “Tatton challenged the status quo by offering low cost and efficient DFM by using the inherent advantages to IFAs of trading through platforms. It’s clear that with £4.4 billion under management, advisers want to adopt our service across all their clients’ investment wrappers and offer a genuine centralised investment proposition. It’s a natural development to make it available to advisers through our own funds alongside our platform portfolio service. This is our first standalone portfolio replicating fund launch and is a key part of our development.”

The funds have an AMC of 0.30 percent and an OCF of Cautious 0.56 percent, Balanced 0.59 percent, Active 0.64 percent. 

Tatton’s platform portfolio service offers distinct ranges of portfolios with different management styles. Each range consists of up to six risk-rated diversified portfolios, which invest in a range of underlying funds designed to spread risk across asset classes and ensure that investment costs are kept as low as possible. 

Tatton Investment Management is part of the Tatton Asset Management group of companies and provides risk focused investment management to the clients of 256 UK IFAs. 


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