Tatton Blended Funds Tatton Blended Funds

Our Blended Fund Range contains five risk rated multi-asset funds designed to maximise returns for investors who want to invest with lower or higher levels of risk. They hold a dynamic mix of active and passive funds to offer the potential for higher returns while keeping costs low.

Structured as open-ended funds, the Tatton Blended Funds offer a straightforward and cost-effective investment option for a broad range of investors. Built using the same robust investment process as our discretionary portfolios our experienced team of investment professionals seek to maximise returns whilst achieving its objectives.

Risk categories available:

Defensive Cautious Balanced Active Aggressive

Benefits at a glance

  • Five risk rated multi-asset funds designed to suit different objectives and risk appetites
  • Actively managed, combining the benefits of active and passive strategies
  • Access to high-quality investment expertise at a lower cost
  • Straightforward and easy to understand
  • Maximum accessibility through investment platforms

Tatton Blended Funds offer five levels of investment risk: defensive, cautious, balanced, active, aggressive.

Each fund is globally diversified and holds a roughly equal blend of active and tracker funds. They benefit from our dynamic investment management process that means that, from time to time, the proportions invested in active and tracker strategies will vary depending on economic and market conditions.

By taking a multi-asset approach, our investment managers spread portfolio risk across the asset classes and ensure costs stay as low.

Why choose our Blended Funds?

Designed to deliver long-term growth within their specific risk levels Tatton’s Blended Funds increase the availability of our portfolio management process to existing investments or investment platforms that might not be compatible with our discretionary portfolios with highly competitive charges.

Features at a glance

  • An annual management charge of 0.3% of the value of the fund and an annual cost of investing (this is called the Ongoing Charges Figure or OCF) ranging from 0.5% for the lowest risk fund to 1.05% for the highest risk fund
  • Available through most investment platforms and in a variety of tax wrappers
  • Diversified across asset classes, sectors and regions
  • Five risk profiles

 

Why blend active and passive investment funds?

There are two main types of fund that make up our blended funds: Active and Tracker. Active funds hire a fund manager to actively research and select assets to invest in, while Tracker funds simply aim to mirror assets in a certain index, like the FTSE 100 for example. This is why the two styles of investing are called ‘Active’ and ‘Passive’ respectively. The time and resources required for discriminate asset selection makes Active funds more expensive, in terms of their fees, than Tracker funds.

Active funds can sometimes offer investors increased investment performance over tracker ones. However, they cost more to invest in because they require active management. As such, a blended fund offers some of the potential performance benefits of an active fund with some of the cost benefits of a tracker one.

The value of investments can go down as well as up and it is possible to get back less than the amount invested.

Brochure

Tatton Managed Portfolio Service

Tatton Blended Fund Range

Download brochure

Articles

Why we blend active and passive

How we manage risk