FOR FINANCIAL ADVISER USE ONLY
The Tatton Managed Portfolios are predominantly constructed from actively managed funds. We select managers with strategies most aligned with our market view of the global economy that allow the potential for portfolio gains within a chosen level of risk.
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 Managed Portfolios use our seven-stage investment process to ensure our investment team’s ideas and standards are applied consistently for all of our investors.
Risk categories available:
Defensive Cautious Balanced Active Aggressive Global Equity