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. ”
