Tatton launches funds range to mirror the DFM offering, available where the Tatton DFM service cannot be accessed. 

12 February 2018

I am delighted to announce that Tatton has launched its Tatton Blended portfolio fund range. The OEICs will mirror our Core portfolios and allow advisers to use our DFM service within an OEIC structure across all investment wrappers – both on and off platform. 

You can now allocate all of your client’s asset to the Tatton portfolios and benefit from a consistent low cost DFM service for all investment wrappers. 

This is our first standalone portfolio replicating fund launch and is a key development for Tatton to offer advisers a complete centralised investment proposition. 

As you know, the cost of investing is now, quite rightly, seen to be as important to investment performance as long-term risk-return premia so, we were determined to create a fund range that matches our low charging ethos for our platform DFM portfolios and mirrors our ongoing investment management activity.

The three new funds below will mirror the existing DFM portfolios Tatton Core Cautious, Balanced and Active with a very competitive AMC of 0.30%. 

GB00BFFXR968 - FP Tatton Blended Cautious – estimated OCF - 0.54% 
GB00BFFXRF21 - FP Tatton Blended Balanced – estimated OCF – 0.59% 
GB00BFFXRK73 - FP Tatton Blended Active – estimate OCF – 0.64%  

We are very proud to be able to bring low cost DFM to our own funds in addition to our platform service. 

Your Relationship Manager will be in touch very soon to expand on this exciting new development which many of our supporters have been crying out for. 

As always we thank you for your foresight, patience and ongoing support

With kind regards

Look forward to seeing you soon. 

Paul Hogarth
Tatton Asset Management

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