Tatton IM launches blended portfolios alongside DFM

AMC 0.30%, OCF ranges from 0.56% to 0.64%

Victoria McKeever
clock • 1 min read

Tatton Investment Management, the asset management firm of Tatton Asset Management, has launched a range of 'blended' portfolios, to mirror its discretionary fund management (DFM) service.

The range intends to allow IFAs to adopt Tatton's investment style across all investment wrappers and provide a complete centralised investment proposition to their clients. The funds have an annual management charge of 0.30% and ongoing charges of 0.56%, 0.59% and 0.64%, for the cautious, balanced and active portfolios, respectively. Liontrust doubles stake in Tatton AM  Tatton chief executive Lothar Mentel (pictured) 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...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

Partner Insight:  Unlocking value: The essential guide on how to manage the transition

Partner Insight: Unlocking value: The essential guide on how to manage the transition

Schroders' Tim Carr and Ghislaine Perry discuss how to evaluate the need for change, key points to consider when choosing the right investment partner and how to manage the transition.

Schroders
clock 13 February 2025 • 2 min read
Watch Professional Adviser's Working Lunch on the Baillie Gifford American fund - 'The Ostrich, the Index, and Us: seeking exceptional US growth in a top-heavy market'

Watch Professional Adviser's Working Lunch on the Baillie Gifford American fund - 'The Ostrich, the Index, and Us: seeking exceptional US growth in a top-heavy market'

Catch up on the discussion

Professional Adviser
clock 10 February 2025 • 1 min read
Alec Cutler: The swinging pendulum of investor sentiment

Alec Cutler: The swinging pendulum of investor sentiment

Exploring how investors view the ever-changing energy market

Alec Cutler
clock 05 February 2025 • 4 min read