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

Advisers have opportunity to deepen private market engagement

Advisers have opportunity to deepen private market engagement

Most client allocations to private markets are either 5%-10% or 1%-5%

Isabel Baxter
clock 18 November 2024 • 2 min read
Royal London cuts number of governed range portfolios

Royal London cuts number of governed range portfolios

Renaming remaining portfolios to reflect level of investment risk

Jenna Brown
clock 18 November 2024 • 1 min read
AJ Bell cuts fees across multi-asset income range

AJ Bell cuts fees across multi-asset income range

£1.5bn of inflows this year

Beth Brearley
clock 14 November 2024 • 1 min read